Ironwood Financial’s ExxonMobil XOM Stock Holding History

Ironwood 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	$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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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. 2,125 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.
2,125 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.