Mount Vernon Associates’s ExxonMobil XOM Stock Holding History

Mount Vernon Associates’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	$598K	Sell	4,372 -100	-2%	-$15K	0.39%	40
2026 Q1	$759K	Hold	4,472	–	–	0.54%	36
2025 Q4	$538K	Hold	4,472	–	–	0.36%	39
2025 Q3	$504K	Hold	4,472	–	–	0.35%	37
2025 Q2	$482K	Hold	4,472	–	–	0.35%	38
2025 Q1	$532K	Hold	4,472	–	–	0.43%	38
2024 Q4	$481K	Hold	4,472	–	–	0.37%	38
2024 Q3	$524K	Hold	4,472	–	–	0.42%	39
2024 Q2	$515K	Sell	4,472 -100	-2%	-$11.6K	0.46%	38
2024 Q1	$531K	Hold	4,572	–	–	0.45%	40
2023 Q4	$457K	Hold	4,572	–	–	0.45%	39
2023 Q3	$538K	Sell	4,572 -249	-5%	-$27.3K	0.59%	36
2023 Q2	$517K	Hold	4,821	–	–	0.55%	37
2023 Q1	$529K	Hold	4,821	–	–	0.63%	34
2022 Q4	$532K	Hold	4,821	–	–	0.68%	34
2022 Q3	$421K	Hold	4,821	–	–	0.55%	34
2022 Q2	$413K	Sell	4,821 -150	-3%	-$13.5K	0.5%	38
2022 Q1	$411K	Sell	4,971 -115	-2%	-$8.94K	0.4%	40
2021 Q4	$311K	Sell	5,086 -300	-6%	-$18.8K	0.27%	45
2021 Q3	$317K	Hold	5,386	–	–	0.29%	43
2021 Q2	$340K	Sell	5,386 -700	-12%	-$41.8K	0.31%	43
2021 Q1	$340K	Sell	6,086 -335	-5%	-$17.6K	0.33%	44
2020 Q4	$265K	Sell	6,421 -750	-10%	-$28.1K	0.28%	44
2020 Q3	$246K	Hold	7,171	–	–	0.29%	44
2020 Q2	$321K	Sell	7,171 -49	-0.7%	-$2.2K	0.42%	36
2020 Q1	$274K	Sell	7,220 -100	-1%	-$5.52K	0.46%	35
2019 Q4	$511K	Hold	7,320	–	–	0.7%	32
2019 Q3	$517K	Hold	7,320	–	–	0.77%	31
2019 Q2	$561K	Hold	7,320	–	–	0.83%	30
2019 Q1	$591K	Hold	7,320	–	–	0.9%	31
2018 Q4	$499K	Hold	7,320	–	–	0.88%	31
2018 Q3	$622K	Buy	7,320 +117	+2%	+$9.57K	0.92%	31
2018 Q2	$596K	Sell	7,203 -857	-11%	-$68.3K	0.93%	31
2018 Q1	$601K	Hold	8,060	–	–	0.93%	33
2017 Q4	$674K	Hold	8,060	–	–	1.02%	33
2017 Q3	$661K	Hold	8,060	–	–	1.09%	33
2017 Q2	$651K	Sell	8,060 -100	-1%	-$8.18K	1.17%	33
2017 Q1	$669K	Sell	8,160 -50	-0.6%	-$4.18K	1.23%	33
2016 Q4	$741K	Sell	8,210 -100	-1%	-$8.74K	1.46%	31
2016 Q3	$725K	Sell	8,310 -704	-8%	-$62.5K	1.5%	31
2016 Q2	$845K	Buy	9,014 +400	+5%	+$35.4K	1.8%	28
2016 Q1	$720K	Sell	8,614 -400	-4%	-$32K	1.6%	30
2015 Q4	$703K	Hold	9,014	–	–	1.54%	31
2015 Q3	$670K	Sell	9,014 -100	-1%	-$7.71K	1.55%	33
2015 Q2	$758K	Sell	9,114 -100	-1%	-$8.6K	1.64%	30
2015 Q1	$783K	Hold	9,214	–	–	1.69%	28
2014 Q4	$852K	Buy	9,214 +668	+8%	+$62.3K	1.95%	22
2014 Q3	$804K	Sell	8,546 -200	-2%	-$19.9K	2%	22
2014 Q2	$881K	Hold	8,746	–	–	2.24%	20
2014 Q1	$854K	Sell	8,746 -143	-2%	-$13.6K	2.23%	21
2013 Q4	$900K	Sell	8,889 -33	-0.4%	-$3.05K	2.36%	18
2013 Q3	$768K	Sell	8,922 -23,000	-72%	-$2.07M	2.34%	19
2013 Q2	$2.88M	Buy	+31,922	New	+$2.87M	3.11%	15

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

Mount Vernon Associates's XOM Position: Q2 2026 in Review

Mount Vernon Associates reduced its ExxonMobil (XOM) stake by 2.2% in Q2 2026, selling an estimated $15K and leaving 4,372 shares worth $598K. The position accounts for 0.39% of the portfolio, ranked #40.

Mount Vernon Associates first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.88M in Q2 2013. 2,003 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Mount Vernon Associates held 4,372 shares of ExxonMobil worth $598K as of Q2 2026.
Mount Vernon Associates sold 100 ExxonMobil shares in Q2 2026, an estimated $15K.
ExxonMobil made up 0.39% of Mount Vernon Associates's portfolio in Q2 2026, its #40 holding.
Mount Vernon Associates first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
Mount Vernon Associates's ExxonMobil position peaked at $2.88M in Q2 2013.
2,003 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Mount Vernon Associates's 13F filing for Q2 2026, filed 24 Jul 2026.