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Heartland Advisors’s ExxonMobil XOM Stock Holding History

Heartland 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
2026
Q2 		$2.25M Sell
16,467
-26
-0.2% -$3.89K 0.1% 200
2026
Q1 		$2.8M Buy
16,493
+2,409
+17% +$352K 0.14% 193
2025
Q4 		$1.69M Sell
14,084
-145
-1% -$16.8K 0.09% 204
2025
Q3 		$1.6M Buy
14,229
+2,686
+23% +$299K 0.08% 191
2025
Q2 		$1.24M Sell
11,543
-1,094
-9% -$117K 0.07% 192
2025
Q1 		$1.5M Sell
12,637
-109
-0.9% -$12.1K 0.09% 184
2024
Q4 		$1.37M Sell
12,746
-372
-3% -$43.5K 0.07% 183
2024
Q3 		$1.54M Sell
13,118
-360
-3% -$41.6K 0.08% 177
2024
Q2 		$1.55M Buy
+13,478
New +$1.57M 0.09% 166
2019
Q3 		– Sell
-2,615
Closed -$200K – 206
2019
Q2 		$200K Sell
2,615
-159,092
-98% -$12.3M 0.01% 195
2019
Q1 		$13.1M Buy
161,707
+4,261
+3% +$325K 0.97% 22
2018
Q4 		$10.7M Sell
157,446
-3,442
-2% -$270K 0.89% 31
2018
Q3 		$13.7M Sell
160,888
-912
-0.6% -$74.6K 0.91% 27
2018
Q2 		$13.4M Buy
161,800
+715
+0.4% +$57K 0.88% 30
2018
Q1 		$12M Sell
161,085
-862
-0.5% -$68.9K 0.81% 35
2017
Q4 		$13.5M Sell
161,947
-1,642
-1% -$136K 0.87% 34
2017
Q3 		$13.4M Sell
163,589
-29,660
-15% -$2.36M 0.87% 27
2017
Q2 		$15.6M Sell
193,249
-3,521
-2% -$288K 1% 17
2017
Q1 		$16.1M Buy
196,770
+13,855
+8% +$1.16M 0.98% 17
2016
Q4 		$16.5M Sell
182,915
-961
-0.5% -$84K 0.91% 26
2016
Q3 		$16M Sell
183,876
-12,277
-6% -$1.09M 0.92% 26
2016
Q2 		$18.4M Buy
196,153
+8,790
+5% +$777K 1.03% 18
2016
Q1 		$15.7M Buy
+187,363
New +$15M 0.82% 37

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heartland Advisors's XOM Position: Q2 2026 in Review

Heartland Advisors reduced its ExxonMobil (XOM) stake by 0.16% in Q2 2026, selling an estimated $3.89K and leaving 16,467 shares worth $2.25M. The position accounts for 0.1% of the portfolio, ranked #200.

Heartland Advisors first reported a position in XOM in Q1 2016 and has held it in 23 quarters since. The position peaked at $18.4M in Q2 2016. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Heartland Advisors held 16,467 shares of ExxonMobil worth $2.25M as of Q2 2026.
  • Heartland Advisors sold 26 ExxonMobil shares in Q2 2026, an estimated $3.89K.
  • ExxonMobil made up 0.1% of Heartland Advisors's portfolio in Q2 2026, its #200 holding.
  • Heartland Advisors first reported a position in ExxonMobil in Q1 2016 and has held it in 23 quarters since.
  • Heartland Advisors's ExxonMobil position peaked at $18.4M in Q2 2016.
  • 4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Heartland Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.