Moment Partners’s ExxonMobil XOM Stock Holding History

Moment Partners’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	$556K	Sell	4,069 -100	-2%	-$15K	0.1%	53
2026 Q1	$707K	Hold	4,169	–	–	0.13%	49
2025 Q4	$502K	Hold	4,169	–	–	0.1%	56
2025 Q3	$470K	Sell	4,169 -8	-0.2%	-$889	0.08%	71
2025 Q2	$450K	Sell	4,177 -140	-3%	-$15K	0.08%	73
2025 Q1	$513K	Hold	4,317	–	–	0.1%	64
2024 Q4	$464K	Buy	+4,317	New	+$505K	0.09%	67

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

Moment Partners's XOM Position: Q2 2026 in Review

Moment Partners reduced its ExxonMobil (XOM) stake by 2.4% in Q2 2026, selling an estimated $15K and leaving 4,069 shares worth $556K. The position accounts for 0.1% of the portfolio, ranked #53.

Moment Partners first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $707K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Moment Partners held 4,069 shares of ExxonMobil worth $556K as of Q2 2026.
Moment Partners sold 100 ExxonMobil shares in Q2 2026, an estimated $15K.
ExxonMobil made up 0.1% of Moment Partners's portfolio in Q2 2026, its #53 holding.
Moment Partners first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Moment Partners's ExxonMobil position peaked at $707K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.