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Great Diamond Partners’s ExxonMobil XOM Stock Holding History

Great Diamond Partners’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 		– Sell
-31,426
Closed -$5.33M – 249
2026
Q1 		$5.33M Sell
31,426
-71
-0.2% -$10.4K 1.03% 23
2025
Q4 		$3.79M Sell
31,497
-36
-0.1% -$4.17K 0.73% 31
2025
Q3 		$3.56M Sell
31,533
-76
-0.2% -$8.45K 0.69% 31
2025
Q2 		$3.41M Buy
31,609
+22,148
+234% +$2.37M 0.72% 33
2025
Q1 		$1.13M Buy
9,461
+720
+8% +$79.6K 0.31% 79
2024
Q4 		$940K Buy
8,741
+150
+2% +$17.5K 0.24% 89
2024
Q3 		$1.01M Sell
8,591
-2,821
-25% -$326K 0.26% 88
2024
Q2 		$1.31M Sell
11,412
-402
-3% -$46.8K 0.31% 81
2024
Q1 		$1.37M Sell
11,814
-25,693
-69% -$2.69M 0.32% 80
2023
Q4 		$3.75M Buy
37,507
+1,793
+5% +$188K 0.92% 26
2023
Q3 		$4.2M Buy
35,714
+1,673
+5% +$184K 1.14% 19
2023
Q2 		$3.65M Buy
34,041
+1,681
+5% +$183K 0.96% 22
2023
Q1 		$3.55M Sell
32,360
-2,031
-6% -$225K 1.03% 25
2022
Q4 		$3.79M Sell
34,391
-783
-2% -$83.9K 1.17% 25
2022
Q3 		$3.07M Buy
35,174
+723
+2% +$66K 1.05% 28
2022
Q2 		$2.95M Buy
34,451
+2,122
+7% +$191K 0.98% 30
2022
Q1 		$2.67M Buy
32,329
+22,398
+226% +$1.74M 0.74% 40
2021
Q4 		$607K Sell
9,931
-5,684
-36% -$355K 0.16% 117
2021
Q3 		$918K Buy
15,615
+905
+6% +$51.6K 0.25% 88
2021
Q2 		$927K Buy
14,710
+1,253
+9% +$74.8K 0.26% 89
2021
Q1 		$751K Sell
13,457
-1,333
-9% -$69.9K 0.23% 95
2020
Q4 		$609K Sell
14,790
-4,000
-21% -$150K 0.19% 96
2020
Q3 		$645K Sell
18,790
-1,579
-8% -$64.5K 0.24% 74
2020
Q2 		$910K Buy
20,369
+204
+1% +$9.15K 0.38% 59
2020
Q1 		$765K Sell
20,165
-1,070
-5% -$59.1K 0.39% 56
2019
Q4 		$1.48M Buy
+21,235
New +$1.47M 0.56% 47

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Great Diamond Partners's XOM Position: Q2 2026 in Review

Great Diamond Partners sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 31,426 shares — an estimated $5.33M sold.

Great Diamond Partners first reported a position in XOM in Q4 2019 and held it in 26 quarters. The position peaked at $5.33M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Great Diamond Partners reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Great Diamond Partners sold 31,426 ExxonMobil shares in Q2 2026, an estimated $5.33M.
  • Great Diamond Partners first reported a position in ExxonMobil in Q4 2019 and held it in 26 quarters.
  • Great Diamond Partners's ExxonMobil position peaked at $5.33M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.