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McElhenny Sheffield Capital Management’s ExxonMobil XOM Stock Holding History

McElhenny Sheffield Capital Management’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 		$1.3M Buy
9,534
+824
+9% +$123K 0.32% 15
2026
Q1 		$1.48M Buy
8,710
+201
+2% +$29.3K 0.37% 14
2025
Q4 		$1.02M Sell
8,509
-15,261
-64% -$1.77M 0.25% 21
2025
Q3 		$2.68M Sell
23,770
-43,062
-64% -$4.79M 0.64% 12
2025
Q2 		$7.2M Sell
66,832
-4
-0% -$428 1.92% 10
2025
Q1 		$7.95M Sell
66,836
-2,438
-4% -$270K 2.98% 6
2024
Q4 		$7.45M Buy
69,274
+3,320
+5% +$388K 2.5% 8
2024
Q3 		$7.73M Buy
65,954
+13
+0% +$1.5K 2.54% 9
2024
Q2 		$7.59M Buy
65,941
+2,716
+4% +$316K 2.62% 9
2024
Q1 		$7.35M Sell
63,225
-1,243
-2% -$130K 2.62% 10
2023
Q4 		$6.45M Buy
64,468
+933
+1% +$98.1K 2.62% 9
2023
Q3 		$7.47M Sell
63,535
-897
-1% -$98.4K 3.8% 7
2023
Q2 		$6.91M Sell
64,432
-341
-0.5% -$37.2K 2.95% 9
2023
Q1 		$7.11M Buy
64,773
+281
+0.4% +$31.1K 3.74% 11
2022
Q4 		$7.06M Buy
64,492
+589
+0.9% +$63.1K 3.27% 8
2022
Q3 		$5.58M Hold
63,903
– – 4.26% 4
2022
Q2 		$5.47M Hold
63,903
– – 2.55% 5
2022
Q1 		$5.28M Sell
63,903
-531
-0.8% -$41.3K 1.84% 8
2021
Q4 		$3.94M Sell
64,434
-319
-0.5% -$19.9K 1.48% 9
2021
Q3 		$3.81M Buy
+64,753
New +$3.69M 1.72% 5

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

McElhenny Sheffield Capital Management's XOM Position: Q2 2026 in Review

McElhenny Sheffield Capital Management increased its ExxonMobil (XOM) stake by 9.5% in Q2 2026, buying an estimated $123K and bringing the position to 9,534 shares worth $1.3M. The position accounts for 0.32% of the portfolio, ranked #15.

McElhenny Sheffield Capital Management first reported a position in XOM in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.95M in Q1 2025. 1,517 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • McElhenny Sheffield Capital Management held 9,534 shares of ExxonMobil worth $1.3M as of Q2 2026.
  • McElhenny Sheffield Capital Management bought 824 ExxonMobil shares in Q2 2026, an estimated $123K.
  • ExxonMobil made up 0.32% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #15 holding.
  • McElhenny Sheffield Capital Management first reported a position in ExxonMobil in Q3 2021 and has held it in 20 quarters since.
  • McElhenny Sheffield Capital Management's ExxonMobil position peaked at $7.95M in Q1 2025.
  • 1,517 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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