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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)
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
Asset Management One
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
RG
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 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. 1,621 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.
  • 1,621 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.