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Harvey Investment Company’s ExxonMobil XOM Stock Holding History

Harvey Investment Company’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 		$15.3M Sell
111,699
-3,270
-3% -$489K 1.66% 22
2026
Q1 		$19.5M Sell
114,969
-500
-0.4% -$73K 2.14% 20
2025
Q4 		$13.9M Sell
115,469
-140
-0.1% -$16.2K 1.48% 22
2025
Q3 		$13M Sell
115,609
-1,100
-0.9% -$122K 1.39% 22
2025
Q2 		$12.6M Hold
116,709
– – 1.38% 24
2025
Q1 		$13.9M Sell
116,709
-150
-0.1% -$16.6K 1.54% 24
2024
Q4 		$12.6M Sell
116,859
-200
-0.2% -$23.4K 1.45% 25
2024
Q3 		$13.7M Sell
117,059
-2,370
-2% -$274K 1.55% 25
2024
Q2 		$13.7M Sell
119,429
-2,455
-2% -$286K 1.64% 24
2024
Q1 		$14.2M Sell
121,884
-200
-0.2% -$20.9K 1.6% 25
2023
Q4 		$12.2M Sell
122,084
-75
-0.1% -$7.88K 1.48% 25
2023
Q3 		$14.4M Buy
122,159
+4,056
+3% +$445K 1.88% 22
2023
Q2 		$12.7M Sell
118,103
-8,500
-7% -$927K 1.66% 23
2023
Q1 		$13.9M Sell
126,603
-408
-0.3% -$45.1K 1.72% 25
2022
Q4 		$14M Sell
127,011
-2,509
-2% -$269K 1.81% 24
2022
Q3 		$11.3M Sell
129,520
-1,300
-1% -$119K 1.64% 25
2022
Q2 		$11.2M Hold
130,820
– – 1.58% 26
2022
Q1 		$10.8M Hold
130,820
– – 1.32% 27
2021
Q4 		$8.01M Sell
130,820
-2,120
-2% -$132K 0.93% 31
2021
Q3 		$7.82M Sell
132,940
-6,390
-5% -$364K 1.02% 30
2021
Q2 		$8.79M Sell
139,330
-6,308
-4% -$377K 1.16% 28
2021
Q1 		$8.13M Sell
145,638
-5,616
-4% -$294K 1.16% 25
2020
Q4 		$6.24M Sell
151,254
-1,959
-1% -$73.4K 0.88% 32
2020
Q3 		$5.26M Sell
153,213
-5,602
-4% -$229K 0.82% 31
2020
Q2 		$7.1M Sell
158,815
-17,356
-10% -$778K 1.2% 26
2020
Q1 		$6.69M Sell
176,171
-210
-0.1% -$11.6K 1.31% 25
2019
Q4 		$12.3M Sell
176,381
-345
-0.2% -$23.9K 1.9% 21
2019
Q3 		$12.5M Buy
176,726
+975
+0.6% +$70.5K 2.07% 20
2019
Q2 		$13.5M Sell
175,751
-776
-0.4% -$60.1K 2.27% 18
2019
Q1 		$14.3M Buy
176,527
+4,585
+3% +$350K 2.45% 15
2018
Q4 		$11.7M Buy
171,942
+2,490
+1% +$195K 2.26% 18
2018
Q3 		$14.4M Sell
169,452
-2,434
-1% -$199K 2.5% 16
2018
Q2 		$14.2M Sell
171,886
-1,129
-0.7% -$90K 2.63% 15
2018
Q1 		$12.9M Sell
173,015
-11
-0% -$879 2.38% 17
2017
Q4 		$14.5M Sell
173,026
-100
-0.1% -$8.27K 2.63% 14
2017
Q3 		$14.2M Sell
173,126
-3,340
-2% -$265K 2.8% 13
2017
Q2 		$14.2M Sell
176,466
-1,329
-0.7% -$109K 2.89% 14
2017
Q1 		$14.6M Sell
177,795
-11,124
-6% -$929K 3.02% 11
2016
Q4 		$17.1M Sell
188,919
-1,338
-0.7% -$117K 3.59% 7
2016
Q3 		$16.6M Buy
190,257
+2,062
+1% +$183K 3.53% 8
2016
Q2 		$17.6M Sell
188,195
-720
-0.4% -$63.7K 3.84% 5
2016
Q1 		$15.8M Sell
188,915
-15
-0% -$1.2K 3.51% 8
2015
Q4 		$14.7M Sell
188,930
-1,484
-0.8% -$119K 3.37% 7
2015
Q3 		$14.2M Sell
190,414
-5,867
-3% -$452K 3.41% 7
2015
Q2 		$16.3M Buy
196,281
+380
+0.2% +$32.7K 3.79% 5
2015
Q1 		$16.7M Sell
195,901
-3,925
-2% -$348K 3.96% 5
2014
Q4 		$18.5M Buy
199,826
+765
+0.4% +$71.3K 4.3% 6
2014
Q3 		$18.7M Buy
199,061
+302
+0.2% +$30.1K 4.73% 4
2014
Q2 		$20M Buy
198,759
+2,875
+1% +$290K 4.98% 3
2014
Q1 		$19.1M Buy
195,884
+4,198
+2% +$400K 4.94% 4
2013
Q4 		$19.4M Sell
191,686
-3,542
-2% -$327K 5.14% 4
2013
Q3 		$16.8M Sell
195,228
-548
-0.3% -$49.4K 4.75% 4
2013
Q2 		$17.7M Buy
+195,776
New +$17.6M 5.31% 3

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Harvey Investment Company's XOM Position: Q2 2026 in Review

Harvey Investment Company reduced its ExxonMobil (XOM) stake by 2.8% in Q2 2026, selling an estimated $489K and leaving 111,699 shares worth $15.3M. The position accounts for 1.66% of the portfolio, ranked #22.

Harvey Investment Company first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $20M in Q2 2014. 1,632 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Harvey Investment Company held 111,699 shares of ExxonMobil worth $15.3M as of Q2 2026.
  • Harvey Investment Company sold 3,270 ExxonMobil shares in Q2 2026, an estimated $489K.
  • ExxonMobil made up 1.66% of Harvey Investment Company's portfolio in Q2 2026, its #22 holding.
  • Harvey Investment Company first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Harvey Investment Company's ExxonMobil position peaked at $20M in Q2 2014.
  • 1,632 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Harvey Investment Company's 13F filing for Q2 2026, filed 22 Jul 2026.