IIM
XOM icon

Ipswich Investment Management’s ExxonMobil XOM Stock Holding History

Ipswich Investment 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 		$12.3M Buy
89,933
+4,424
+5% +$662K 2.6% 9
2026
Q1 		$14.5M Sell
85,509
-4,012
-4% -$585K 3.41% 4
2025
Q4 		$10.8M Buy
89,521
+407
+0.5% +$47.2K 2.49% 9
2025
Q3 		$10M Sell
89,114
-2,798
-3% -$311K 2.35% 9
2025
Q2 		$9.91M Sell
91,912
-3,675
-4% -$393K 2.39% 10
2025
Q1 		$11.4M Sell
95,587
-1,010
-1% -$112K 2.82% 5
2024
Q4 		$10.4M Sell
96,597
-55
-0.1% -$6.43K 2.5% 8
2024
Q3 		$11.3M Sell
96,652
-7,535
-7% -$870K 2.62% 5
2024
Q2 		$12M Sell
104,187
-518
-0.5% -$60.3K 2.81% 4
2024
Q1 		$12.2M Sell
104,705
-910
-0.9% -$95.2K 2.85% 4
2023
Q4 		$10.6M Buy
105,615
+772
+0.7% +$81.1K 2.67% 5
2023
Q3 		$12.3M Sell
104,843
-49
-0% -$5.38K 3.37% 3
2023
Q2 		$11.2M Sell
104,892
-731
-0.7% -$79.8K 2.96% 3
2023
Q1 		$11.6M Sell
105,623
-650
-0.6% -$71.9K 3.17% 3
2022
Q4 		$11.7M Sell
106,273
-566
-0.5% -$60.6K 3.36% 3
2022
Q3 		$9.33M Sell
106,839
-6,818
-6% -$622K 2.97% 3
2022
Q2 		$9.73M Buy
113,657
+742
+0.7% +$66.9K 2.8% 3
2022
Q1 		$9.33M Sell
112,915
-6,438
-5% -$500K 2.32% 6
2021
Q4 		$7.3M Sell
119,353
-800
-0.7% -$50K 1.7% 12
2021
Q3 		$7.07M Sell
120,153
-642
-0.5% -$36.6K 1.81% 12
2021
Q2 		$7.62M Sell
120,795
-3,520
-3% -$210K 1.95% 9
2021
Q1 		$6.94M Sell
124,315
-453
-0.4% -$23.8K 1.95% 8
2020
Q4 		$5.14M Sell
124,768
-2,194
-2% -$82.3K 1.54% 15
2020
Q3 		$4.36M Hold
126,962
– – 1.4% 17
2020
Q2 		$5.68M Sell
126,962
-2,245
-2% -$101K 1.96% 9
2020
Q1 		$4.91M Sell
129,207
-4,498
-3% -$248K 1.93% 10
2019
Q4 		$9.33M Buy
133,705
+360
+0.3% +$24.9K 2.74% 3
2019
Q3 		$9.41M Sell
133,345
-20,655
-13% -$1.49M 3% 3
2019
Q2 		$11.8M Buy
154,000
+1,885
+1% +$146K 3.77% 2
2019
Q1 		$12.3M Buy
152,115
+1,545
+1% +$118K 4.02% 1
2018
Q4 		$10.3M Buy
150,570
+2,680
+2% +$210K 3.76% 1
2018
Q3 		$12.6M Buy
147,890
+2,495
+2% +$204K 4.25% 1
2018
Q2 		$12M Buy
145,395
+32,386
+29% +$2.58M 5.53% 1
2018
Q1 		$8.43M Buy
113,009
+1,550
+1% +$124K 3.56% 3
2017
Q4 		$9.32M Sell
111,459
-360
-0.3% -$29.8K 3.95% 1
2017
Q3 		$9.17M Sell
111,819
-2,480
-2% -$197K 4.12% 1
2017
Q2 		$9.23M Sell
114,299
-6,557
-5% -$536K 4.32% 1
2017
Q1 		$9.91M Sell
120,856
-312
-0.3% -$26.1K 4.32% 1
2016
Q4 		$10.9M Buy
121,168
+7,992
+7% +$698K 4.95% 1
2016
Q3 		$9.88M Sell
113,176
-625
-0.5% -$55.5K 4.83% 1
2016
Q2 		$10.7M Sell
113,801
-683
-0.6% -$60.4K 5.28% 1
2016
Q1 		$10.1M Sell
114,484
-10,712
-9% -$858K 4.83% 1
2015
Q4 		$9.76M Sell
125,196
-452
-0.4% -$36.1K 4.4% 1
2015
Q3 		$9.34M Sell
125,648
-7,699
-6% -$593K 4.45% 1
2015
Q2 		$11.1M Sell
133,347
-1,400
-1% -$120K 5% 1
2015
Q1 		$11.5M Sell
134,747
-1,077
-0.8% -$95.5K 5.02% 1
2014
Q4 		$12.6M Sell
135,824
-674
-0.5% -$62.9K 5.35% 1
2014
Q3 		$12.8M Sell
136,498
-365
-0.3% -$36.4K 5.46% 1
2014
Q2 		$13.8M Sell
136,863
-648
-0.5% -$65.4K 5.34% 1
2014
Q1 		$13.4M Buy
137,511
+5,705
+4% +$544K 5.78% 1
2013
Q4 		$13.3M Sell
131,806
-480
-0.4% -$44.4K 5.57% 1
2013
Q3 		$11.4M Sell
132,286
-350
-0.3% -$31.6K 5.12% 1
2013
Q2 		$12M Buy
+132,636
New +$11.9M 5.17% 1

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

Ipswich Investment Management's XOM Position: Q2 2026 in Review

Ipswich Investment Management increased its ExxonMobil (XOM) stake by 5.2% in Q2 2026, buying an estimated $662K and bringing the position to 89,933 shares worth $12.3M. The position accounts for 2.6% of the portfolio, ranked #9.

Ipswich Investment Management first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.5M in Q1 2026. 1,433 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Ipswich Investment Management held 89,933 shares of ExxonMobil worth $12.3M as of Q2 2026.
  • Ipswich Investment Management bought 4,424 ExxonMobil shares in Q2 2026, an estimated $662K.
  • ExxonMobil made up 2.6% of Ipswich Investment Management's portfolio in Q2 2026, its #9 holding.
  • Ipswich Investment Management first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Ipswich Investment Management's ExxonMobil position peaked at $14.5M in Q1 2026.
  • 1,433 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.