Monument Capital Management’s ExxonMobil XOM Stock Holding History

Monument 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	$1.99M	Buy	14,531 +494	+4%	+$73.9K	0.4%	82
2026 Q1	$2.38M	Buy	14,037 +42	+0.3%	+$6.13K	0.6%	67
2025 Q4	$1.68M	Sell	13,995 -413	-3%	-$47.9K	0.42%	80
2025 Q3	$1.62M	Sell	14,408 -1,879	-12%	-$209K	0.41%	83
2025 Q2	$1.76M	Sell	16,287 -769	-5%	-$82.2K	0.46%	77
2025 Q1	$2.03M	Sell	17,056 -1,706	-9%	-$189K	0.62%	64
2024 Q4	$2.02M	Buy	18,762 +1,471	+9%	+$172K	0.56%	63
2024 Q3	$2.03M	Buy	17,291 +1,516	+10%	+$175K	0.56%	64
2024 Q2	$1.82M	Buy	15,775 +2,669	+20%	+$311K	0.53%	63
2024 Q1	$1.52M	Sell	13,106 -2,104	-14%	-$220K	0.44%	69
2023 Q4	$1.52M	Sell	15,210 -21,272	-58%	-$2.24M	0.49%	66
2023 Q3	$4.29M	Buy	36,482 +923	+3%	+$101K	1.44%	12
2023 Q2	$3.81M	Sell	35,559 -267	-0.7%	-$29.1K	1.22%	17
2023 Q1	$3.93M	Buy	35,826 +4,809	+16%	+$532K	1.31%	17
2022 Q4	$3.42M	Buy	31,017 +22,417	+261%	+$2.4M	1.17%	19
2022 Q3	$751K	Buy	8,600 +2,868	+50%	+$262K	0.28%	81
2022 Q2	$491K	Buy	5,732 +553	+11%	+$49.9K	0.19%	98
2022 Q1	$428K	Buy	5,179 +168	+3%	+$13.1K	0.14%	102
2021 Q4	$307K	Sell	5,011 -75	-1%	-$4.69K	0.1%	121
2021 Q3	$299K	Hold	5,086	–	–	0.1%	126
2021 Q2	$321K	Buy	+5,086	New	+$304K	0.11%	114
2020 Q1	–	Sell	-28,269	Closed	-$1.97M	–	86
2019 Q4	$1.97M	Buy	28,269 +3,465	+14%	+$240K	1.01%	51
2019 Q3	$1.75M	Sell	24,804 -2,393	-9%	-$173K	0.95%	52
2019 Q2	$2.08M	Buy	27,197 +1,388	+5%	+$107K	1.12%	45
2019 Q1	$2.08M	Buy	25,809 +303	+1%	+$23.1K	1.19%	41
2018 Q4	$1.74M	Buy	25,506 +1,517	+6%	+$119K	1.09%	51
2018 Q3	$2.04M	Buy	23,989 +3,239	+16%	+$265K	1.15%	49
2018 Q2	$1.72M	Buy	20,750 +18,465	+808%	+$1.47M	1.19%	48
2018 Q1	$167K	Buy	2,285 +1,601	+234%	+$128K	0.11%	68
2017 Q4	$57K	Buy	+684	New	+$56.6K	0.04%	75

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

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

Monument Capital Management increased its ExxonMobil (XOM) stake by 3.5% in Q2 2026, buying an estimated $73.9K and bringing the position to 14,531 shares worth $1.99M. The position accounts for 0.4% of the portfolio, ranked #82.

Monument Capital Management first reported a position in XOM in Q4 2017 and has held it in 30 quarters since. The position peaked at $4.29M in Q3 2023. 2,113 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Monument Capital Management held 14,531 shares of ExxonMobil worth $1.99M as of Q2 2026.
Monument Capital Management bought 494 ExxonMobil shares in Q2 2026, an estimated $73.9K.
ExxonMobil made up 0.4% of Monument Capital Management's portfolio in Q2 2026, its #82 holding.
Monument Capital Management first reported a position in ExxonMobil in Q4 2017 and has held it in 30 quarters since.
Monument Capital Management's ExxonMobil position peaked at $4.29M in Q3 2023.
2,113 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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