IP
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Isthmus Partners’s ExxonMobil XOM Stock Holding History

Isthmus Partners’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 		$1.18M Hold
8,605
– – 0.11% 125
2026
Q1 		$1.46M Sell
8,605
-429
-5% -$62.6K 0.15% 116
2025
Q4 		$1.09M Buy
+9,034
New +$1.05M 0.12% 119
2025
Q3 		– Sell
-8,920
Closed -$962K – 228
2025
Q2 		$962K Buy
8,920
+398
+5% +$42.5K 0.11% 115
2025
Q1 		$1.01M Buy
8,522
+800
+10% +$88.5K 0.13% 115
2024
Q4 		$831K Hold
7,722
– – 0.1% 117
2024
Q3 		$905K Hold
7,722
– – 0.11% 114
2024
Q2 		$889K Hold
7,722
– – 0.1% 113
2024
Q1 		$898K Sell
7,722
-1,352
-15% -$141K 0.1% 118
2023
Q4 		$907K Hold
9,074
– – 0.12% 118
2023
Q3 		$1.07M Buy
9,074
+420
+5% +$46.1K 0.15% 111
2023
Q2 		$928K Buy
8,654
+30
+0.3% +$3.27K 0.13% 115
2023
Q1 		$946K Hold
8,624
– – 0.13% 114
2022
Q4 		$951K Hold
8,624
– – 0.14% 114
2022
Q3 		$753K Hold
8,624
– – 0.13% 115
2022
Q2 		$739K Hold
8,624
– – 0.14% 112
2022
Q1 		$712K Sell
8,624
-79,939
-90% -$6.21M 0.12% 118
2021
Q4 		$5.42M Sell
88,563
-707
-0.8% -$44.2K 0.91% 42
2021
Q3 		$5.25M Buy
89,270
+342
+0.4% +$19.5K 0.95% 46
2021
Q2 		$5.61M Sell
88,928
-4,911
-5% -$293K 0.99% 45
2021
Q1 		$5.24M Buy
93,839
+21,758
+30% +$1.14M 0.96% 45
2020
Q4 		$2.97M Sell
72,081
-28,819
-29% -$1.08M 0.6% 48
2020
Q3 		$3.46M Buy
100,900
+2,970
+3% +$121K 0.81% 43
2020
Q2 		$4.38M Buy
97,930
+861
+0.9% +$38.6K 1.08% 40
2020
Q1 		$3.69M Buy
97,069
+443
+0.5% +$24.5K 1.13% 39
2019
Q4 		$6.74M Sell
96,626
-1,181
-1% -$81.7K 1.54% 37
2019
Q3 		$6.91M Sell
97,807
-116
-0.1% -$8.39K 1.64% 33
2019
Q2 		$7.5M Buy
97,923
+16,119
+20% +$1.25M 1.79% 21
2019
Q1 		$6.28M Buy
81,804
+6,268
+8% +$478K 1.53% 40
2018
Q4 		$5.15M Sell
75,536
-9,777
-11% -$767K 1.55% 30
2018
Q3 		$7.25M Buy
85,313
+2,611
+3% +$213K 1.83% 25
2018
Q2 		$6.84M Buy
82,702
+908
+1% +$72.3K 1.78% 28
2018
Q1 		$6.1M Buy
81,794
+1,984
+2% +$159K 1.65% 36
2017
Q4 		$6.67M Buy
79,810
+108
+0.1% +$8.93K 1.82% 28
2017
Q3 		$6.53M Sell
79,702
-248
-0.3% -$19.7K 1.83% 23
2017
Q2 		$6.45M Buy
79,950
+250
+0.3% +$20.5K 1.89% 21
2017
Q1 		$6.54M Buy
79,700
+942
+1% +$78.7K 1.92% 21
2016
Q4 		$7.11M Buy
78,758
+1,374
+2% +$120K 2.15% 7
2016
Q3 		$6.74M Sell
77,384
-78
-0.1% -$6.92K 2.14% 9
2016
Q2 		$7.26M Buy
77,462
+23
+0% +$2.03K 2.39% 3
2016
Q1 		$6.47M Buy
77,439
+3,045
+4% +$244K 2.16% 9
2015
Q4 		$5.8M Buy
74,394
+883
+1% +$70.6K 2.02% 18
2015
Q3 		$5.47M Buy
73,511
+1,944
+3% +$150K 2.01% 18
2015
Q2 		$5.95M Buy
71,567
+1,015
+1% +$87.3K 1.97% 19
2015
Q1 		$6M Buy
70,552
+2,682
+4% +$238K 2.03% 20
2014
Q4 		$6.28M Buy
+67,870
New +$6.33M 2.14% 12

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

Isthmus Partners's XOM Position: Q2 2026 in Review

Isthmus Partners held its ExxonMobil (XOM) position steady in Q2 2026 at 8,605 shares worth $1.18M. The position accounts for 0.11% of the portfolio, ranked #125.

Isthmus Partners first reported a position in XOM in Q4 2014 and has held it in 46 quarters since. The position peaked at $7.5M in Q2 2019. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Isthmus Partners held 8,605 shares of ExxonMobil worth $1.18M as of Q2 2026.
  • Isthmus Partners left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.11% of Isthmus Partners's portfolio in Q2 2026, its #125 holding.
  • Isthmus Partners first reported a position in ExxonMobil in Q4 2014 and has held it in 46 quarters since.
  • Isthmus Partners's ExxonMobil position peaked at $7.5M in Q2 2019.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.