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Griffith & Werner’s ExxonMobil XOM Stock Holding History

Griffith & Werner’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
-42,179
Closed -$7.16M – 80
2026
Q1 		$7.16M Sell
42,179
-16,078
-28% -$2.35M 3.55% 6
2025
Q4 		$7.01M Sell
58,257
-796
-1% -$92.3K 3.57% 6
2025
Q3 		$6.98M Buy
+59,053
New +$6.56M 3.62% 4
2025
Q1 		$6.33M Buy
53,209
+6,304
+13% +$697K 3.93% 3
2024
Q4 		$5.05M Buy
+46,905
New +$5.49M 3.33% 10

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

Griffith & Werner's XOM Position: Q2 2026 in Review

Griffith & Werner sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 42,179 shares — an estimated $7.16M sold.

Griffith & Werner first reported a position in XOM in Q4 2024 and held it in 5 quarters. The position peaked at $7.16M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Griffith & Werner reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Griffith & Werner sold 42,179 ExxonMobil shares in Q2 2026, an estimated $7.16M.
  • Griffith & Werner first reported a position in ExxonMobil in Q4 2024 and held it in 5 quarters.
  • Griffith & Werner's ExxonMobil position peaked at $7.16M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.