Ironwood Financial’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $257K | Buy |
1,782
+86
| +5% | +$12.9K | 0.04% | 163 |
|
|
2026
Q1 | $288K | Buy |
+1,696
| New | +$248K | 0.05% | 141 |
|
|
2025
Q3 | – | Sell |
-1,685
| Closed | -$200K | – | 170 |
|
|
2025
Q2 | $200K | Hold |
1,685
| – | – | 0.04% | 156 |
|
|
2025
Q1 | $200K | Buy |
+1,685
| New | +$186K | 0.04% | 156 |
|
|
2021
Q4 | – | Sell |
-311
| Closed | -$18K | – | 562 |
|
|
2021
Q3 | $18K | Hold |
311
| – | – | 0.01% | 296 |
|
|
2021
Q2 | $20K | Buy |
311
+69
| +29% | +$4.12K | 0.01% | 280 |
|
|
2021
Q1 | $14K | Hold |
242
| – | – | ﹤0.01% | 309 |
|
|
2020
Q4 | $10K | Hold |
242
| – | – | ﹤0.01% | 324 |
|
|
2020
Q3 | $8K | Hold |
242
| – | – | ﹤0.01% | 283 |
|
|
2020
Q2 | $11K | Buy |
242
+218
| +908% | +$9.78K | 0.01% | 240 |
|
|
2020
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 339 |
|
|
2019
Q4 | $2K | Hold |
24
| – | – | ﹤0.01% | 356 |
|
|
2019
Q3 | $2K | Hold |
24
| – | – | ﹤0.01% | 359 |
|
|
2019
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 358 |
|
|
2019
Q1 | $2K | Hold |
24
| – | – | ﹤0.01% | 351 |
|
|
2018
Q4 | $2K | Hold |
24
| – | – | ﹤0.01% | 345 |
|
|
2018
Q3 | $2K | Hold |
24
| – | – | ﹤0.01% | 341 |
|
|
2018
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 263 |
|
|
2018
Q1 | $2K | Hold |
24
| – | – | ﹤0.01% | 236 |
|
|
2017
Q4 | $2K | Sell |
24
-318
| -93% | -$26.3K | ﹤0.01% | 241 |
|
|
2017
Q3 | $28K | Hold |
342
| – | – | 0.02% | 120 |
|
|
2017
Q2 | $28K | Hold |
342
| – | – | 0.02% | 113 |
|
|
2017
Q1 | $28K | Hold |
342
| – | – | 0.02% | 114 |
|
|
2016
Q4 | $31K | Hold |
342
| – | – | 0.02% | 106 |
|
|
2016
Q3 | $30K | Hold |
342
| – | – | 0.02% | 113 |
|
|
2016
Q2 | $32K | Hold |
342
| – | – | 0.02% | 110 |
|
|
2016
Q1 | $29K | Buy |
+342
| New | +$27.4K | 0.02% | 114 |
|
|
2015
Q3 | $26K | Hold |
357
| – | – | 0.01% | 150 |
|
|
2015
Q2 | $29K | Hold |
357
| – | – | 0.01% | 144 |
|
|
2015
Q1 | $30K | Sell |
357
-6
| -2% | -$532 | 0.01% | 141 |
|
|
2014
Q4 | $34K | Buy |
+363
| New | +$33.9K | 0.02% | 116 |
|
Other funds holding XOM
Ironwood Financial's XOM Position: Q2 2026 in Review
Ironwood Financial increased its ExxonMobil (XOM) stake by 5.1% in Q2 2026, buying an estimated $12.9K and bringing the position to 1,782 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #163.
Ironwood Financial first reported a position in XOM in Q4 2014 and has held it in 31 quarters since. The position peaked at $288K in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Ironwood Financial held 1,782 shares of ExxonMobil worth $257K as of Q2 2026.
- Ironwood Financial bought 86 ExxonMobil shares in Q2 2026, an estimated $12.9K.
- ExxonMobil made up 0.04% of Ironwood Financial's portfolio in Q2 2026, its #163 holding.
- Ironwood Financial first reported a position in ExxonMobil in Q4 2014 and has held it in 31 quarters since.
- Ironwood Financial's ExxonMobil position peaked at $288K in Q1 2026.
- 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.