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
2020 Q4	–	Sell	-2,700	Closed	-$93K	–	120
2020 Q3	$93K	Hold	2,700	–	–	0.01%	98
2020 Q2	$121K	Sell	2,700 -300	-10%	-$13.5K	0.02%	93
2020 Q1	$114K	Sell	3,000 -4,600	-61%	-$254K	0.02%	78
2019 Q4	$531K	Hold	7,600	–	–	0.14%	36
2019 Q3	$537K	Buy	7,600 +1,600	+27%	+$116K	0.14%	35
2019 Q2	$460K	Hold	6,000	–	–	0.12%	35
2019 Q1	$485K	Hold	6,000	–	–	1.71%	15
2018 Q4	$409K	Buy	+6,000	New	+$471K	0.09%	39

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

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.