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Helen Stephens Group’s ExxonMobil XOM Stock Holding History

Helen Stephens Group’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 		$5.39M Buy
39,440
+2,930
+8% +$439K 0.92% 22
2026
Q1 		$6.19M Buy
36,510
+220
+0.6% +$32.1K 1.24% 20
2025
Q4 		$4.37M Sell
36,290
-9,642
-21% -$1.12M 0.92% 21
2025
Q3 		$5.18M Buy
45,932
+197
+0.4% +$21.9K 1.15% 18
2025
Q2 		$4.93M Buy
45,735
+3,983
+10% +$426K 1.22% 18
2025
Q1 		$4.97M Buy
41,752
+115
+0.3% +$12.7K 1.41% 16
2024
Q4 		$4.48M Buy
41,637
+2,825
+7% +$330K 1.33% 17
2024
Q3 		$4.55M Sell
38,812
-443
-1% -$51.2K 1.38% 17
2024
Q2 		$4.52M Buy
39,255
+149
+0.4% +$17.4K 1.56% 17
2024
Q1 		$4.55M Buy
39,106
+2,291
+6% +$240K 1.76% 16
2023
Q4 		$3.68M Buy
36,815
+495
+1% +$52K 1.65% 16
2023
Q3 		$4.27M Sell
36,320
-1,441
-4% -$158K 2.21% 13
2023
Q2 		$4.05M Buy
37,761
+23
+0.1% +$2.51K 2.05% 14
2023
Q1 		$4.14M Buy
37,738
+4,307
+13% +$476K 2.15% 13
2022
Q4 		$3.69M Buy
33,431
+18
+0.1% +$1.93K 2.2% 13
2022
Q3 		$2.92M Buy
33,413
+21
+0.1% +$1.92K 2.04% 17
2022
Q2 		$2.86M Buy
33,392
+20
+0.1% +$1.8K 2.03% 14
2022
Q1 		$2.76M Sell
33,372
-134
-0.4% -$10.4K 1.9% 13
2021
Q4 		$2.05M Buy
+33,506
New +$2.09M 1.64% 13

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Helen Stephens Group's XOM Position: Q2 2026 in Review

Helen Stephens Group increased its ExxonMobil (XOM) stake by 8% in Q2 2026, buying an estimated $439K and bringing the position to 39,440 shares worth $5.39M. The position accounts for 0.92% of the portfolio, ranked #22.

Helen Stephens Group first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.19M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Helen Stephens Group held 39,440 shares of ExxonMobil worth $5.39M as of Q2 2026.
  • Helen Stephens Group bought 2,930 ExxonMobil shares in Q2 2026, an estimated $439K.
  • ExxonMobil made up 0.92% of Helen Stephens Group's portfolio in Q2 2026, its #22 holding.
  • Helen Stephens Group first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Helen Stephens Group's ExxonMobil position peaked at $6.19M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.