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Hoertkorn Richard Charles’s ExxonMobil XOM Stock Holding History

Hoertkorn Richard Charles’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 		$219K Sell
1,600
-11,953
-88% -$1.79M 0.15% 34
2026
Q1 		$2.3M Sell
13,553
-13,440
-50% -$1.96M 1.89% 19
2025
Q4 		$3.25M Sell
26,993
-178
-0.7% -$20.6K 1.26% 24
2025
Q3 		$3.06M Sell
27,171
-800
-3% -$88.9K 1.18% 22
2025
Q2 		$3.02M Sell
27,971
-500
-2% -$53.4K 1.28% 21
2025
Q1 		$3.39M Sell
28,471
-650
-2% -$71.9K 1.57% 20
2024
Q4 		$3.13M Sell
29,121
-650
-2% -$76K 1.29% 21
2024
Q3 		$3.49M Sell
29,771
-482
-2% -$55.7K 1.51% 20
2024
Q2 		$3.48M Sell
30,253
-933
-3% -$109K 1.52% 18
2024
Q1 		$3.63M Sell
31,186
-500
-2% -$52.3K 1.56% 19
2023
Q4 		$3.17M Buy
31,686
+8,150
+35% +$857K 1.43% 21
2023
Q3 		$2.77M Hold
23,536
– – 1.38% 21
2023
Q2 		$2.52M Hold
23,536
– – 1.22% 21
2023
Q1 		$2.58M Sell
23,536
-34
-0.1% -$3.76K 1.33% 22
2022
Q4 		$2.6M Hold
23,570
– – 1.38% 22
2022
Q3 		$2.06M Hold
23,570
– – 1.18% 23
2022
Q2 		$2.02M Sell
23,570
-550
-2% -$49.6K 1.11% 23
2022
Q1 		$1.99M Hold
24,120
– – 0.88% 24
2021
Q4 		$1.48M Buy
24,120
+1,150
+5% +$71.9K 0.6% 29
2021
Q3 		$1.35M Hold
22,970
– – 0.61% 31
2021
Q2 		$1.45M Buy
22,970
+1,000
+5% +$59.7K 0.65% 32
2021
Q1 		$1.23M Hold
21,970
– – 0.61% 31
2020
Q4 		$906K Buy
21,970
+4,200
+24% +$157K 0.5% 33
2020
Q3 		$610K Buy
17,770
+100
+0.6% +$4.09K 0.4% 33
2020
Q2 		$790K Buy
17,670
+4,640
+36% +$208K 0.54% 31
2020
Q1 		$495K Buy
13,030
+3,925
+43% +$217K 0.41% 33
2019
Q4 		$635K Sell
9,105
-250
-3% -$17.3K 0.39% 35
2019
Q3 		$661K Hold
9,355
– – 0.43% 35
2019
Q2 		$717K Sell
9,355
-50
-0.5% -$3.87K 0.48% 36
2019
Q1 		$760K Sell
9,405
-900
-9% -$68.6K 0.5% 35
2018
Q4 		$703K Sell
10,305
-400
-4% -$31.4K 0.5% 38
2018
Q3 		$910K Sell
10,705
-100
-0.9% -$8.18K 0.54% 37
2018
Q2 		$894K Hold
10,805
– – 0.55% 37
2018
Q1 		$806K Sell
10,805
-750
-6% -$60K 0.5% 39
2017
Q4 		$966K Sell
11,555
-100
-0.9% -$8.27K 0.57% 39
2017
Q3 		$955K Buy
11,655
+600
+5% +$47.6K 0.61% 39
2017
Q2 		$892K Sell
11,055
-250
-2% -$20.5K 0.59% 40
2017
Q1 		$927K Sell
11,305
-250
-2% -$20.9K 0.62% 41
2016
Q4 		$1.04M Hold
11,555
– – 0.72% 39
2016
Q3 		$1.01M Sell
11,555
-1,228
-10% -$109K 0.79% 39
2016
Q2 		$1.2M Sell
12,783
-350
-3% -$30.9K 0.96% 35
2016
Q1 		$1.1M Sell
13,133
-4,000
-23% -$320K 0.88% 36
2015
Q4 		$1.34M Hold
17,133
– – 1% 34
2015
Q3 		$1.27M Buy
17,133
+4,200
+32% +$324K 1% 34
2015
Q2 		$1.08M Hold
12,933
– – 0.8% 37
2015
Q1 		$1.1M Sell
12,933
-2,800
-18% -$248K 0.82% 37
2014
Q4 		$1.46M Buy
15,733
+990
+7% +$92.3K 1.03% 34
2014
Q3 		$1.39M Hold
14,743
– – 1.02% 32
2014
Q2 		$1.48M Buy
14,743
+900
+7% +$90.8K 1.11% 30
2014
Q1 		$1.35M Sell
13,843
-4,900
-26% -$467K 1.06% 30
2013
Q4 		$1.9M Buy
+18,743
New +$1.73M 1.47% 27

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Hoertkorn Richard Charles's XOM Position: Q2 2026 in Review

Hoertkorn Richard Charles reduced its ExxonMobil (XOM) stake by 88% in Q2 2026, selling an estimated $1.79M and leaving 1,600 shares worth $219K. The position accounts for 0.15% of the portfolio, ranked #34.

Hoertkorn Richard Charles first reported a position in XOM in Q4 2013 and has held it in 51 quarters since. The position peaked at $3.63M in Q1 2024. 1,309 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Hoertkorn Richard Charles held 1,600 shares of ExxonMobil worth $219K as of Q2 2026.
  • Hoertkorn Richard Charles sold 11,953 ExxonMobil shares in Q2 2026, an estimated $1.79M.
  • ExxonMobil made up 0.15% of Hoertkorn Richard Charles's portfolio in Q2 2026, its #34 holding.
  • Hoertkorn Richard Charles first reported a position in ExxonMobil in Q4 2013 and has held it in 51 quarters since.
  • Hoertkorn Richard Charles's ExxonMobil position peaked at $3.63M in Q1 2024.
  • 1,309 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2026, filed 23 Jul 2026.