Investment Partners Asset Management’s ExxonMobil XOM Stock Holding History

Investment Partners Asset 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
2026 Q2	$795K	Buy	5,813 +448	+8%	+$67.1K	0.44%	64
2026 Q1	$910K	Sell	5,365 -107	-2%	-$15.6K	0.56%	51
2025 Q4	$659K	Sell	5,472 -70	-1%	-$8.12K	0.41%	68
2025 Q3	$625K	Sell	5,542 -65	-1%	-$7.23K	0.41%	70
2025 Q2	$604K	Buy	5,607 +180	+3%	+$19.2K	0.42%	69
2025 Q1	$645K	Sell	5,427 -458	-8%	-$50.7K	0.51%	60
2024 Q4	$633K	Hold	5,885	–	–	0.5%	55
2024 Q3	$690K	Sell	5,885 -300	-5%	-$34.6K	0.57%	50
2024 Q2	$712K	Buy	6,185 +143	+2%	+$16.7K	0.63%	46
2024 Q1	$702K	Buy	6,042 +76	+1%	+$7.95K	0.63%	47
2023 Q4	$596K	Buy	+5,966	New	+$627K	0.59%	53

Other funds holding XOM

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ANRF

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Investment Partners Asset Management's XOM Position: Q2 2026 in Review

Investment Partners Asset Management increased its ExxonMobil (XOM) stake by 8.4% in Q2 2026, buying an estimated $67.1K and bringing the position to 5,813 shares worth $795K. The position accounts for 0.44% of the portfolio, ranked #64.

Investment Partners Asset Management first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $910K in Q1 2026. 1,624 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Investment Partners Asset Management held 5,813 shares of ExxonMobil worth $795K as of Q2 2026.
Investment Partners Asset Management bought 448 ExxonMobil shares in Q2 2026, an estimated $67.1K.
ExxonMobil made up 0.44% of Investment Partners Asset Management's portfolio in Q2 2026, its #64 holding.
Investment Partners Asset Management first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Investment Partners Asset Management's ExxonMobil position peaked at $910K in Q1 2026.
1,624 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.