Harold Davidson & Associates’s ExxonMobil XOM Stock Holding History

Harold Davidson & Associates’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	$1.6M	Sell	11,707 -983	-8%	-$147K	0.69%	28
2026 Q1	$2.15M	Sell	12,690 -358	-3%	-$52.2K	1.05%	23
2025 Q4	$1.57M	Sell	13,048 -165	-1%	-$19.1K	0.69%	29
2025 Q3	$1.49M	Buy	13,213 +4,431	+50%	+$493K	0.68%	33
2025 Q2	$947K	Sell	8,782 -4,632	-35%	-$495K	0.61%	37
2025 Q1	$1.6M	Sell	13,414 -213	-2%	-$23.6K	0.87%	29
2024 Q4	$1.47M	Buy	+13,627	New	+$1.59M	0.7%	37

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

Harold Davidson & Associates's XOM Position: Q2 2026 in Review

Harold Davidson & Associates reduced its ExxonMobil (XOM) stake by 7.7% in Q2 2026, selling an estimated $147K and leaving 11,707 shares worth $1.6M. The position accounts for 0.69% of the portfolio, ranked #28.

Harold Davidson & Associates first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.15M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Harold Davidson & Associates held 11,707 shares of ExxonMobil worth $1.6M as of Q2 2026.
Harold Davidson & Associates sold 983 ExxonMobil shares in Q2 2026, an estimated $147K.
ExxonMobil made up 0.69% of Harold Davidson & Associates's portfolio in Q2 2026, its #28 holding.
Harold Davidson & Associates first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Harold Davidson & Associates's ExxonMobil position peaked at $2.15M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Harold Davidson & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.