Marathon Capital Management’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
$1.29M Sell
9,412
-346
-4% -$51.8K 0.26% 67
2026
Q1
$1.66M Sell
9,758
-50
-0.5% -$7.3K 0.37% 57
2025
Q4
$1.18M Sell
9,808
-158
-2% -$18.3K 0.25% 66
2025
Q3
$1.12M Buy
9,966
+617
+7% +$68.6K 0.26% 68
2025
Q2
$1.01M Sell
9,349
-600
-6% -$64.1K 0.26% 66
2025
Q1
$1.18M Hold
9,949
0.32% 62
2024
Q4
$1.07M Sell
9,949
-58
-0.6% -$6.79K 0.27% 64
2024
Q3
$1.17M Hold
10,007
0.28% 64
2024
Q2
$1.15M Buy
10,007
+400
+4% +$46.6K 0.29% 63
2024
Q1
$1.12M Hold
9,607
0.27% 67
2023
Q4
$961K Buy
9,607
+454
+5% +$47.7K 0.24% 77
2023
Q3
$1.08M Buy
9,153
+199
+2% +$21.8K 0.27% 68
2023
Q2
$960K Buy
8,954
+81
+0.9% +$8.84K 0.24% 72
2023
Q1
$973K Hold
8,873
0.24% 72
2022
Q4
$979K Sell
8,873
-721
-8% -$77.3K 0.27% 65
2022
Q3
$838K Sell
9,594
-50
-0.5% -$4.57K 0.24% 74
2022
Q2
$826K Buy
+9,644
New +$870K 0.27% 66
2022
Q1
Sell
-14,452
Closed -$884K 167
2021
Q4
$884K Sell
14,452
-1,967
-12% -$123K 0.21% 72
2021
Q3
$966K Buy
16,419
+1,960
+14% +$112K 0.22% 68
2021
Q2
$912K Sell
14,459
-425
-3% -$25.4K 0.21% 63
2021
Q1
$830K Sell
14,884
-2,224
-13% -$117K 0.22% 66
2020
Q4
$705K Buy
17,108
+50
+0.3% +$1.88K 0.21% 67
2020
Q3
$585K Sell
17,058
-339
-2% -$13.9K 0.21% 67
2020
Q2
$778K Sell
17,397
-1,350
-7% -$60.5K 0.3% 52
2020
Q1
$711K Sell
18,747
-465
-2% -$25.7K 0.33% 50
2019
Q4
$1.34M Buy
19,212
+12,428
+183% +$859K 0.46% 39
2019
Q3
$479K Sell
6,784
-216
-3% -$15.6K 0.19% 63
2019
Q2
$536K Buy
7,000
+3
+0% +$232 0.22% 61
2019
Q1
$565K Sell
6,997
-50
-0.7% -$3.81K 0.25% 54
2018
Q4
$480K Buy
7,047
+110
+2% +$8.63K 0.24% 56
2018
Q3
$589K Sell
6,937
-400
-5% -$32.7K 0.23% 55
2018
Q2
$606K Sell
7,337
-490
-6% -$39K 0.23% 52
2018
Q1
$583K Sell
7,827
-37
-0.5% -$2.96K 0.23% 50
2017
Q4
$657K Buy
7,864
+201
+3% +$16.6K 0.26% 47
2017
Q3
$628K Buy
7,663
+455
+6% +$36.1K 0.26% 40
2017
Q2
$582K Sell
7,208
-583
-7% -$47.7K 0.27% 43
2017
Q1
$639K Sell
7,791
-387
-5% -$32.3K 0.32% 43
2016
Q4
$738K Sell
8,178
-146
-2% -$12.8K 0.35% 38
2016
Q3
$726K Sell
8,324
-321
-4% -$28.5K 0.36% 41
2016
Q2
$810K Hold
8,645
0.42% 35
2016
Q1
$723K Sell
8,645
-100
-1% -$8.01K 0.37% 35
2015
Q4
$681K Sell
8,745
-376
-4% -$30.1K 0.36% 35
2015
Q3
$678K Hold
9,121
0.34% 41
2015
Q2
$759K Buy
9,121
+148
+2% +$12.7K 0.35% 39
2015
Q1
$763K Buy
8,973
+354
+4% +$31.4K 0.34% 37
2014
Q4
$797K Buy
8,619
+4
+0% +$373 0.73% 33
2014
Q3
$810K Sell
8,615
-997
-10% -$99.3K 0.73% 35
2014
Q2
$968K Sell
9,612
-296
-3% -$29.9K 0.78% 32
2014
Q1
$968K Sell
9,908
-897
-8% -$85.5K 0.73% 33
2013
Q4
$1.09M Buy
10,805
+454
+4% +$42K 0.79% 32
2013
Q3
$891K Buy
10,351
+178
+2% +$16K 0.77% 32
2013
Q2
$919K Buy
+10,173
New +$915K 0.78% 30

Other funds holding XOM

Marathon Capital Management's XOM Position: Q2 2026 in Review

Marathon Capital Management reduced its ExxonMobil (XOM) stake by 3.5% in Q2 2026, selling an estimated $51.8K and leaving 9,412 shares worth $1.29M. The position accounts for 0.26% of the portfolio, ranked #67.

Marathon Capital Management first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.66M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Marathon Capital Management held 9,412 shares of ExxonMobil worth $1.29M as of Q2 2026.
  • Marathon Capital Management sold 346 ExxonMobil shares in Q2 2026, an estimated $51.8K.
  • ExxonMobil made up 0.26% of Marathon Capital Management's portfolio in Q2 2026, its #67 holding.
  • Marathon Capital Management first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
  • Marathon Capital Management's ExxonMobil position peaked at $1.66M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Marathon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.