HMS Capital Management’s ExxonMobil XOM Stock Holding History

HMS Capital 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
2021 Q4	–	Sell	-2,500	Closed	-$147K	–	122
2021 Q3	$147K	Buy	+2,500	New	+$142K	0.07%	119
2020 Q3	–	Sell	-2,100	Closed	-$93K	–	167
2020 Q2	$93K	Buy	+2,100	New	+$94.2K	0.04%	152
2020 Q1	–	Sell	-2,600	Closed	-$181K	–	168
2019 Q4	$181K	Sell	2,600 -2,600	-50%	-$180K	0.08%	150
2019 Q3	$405K	Buy	5,200 +2,600	+100%	+$188K	0.15%	147
2019 Q2	$199K	Hold	2,600	–	–	0.09%	144
2019 Q1	$210K	Sell	2,600 -2,600	-50%	-$198K	0.09%	146
2018 Q4	$399K	Buy	5,200 +2,600	+100%	+$204K	0.2%	123
2018 Q3	$221K	Buy	2,600 +800	+44%	+$65.4K	0.11%	168
2018 Q2	$149K	Buy	+1,800	New	+$143K	0.08%	172
2017 Q4	–	Sell	-2,300	Closed	-$189K	–	155
2017 Q3	$189K	Sell	2,300 -6,800	-75%	-$540K	0.16%	109
2017 Q2	$735K	Buy	9,100 +200	+2%	+$16.4K	0.65%	54
2017 Q1	$735K	Buy	8,900 +3,600	+68%	+$301K	0.67%	58
2016 Q4	$478K	Buy	5,300 +1,000	+23%	+$87.4K	0.5%	77
2016 Q3	$375K	Buy	+4,300	New	+$381K	0.37%	90

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

HMS Capital Management's XOM Position: Q2 2026 in Review

HMS Capital Management held its ExxonMobil (XOM) position steady in Q2 2026 at 2,873 shares worth $393K. The position accounts for 0.15% of the portfolio, ranked #94.

HMS Capital Management first reported a position in XOM in Q3 2016 and has held it in 33 quarters since. The position peaked at $1.03M in Q4 2016. 1,143 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

HMS Capital Management held 2,873 shares of ExxonMobil worth $393K as of Q2 2026.
HMS Capital Management left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.15% of HMS Capital Management's portfolio in Q2 2026, its #94 holding.
HMS Capital Management first reported a position in ExxonMobil in Q3 2016 and has held it in 33 quarters since.
HMS Capital Management's ExxonMobil position peaked at $1.03M in Q4 2016.
1,143 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on HMS Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.