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Kohmann Bosshard Financial Services’s ExxonMobil XOM Stock Holding History

Kohmann Bosshard Financial Services’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 		$1.1M Buy
8,026
+568
+8% +$85K 0.09% 82
2026
Q1 		$1.27M Sell
7,458
-11
-0.1% -$1.6K 0.12% 69
2025
Q4 		$899K Sell
7,469
-270
-3% -$31.3K 0.08% 109
2025
Q3 		$873K Buy
7,739
+730
+10% +$81.2K 0.09% 95
2025
Q2 		$756K Sell
7,009
-249
-3% -$26.6K 0.08% 95
2025
Q1 		$863K Buy
7,258
+180
+3% +$19.9K 0.1% 88
2024
Q4 		$761K Sell
7,078
-268
-4% -$31.3K 0.09% 91
2024
Q3 		$861K Sell
7,346
-125
-2% -$14.4K 0.11% 81
2024
Q2 		$860K Sell
7,471
-337
-4% -$39.3K 0.12% 81
2024
Q1 		$908K Buy
7,808
+490
+7% +$51.3K 0.13% 80
2023
Q4 		$732K Buy
7,318
+251
+4% +$26.4K 0.11% 86
2023
Q3 		$831K Hold
7,067
– – 0.14% 75
2023
Q2 		$758K Buy
7,067
+3,099
+78% +$338K 0.13% 80
2023
Q1 		$435K Buy
3,968
+111
+3% +$12.3K 0.08% 97
2022
Q4 		$425K Hold
3,857
– – 0.08% 96
2022
Q3 		$337K Hold
3,857
– – 0.07% 97
2022
Q2 		$330K Buy
3,857
+500
+15% +$45.1K 0.07% 95
2022
Q1 		$277K Buy
+3,357
New +$261K 0.05% 105
2020
Q3 		– Sell
-2,648
Closed -$119K – 127
2020
Q2 		$119K Buy
+2,648
New +$119K 0.04% 116
2020
Q1 		– Sell
-2,393
Closed -$167K – 126
2019
Q4 		$167K Hold
2,393
– – 0.06% 86
2019
Q3 		$169K Buy
+2,393
New +$173K 0.07% 85

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Kohmann Bosshard Financial Services's XOM Position: Q2 2026 in Review

Kohmann Bosshard Financial Services increased its ExxonMobil (XOM) stake by 7.6% in Q2 2026, buying an estimated $85K and bringing the position to 8,026 shares worth $1.1M. The position accounts for 0.09% of the portfolio, ranked #82.

Kohmann Bosshard Financial Services first reported a position in XOM in Q3 2019 and has held it in 21 quarters since. The position peaked at $1.27M in Q1 2026. 1,516 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Kohmann Bosshard Financial Services held 8,026 shares of ExxonMobil worth $1.1M as of Q2 2026.
  • Kohmann Bosshard Financial Services bought 568 ExxonMobil shares in Q2 2026, an estimated $85K.
  • ExxonMobil made up 0.09% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #82 holding.
  • Kohmann Bosshard Financial Services first reported a position in ExxonMobil in Q3 2019 and has held it in 21 quarters since.
  • Kohmann Bosshard Financial Services's ExxonMobil position peaked at $1.27M in Q1 2026.
  • 1,516 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.