Montchanin Asset Management’s ExxonMobil XOM Stock Holding History

Montchanin Asset 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	$241K	Buy	1,766 +111	+7%	+$16.6K	0.25%	56
2026 Q1	$281K	Buy	+1,655	New	+$242K	0.3%	45
2024 Q4	–	Sell	-2,655	Closed	-$311K	–	60
2024 Q3	$311K	Buy	+2,655	New	+$307K	0.29%	49
2023 Q2	–	Sell	-2,445	Closed	-$268K	–	53
2023 Q1	$268K	Sell	2,445 -200	-8%	-$22.1K	0.34%	42
2022 Q4	$292K	Hold	2,645	–	–	0.4%	39
2022 Q3	$231K	Hold	2,645	–	–	0.33%	46
2022 Q2	$227K	Buy	+2,645	New	+$239K	0.31%	44

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

Montchanin Asset Management's XOM Position: Q2 2026 in Review

Montchanin Asset Management increased its ExxonMobil (XOM) stake by 6.7% in Q2 2026, buying an estimated $16.6K and bringing the position to 1,766 shares worth $241K. The position accounts for 0.25% of the portfolio, ranked #56.

Montchanin Asset Management first reported a position in XOM in Q2 2022 and has held it in 7 quarters since. The position peaked at $311K in Q3 2024. 1,944 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Montchanin Asset Management held 1,766 shares of ExxonMobil worth $241K as of Q2 2026.
Montchanin Asset Management bought 111 ExxonMobil shares in Q2 2026, an estimated $16.6K.
ExxonMobil made up 0.25% of Montchanin Asset Management's portfolio in Q2 2026, its #56 holding.
Montchanin Asset Management first reported a position in ExxonMobil in Q2 2022 and has held it in 7 quarters since.
Montchanin Asset Management's ExxonMobil position peaked at $311K in Q3 2024.
1,944 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Montchanin Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.