GIM
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Goelzer Investment Management’s ExxonMobil XOM Stock Holding History

Goelzer Investment Management’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.7M Sell
159,080
-4,546
-3% -$680K 0.95% 15
2026
Q1 		$27.8M Buy
163,626
+2,771
+2% +$404K 1.34% 10
2025
Q4 		$19.4M Buy
160,855
+847
+0.5% +$98.2K 0.9% 15
2025
Q3 		$18M Sell
160,008
-2,281
-1% -$254K 0.96% 15
2025
Q2 		$17.5M Sell
162,289
-1,721
-1% -$184K 0.96% 13
2025
Q1 		$19.5M Sell
164,010
-1,465
-0.9% -$162K 1.13% 8
2024
Q4 		$17.8M Sell
165,475
-3,130
-2% -$366K 1.03% 11
2024
Q3 		$19.8M Sell
168,605
-2,767
-2% -$319K 1.08% 9
2024
Q2 		$19.7M Buy
171,372
+10,150
+6% +$1.18M 1.1% 10
2024
Q1 		$18.7M Sell
161,222
-1,848
-1% -$193K 1.06% 11
2023
Q4 		$16.3M Buy
163,070
+415
+0.3% +$43.6K 1.05% 10
2023
Q3 		$19.1M Buy
162,655
+1,767
+1% +$194K 1.35% 9
2023
Q2 		$17.3M Sell
160,888
-8,946
-5% -$976K 1.46% 10
2023
Q1 		$18.6M Sell
169,834
-22,534
-12% -$2.49M 1.62% 9
2022
Q4 		$21.2M Sell
192,368
-21,432
-10% -$2.3M 1.82% 10
2022
Q3 		$18.7M Buy
213,800
+4,422
+2% +$404K 1.86% 8
2022
Q2 		$17.9M Buy
209,378
+5,512
+3% +$497K 1.73% 9
2022
Q1 		$16.8M Sell
203,866
-1,255
-0.6% -$97.6K 1.46% 10
2021
Q4 		$12.6M Buy
205,121
+73,819
+56% +$4.61M 1.02% 15
2021
Q3 		$7.72M Sell
131,302
-10,376
-7% -$591K 0.68% 42
2021
Q2 		$8.94M Buy
141,678
+1,476
+1% +$88.1K 0.74% 38
2021
Q1 		$7.83M Buy
140,202
+342
+0.2% +$17.9K 0.69% 44
2020
Q4 		$5.76M Sell
139,860
-119,309
-46% -$4.47M 0.53% 60
2020
Q3 		$8.9M Sell
259,169
-33,696
-12% -$1.38M 0.82% 26
2020
Q2 		$13.1M Buy
292,865
+26,050
+10% +$1.17M 1.26% 15
2020
Q1 		$10.1M Buy
266,815
+37,714
+16% +$2.08M 1.16% 18
2019
Q4 		$16M Sell
229,101
-4,771
-2% -$330K 1.37% 15
2019
Q3 		$16.5M Buy
233,872
+173
+0.1% +$12.5K 1.51% 10
2019
Q2 		$17.9M Buy
233,699
+460
+0.2% +$35.6K 1.65% 8
2019
Q1 		$18.8M Buy
233,239
+94,120
+68% +$7.18M 1.79% 8
2018
Q4 		$9.49M Sell
139,119
-1,726
-1% -$135K 1.21% 18
2018
Q3 		$12M Sell
140,845
-1,473
-1% -$120K 1.34% 11
2018
Q2 		$11.8M Sell
142,318
-66
-0% -$5.26K 1.37% 9
2018
Q1 		$10.6M Sell
142,384
-5,291
-4% -$423K 1.27% 9
2017
Q4 		$12.4M Buy
147,675
+2,341
+2% +$194K 1.39% 11
2017
Q3 		$11.9M Sell
145,334
-793
-0.5% -$63K 1.4% 9
2017
Q2 		$11.8M Buy
146,127
+19,191
+15% +$1.57M 1.45% 10
2017
Q1 		$10.4M Sell
126,936
-945
-0.7% -$78.9K 1.3% 15
2016
Q4 		$11.5M Buy
127,881
+7,211
+6% +$630K 1.5% 11
2016
Q3 		$10.5M Sell
120,670
-11,822
-9% -$1.05M 1.42% 11
2016
Q2 		$12.4M Buy
132,492
+20,099
+18% +$1.78M 1.71% 6
2016
Q1 		$9.39M Buy
112,393
+4,290
+4% +$344K 1.34% 9
2015
Q4 		$8.43M Buy
108,103
+9,814
+10% +$785K 1.23% 14
2015
Q3 		$7.31M Buy
98,289
+13,146
+15% +$1.01M 1.16% 18
2015
Q2 		$7.08M Buy
85,143
+2,625
+3% +$226K 1.07% 17
2015
Q1 		$7.01M Buy
82,518
+1,035
+1% +$91.8K 1.06% 18
2014
Q4 		$7.53M Buy
81,483
+17,943
+28% +$1.67M 1.14% 16
2014
Q3 		$5.98M Sell
63,540
-418
-0.7% -$41.6K 0.99% 28
2014
Q2 		$6.44M Buy
63,958
+224
+0.4% +$22.6K 1.07% 26
2014
Q1 		$6.23M Sell
63,734
-40,388
-39% -$3.85M 1.11% 22
2013
Q4 		$10.5M Buy
104,122
+6,067
+6% +$561K 1.91% 1
2013
Q3 		$8.44M Sell
98,055
-96,667
-50% -$8.72M 1.72% 2
2013
Q2 		$17.6M Buy
+194,722
New +$17.5M 1.87% 1

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Goelzer Investment Management's XOM Position: Q2 2026 in Review

Goelzer Investment Management reduced its ExxonMobil (XOM) stake by 2.8% in Q2 2026, selling an estimated $680K and leaving 159,080 shares worth $21.7M. The position accounts for 0.95% of the portfolio, ranked #15.

Goelzer Investment Management first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $27.8M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Goelzer Investment Management held 159,080 shares of ExxonMobil worth $21.7M as of Q2 2026.
  • Goelzer Investment Management sold 4,546 ExxonMobil shares in Q2 2026, an estimated $680K.
  • ExxonMobil made up 0.95% of Goelzer Investment Management's portfolio in Q2 2026, its #15 holding.
  • Goelzer Investment Management first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Goelzer Investment Management's ExxonMobil position peaked at $27.8M in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.