Great Lakes Retirement’s ExxonMobil XOM Stock Holding History

Great Lakes Retirement’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	-16,284	Closed	-$2.76M	–	234
2026 Q1	$2.76M	Buy	16,284 +484	+3%	+$70.6K	0.29%	75
2025 Q4	$1.9M	Buy	15,800 +711	+5%	+$82.5K	0.2%	106
2025 Q3	$1.7M	Buy	15,089 +190	+1%	+$21.1K	0.19%	119
2025 Q2	$1.61M	Buy	14,899 +689	+5%	+$73.7K	0.19%	110
2025 Q1	$1.69M	Buy	14,210 +903	+7%	+$99.9K	0.22%	103
2024 Q4	$1.43M	Buy	13,307 +335	+3%	+$39.2K	0.18%	118
2024 Q3	$1.52M	Buy	12,972 +866	+7%	+$100K	0.19%	115
2024 Q2	$1.39M	Buy	12,106 +1,534	+15%	+$179K	0.19%	105
2024 Q1	$1.23M	Buy	10,572 +772	+8%	+$80.8K	0.18%	117
2023 Q4	$980K	Buy	9,800 +798	+9%	+$83.9K	0.16%	125
2023 Q3	$1.06M	Buy	9,002 +894	+11%	+$98.1K	0.19%	113
2023 Q2	$870K	Buy	8,108 +136	+2%	+$14.8K	0.15%	132
2023 Q1	$874K	Buy	7,972 +502	+7%	+$55.5K	0.16%	124
2022 Q4	$824K	Buy	+7,470	New	+$800K	0.21%	83
2020 Q1	$375K	Buy	9,903 +1,839	+23%	+$102K	0.17%	91
2019 Q4	$565K	Buy	+8,064	New	+$558K	0.17%	118

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Great Lakes Retirement's XOM Position: Q2 2026 in Review

Great Lakes Retirement sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 16,284 shares — an estimated $2.76M sold.

Great Lakes Retirement first reported a position in XOM in Q4 2019 and held it in 16 quarters. The position peaked at $2.76M in Q1 2026. 2,113 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Great Lakes Retirement reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Great Lakes Retirement sold 16,284 ExxonMobil shares in Q2 2026, an estimated $2.76M.
Great Lakes Retirement first reported a position in ExxonMobil in Q4 2019 and held it in 16 quarters.
Great Lakes Retirement's ExxonMobil position peaked at $2.76M in Q1 2026.
2,113 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.