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Halbert Hargrove Global Advisors’s ExxonMobil XOM Stock Holding History

Halbert Hargrove Global Advisors’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
2018
Q4 		– Sell
-2,400
Closed -$2K – 94
2018
Q3 		$2K Buy
+2,400
New +$196K ﹤0.01% 84

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

Halbert Hargrove Global Advisors's XOM Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its ExxonMobil (XOM) position steady in Q2 2026 at 788 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #149.

Halbert Hargrove Global Advisors first reported a position in XOM in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.66M in Q1 2015. 2,003 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Halbert Hargrove Global Advisors held 788 shares of ExxonMobil worth $108K as of Q2 2026.
  • Halbert Hargrove Global Advisors left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #149 holding.
  • Halbert Hargrove Global Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 46 quarters since.
  • Halbert Hargrove Global Advisors's ExxonMobil position peaked at $1.66M in Q1 2015.
  • 2,003 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.