Mendel Capital Management’s ExxonMobil XOM Stock Holding History

Mendel 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	$554K	Buy	4,055 +6	+0.1%	+$898	0.25%	63
2026 Q1	$687K	Buy	+4,049	New	+$591K	0.35%	56
2025 Q3	$385K	Buy	3,416 +314	+10%	+$34.9K	0.2%	74
2025 Q2	$334K	Buy	3,102 +438	+16%	+$46.8K	0.19%	75
2025 Q1	$317K	Buy	2,664 +168	+7%	+$18.6K	0.19%	78
2024 Q4	$269K	Buy	2,496 +103	+4%	+$12K	0.16%	80
2024 Q3	$280K	Sell	2,393 -635	-21%	-$73.3K	0.17%	82
2024 Q2	$349K	Buy	3,028 +45	+2%	+$5.24K	0.23%	72
2024 Q1	$347K	Buy	2,983 +310	+12%	+$32.4K	0.23%	71
2023 Q4	$267K	Buy	2,673 +201	+8%	+$21.1K	0.19%	81
2023 Q3	$291K	Hold	2,472	–	–	0.24%	75
2023 Q2	$265K	Buy	2,472 +10	+0.4%	+$1.09K	0.21%	74
2023 Q1	$270K	Buy	2,462 +38	+2%	+$4.2K	0.24%	66
2022 Q4	$267K	Buy	2,424 +9	+0.4%	+$964	0.28%	55
2022 Q3	$211K	Buy	2,415 +20	+0.8%	+$1.83K	0.25%	59
2022 Q2	$205K	Buy	+2,395	New	+$216K	0.23%	62

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Mendel Capital Management increased its ExxonMobil (XOM) stake by 0.15% in Q2 2026, buying an estimated $898 and bringing the position to 4,055 shares worth $554K. The position accounts for 0.25% of the portfolio, ranked #63.

Mendel Capital Management first reported a position in XOM in Q2 2022 and has held it in 16 quarters since. The position peaked at $687K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Mendel Capital Management held 4,055 shares of ExxonMobil worth $554K as of Q2 2026.
Mendel Capital Management bought 6 ExxonMobil shares in Q2 2026, an estimated $898.
ExxonMobil made up 0.25% of Mendel Capital Management's portfolio in Q2 2026, its #63 holding.
Mendel Capital Management first reported a position in ExxonMobil in Q2 2022 and has held it in 16 quarters since.
Mendel Capital Management's ExxonMobil position peaked at $687K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.