Morgan Dempsey Capital Management’s ExxonMobil XOM Stock Holding History

Morgan Dempsey 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	–	Sell	-200	Closed	-$33.9K	–	153
2026 Q1	$33.9K	Hold	200	–	–	0.02%	90
2025 Q4	$24.1K	Hold	200	–	–	0.01%	94
2025 Q3	$22.6K	Hold	200	–	–	0.01%	103
2025 Q2	$3.5K	Hold	200	–	–	﹤0.01%	148
2025 Q1	$23.8K	Buy	200 +100	+100%	+$11.1K	0.01%	85
2024 Q4	$10.8K	Sell	100 -100	-50%	-$11.7K	﹤0.01%	101
2024 Q3	$23.4K	Hold	200	–	–	0.01%	77
2024 Q2	$23K	Hold	200	–	–	0.01%	67
2024 Q1	$23.2K	Hold	200	–	–	0.01%	64
2023 Q4	$20K	Hold	200	–	–	0.01%	68
2023 Q3	$23.5K	Buy	200 +100	+100%	+$11K	0.01%	65
2023 Q2	$10.7K	Hold	100	–	–	﹤0.01%	86
2023 Q1	$11K	Hold	100	–	–	﹤0.01%	84
2022 Q4	$11K	Hold	100	–	–	﹤0.01%	107
2022 Q3	$9K	Hold	100	–	–	﹤0.01%	118
2022 Q2	$9K	Hold	100	–	–	﹤0.01%	92
2022 Q1	$8K	Hold	100	–	–	﹤0.01%	97
2021 Q4	$6K	Hold	100	–	–	﹤0.01%	100
2021 Q3	$6K	Buy	+100	New	+$5.7K	﹤0.01%	95

Other funds holding XOM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Morgan Dempsey Capital Management's XOM Position: Q2 2026 in Review

Morgan Dempsey Capital Management increased its ExxonMobil (XOM) stake by 2.9% in Q2 2026, buying an estimated $262K and bringing the position to 61,676 shares worth $8.43M. The position accounts for 3.61% of the portfolio, ranked #6.

Morgan Dempsey Capital Management first reported a position in XOM in Q1 2016 and has held it in 33 quarters since. The position peaked at $15.1M in Q3 2023. 2,709 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Morgan Dempsey Capital Management held 61,676 shares of ExxonMobil worth $8.43M as of Q2 2026.
Morgan Dempsey Capital Management bought 1,753 ExxonMobil shares in Q2 2026, an estimated $262K.
ExxonMobil made up 3.61% of Morgan Dempsey Capital Management's portfolio in Q2 2026, its #6 holding.
Morgan Dempsey Capital Management first reported a position in ExxonMobil in Q1 2016 and has held it in 33 quarters since.
Morgan Dempsey Capital Management's ExxonMobil position peaked at $15.1M in Q3 2023.
2,709 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Morgan Dempsey Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.