Madrona Financial Services’s ExxonMobil XOM Stock Holding History

Madrona 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	$207K	Sell	1,516 -6	-0.4%	-$898	0.04%	135
2026 Q1	$258K	Buy	+1,522	New	+$222K	0.06%	102
2025 Q4	–	Sell	-1,992	Closed	-$225K	–	139
2025 Q3	$225K	Buy	+1,992	New	+$221K	0.05%	108
2019 Q2	–	Sell	-2,600	Closed	-$210K	–	59
2019 Q1	$210K	Buy	+2,600	New	+$198K	0.23%	41
2018 Q4	–	Sell	-2,400	Closed	-$204K	–	44
2018 Q3	$204K	Sell	2,400 -308	-11%	-$25.2K	0.16%	42
2018 Q2	$224K	Buy	2,708 +8	+0.3%	+$637	0.18%	40
2018 Q1	$201K	Hold	2,700	–	–	0.16%	43
2017 Q4	$226K	Sell	2,700 -10	-0.4%	-$827	0.19%	38
2017 Q3	$222K	Buy	2,710 +10	+0.4%	+$794	0.2%	37
2017 Q2	$218K	Sell	2,700 -8,345	-76%	-$683K	0.22%	35
2017 Q1	$906K	Buy	11,045 +15	+0.1%	+$1.25K	0.97%	16
2016 Q4	$996K	Hold	11,030	–	–	1.1%	18
2016 Q3	$963K	Hold	11,030	–	–	1.02%	19
2016 Q2	$1.03M	Hold	11,030	–	–	1.1%	19
2016 Q1	$922K	Hold	11,030	–	–	0.95%	21
2015 Q4	$860K	Buy	11,030 +2,400	+28%	+$192K	0.86%	16
2015 Q3	$642K	Hold	8,630	–	–	0.69%	18
2015 Q2	$718K	Hold	8,630	–	–	0.73%	17
2015 Q1	$734K	Sell	8,630 -77	-0.9%	-$6.83K	0.74%	19
2014 Q4	$805K	Buy	+8,707	New	+$812K	0.85%	17

Other funds holding XOM

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

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

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

Madrona Financial Services's XOM Position: Q2 2026 in Review

Madrona Financial Services reduced its ExxonMobil (XOM) stake by 0.39% in Q2 2026, selling an estimated $898 and leaving 1,516 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #135.

Madrona Financial Services first reported a position in XOM in Q4 2014 and has held it in 20 quarters since. The position peaked at $1.03M in Q2 2016. 1,443 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Madrona Financial Services held 1,516 shares of ExxonMobil worth $207K as of Q2 2026.
Madrona Financial Services sold 6 ExxonMobil shares in Q2 2026, an estimated $898.
ExxonMobil made up 0.04% of Madrona Financial Services's portfolio in Q2 2026, its #135 holding.
Madrona Financial Services first reported a position in ExxonMobil in Q4 2014 and has held it in 20 quarters since.
Madrona Financial Services's ExxonMobil position peaked at $1.03M in Q2 2016.
1,443 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.