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Holcombe Financial’s ExxonMobil XOM Stock Holding History

Holcombe Financial’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 		$1.39M Hold
10,194
– – 0.79% 19
2026
Q1 		$1.73M Sell
10,194
-47
-0.5% -$6.86K 1.02% 19
2025
Q4 		$1.23M Buy
10,241
+47
+0.5% +$5.45K 0.77% 19
2025
Q3 		$1.15M Hold
10,194
– – 0.8% 17
2025
Q2 		$1.1M Hold
10,194
– – 0.83% 16
2025
Q1 		$1.21M Sell
10,194
-242
-2% -$26.8K 1.01% 15
2024
Q4 		$1.12M Buy
+10,436
New +$1.22M 0.92% 14

Other funds holding XOM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

Holcombe Financial's XOM Position: Q2 2026 in Review

Holcombe Financial held its ExxonMobil (XOM) position steady in Q2 2026 at 10,194 shares worth $1.39M. The position accounts for 0.79% of the portfolio, ranked #19.

Holcombe Financial first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.73M in Q1 2026. 2,514 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Holcombe Financial held 10,194 shares of ExxonMobil worth $1.39M as of Q2 2026.
  • Holcombe Financial left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.79% of Holcombe Financial's portfolio in Q2 2026, its #19 holding.
  • Holcombe Financial first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Holcombe Financial's ExxonMobil position peaked at $1.73M in Q1 2026.
  • 2,514 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Holcombe Financial's 13F filing for Q2 2026, filed 13 Jul 2026.