Harbour Trust & Investment Management’s ExxonMobil XOM Stock Holding History

Harbour Trust & Investment Management’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	$13.5M	Sell	98,536 -1,376	-1%	-$206K	1.3%	26
2026 Q1	$17M	Buy	99,912 +94	+0.1%	+$13.7K	1.8%	16
2025 Q4	$12M	Sell	99,818 -125	-0.1%	-$14.5K	1.23%	24
2025 Q3	$11.3M	Sell	99,943 -1,400	-1%	-$156K	1.16%	26
2025 Q2	$10.9M	Buy	101,343 +313	+0.3%	+$33.5K	1.21%	22
2025 Q1	$12M	Sell	101,030 -2,456	-2%	-$272K	1.45%	19
2024 Q4	$11.1M	Buy	103,486 +94	+0.1%	+$11K	1.27%	21
2024 Q3	$12.1M	Sell	103,392 -872	-0.8%	-$101K	1.38%	19
2024 Q2	$12M	Buy	104,264 +64	+0.1%	+$7.45K	1.43%	21
2024 Q1	$12.1M	Sell	104,200 -2,501	-2%	-$262K	1.52%	21
2023 Q4	$10.7M	Buy	+106,701	New	+$11.2M	1.5%	22

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

Harbour Trust & Investment Management's XOM Position: Q2 2026 in Review

Harbour Trust & Investment Management reduced its ExxonMobil (XOM) stake by 1.4% in Q2 2026, selling an estimated $206K and leaving 98,536 shares worth $13.5M. The position accounts for 1.3% of the portfolio, ranked #26.

Harbour Trust & Investment Management first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $17M in Q1 2026. 2,122 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Harbour Trust & Investment Management held 98,536 shares of ExxonMobil worth $13.5M as of Q2 2026.
Harbour Trust & Investment Management sold 1,376 ExxonMobil shares in Q2 2026, an estimated $206K.
ExxonMobil made up 1.3% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #26 holding.
Harbour Trust & Investment Management first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Harbour Trust & Investment Management's ExxonMobil position peaked at $17M in Q1 2026.
2,122 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.