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McGrath & Associates’s ExxonMobil XOM Stock Holding History

McGrath & Associates’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 		– Sell
-2,439
Closed -$414K – 45
2026
Q1 		$414K Sell
2,439
-150
-6% -$21.9K 0.61% 27
2025
Q4 		$312K Sell
2,589
-70
-3% -$8.12K 0.44% 38
2025
Q3 		$300K Sell
2,659
-68
-2% -$7.56K 0.45% 36
2025
Q2 		$294K Buy
2,727
+470
+21% +$50.2K 0.48% 35
2025
Q1 		$268K Hold
2,257
– – 0.49% 36
2024
Q4 		$243K Buy
+2,257
New +$264K 0.49% 36

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

McGrath & Associates's XOM Position: Q2 2026 in Review

McGrath & Associates sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 2,439 shares — an estimated $414K sold.

McGrath & Associates first reported a position in XOM in Q4 2024 and held it in 6 quarters. The position peaked at $414K in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • McGrath & Associates reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • McGrath & Associates sold 2,439 ExxonMobil shares in Q2 2026, an estimated $414K.
  • McGrath & Associates first reported a position in ExxonMobil in Q4 2024 and held it in 6 quarters.
  • McGrath & Associates's ExxonMobil position peaked at $414K in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on McGrath & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.