NCM
XOM icon

Nelson Capital Management’s ExxonMobil XOM Stock Holding History

Nelson 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 		$3.61M Sell
26,380
-948
-3% -$142K 0.4% 37
2026
Q1 		$4.64M Sell
27,328
-21,957
-45% -$3.2M 0.57% 29
2025
Q4 		$5.93M Buy
49,285
+52
+0.1% +$6.03K 0.69% 26
2025
Q3 		$5.55M Sell
49,233
-57
-0.1% -$6.34K 0.66% 27
2025
Q2 		$5.31M Buy
49,290
+590
+1% +$63.1K 0.7% 28
2025
Q1 		$5.79M Sell
48,700
-678
-1% -$75K 1% 24
2024
Q4 		$5.31M Sell
49,378
-1,634
-3% -$191K 0.88% 26
2024
Q3 		$5.98M Sell
51,012
-516
-1% -$59.6K 1.01% 24
2024
Q2 		$5.93M Sell
51,528
-3,118
-6% -$363K 1.05% 22
2024
Q1 		$6.35M Buy
54,646
+3,560
+7% +$372K 1.21% 20
2023
Q4 		$5.11M Sell
51,086
-468
-0.9% -$49.2K 1.14% 26
2023
Q3 		$6.06M Sell
51,554
-414
-0.8% -$45.4K 1.49% 19
2023
Q2 		$5.57M Sell
51,968
-2,689
-5% -$293K 1.44% 19
2023
Q1 		$5.99M Sell
54,657
-5,624
-9% -$622K 1.7% 17
2022
Q4 		$6.65M Sell
60,281
-2,857
-5% -$306K 1.95% 16
2022
Q3 		$5.51M Sell
63,138
-986
-2% -$90K 1.62% 21
2022
Q2 		$5.49M Sell
64,124
-112
-0.2% -$10.1K 1.52% 26
2022
Q1 		$5.3M Buy
64,236
+42,806
+200% +$3.33M 1.04% 33
2021
Q4 		$1.31M Buy
21,430
+1,101
+5% +$68.8K 0.24% 69
2021
Q3 		$1.2M Buy
20,329
+1,876
+10% +$107K 0.24% 68
2021
Q2 		$1.16M Buy
18,453
+1,461
+9% +$87.2K 0.24% 66
2021
Q1 		$949K Buy
16,992
+438
+3% +$23K 0.2% 70
2020
Q4 		$682K Sell
16,554
-27,109
-62% -$1.02M 0.15% 68
2020
Q3 		$1.5M Sell
43,663
-2,721
-6% -$111K 0.26% 63
2020
Q2 		$2.07M Buy
46,384
+9,887
+27% +$443K 0.45% 54
2020
Q1 		$1.39M Buy
36,497
+1,303
+4% +$71.9K 0.37% 58
2019
Q4 		$2.46M Sell
35,194
-17,374
-33% -$1.2M 0.52% 56
2019
Q3 		$3.71M Buy
52,568
+1,662
+3% +$120K 0.88% 42
2019
Q2 		$3.9M Sell
50,906
-8,776
-15% -$679K 0.92% 41
2019
Q1 		$4.82M Buy
59,682
+5,910
+11% +$451K 1.2% 37
2018
Q4 		$3.67M Sell
53,772
-14,628
-21% -$1.15M 1.02% 39
2018
Q3 		$5.82M Buy
68,400
+400
+0.6% +$32.7K 1.34% 33
2018
Q2 		$5.63M Buy
68,000
+3,151
+5% +$251K 1.45% 27
2018
Q1 		$4.84M Buy
64,849
+8,848
+16% +$707K 1.25% 39
2017
Q4 		$4.68M Sell
56,001
-874
-2% -$72.3K 1.46% 39
2017
Q3 		$4.66M Sell
56,875
-630
-1% -$50K 1.54% 36
2017
Q2 		$4.64M Sell
57,505
-525
-0.9% -$43K 1.57% 33
2017
Q1 		$4.76M Buy
58,030
+351
+0.6% +$29.3K 1.6% 35
2016
Q4 		$5.21M Sell
57,679
-2,678
-4% -$234K 1.82% 28
2016
Q3 		$5.27M Buy
60,357
+2,110
+4% +$187K 1.87% 27
2016
Q2 		$5.46M Buy
58,247
+275
+0.5% +$24.3K 2.05% 20
2016
Q1 		$4.85M Sell
57,972
-640
-1% -$51.3K 1.83% 28
2015
Q4 		$4.57M Sell
58,612
-2,075
-3% -$166K 1.76% 29
2015
Q3 		$4.51M Buy
60,687
+2,227
+4% +$172K 1.73% 31
2015
Q2 		$4.86M Buy
58,460
+45,920
+366% +$3.95M 1.76% 29
2015
Q1 		$1.07M Sell
12,540
-640
-5% -$56.8K 0.38% 52
2014
Q4 		$1.22M Buy
13,180
+260
+2% +$24.2K 0.45% 48
2014
Q3 		$1.22M Sell
12,920
-100
-0.8% -$9.96K 0.46% 47
2014
Q2 		$1.31M Buy
13,020
+200
+2% +$20.2K 0.52% 47
2014
Q1 		$1.25M Hold
12,820
– – 0.55% 46
2013
Q4 		$1.3M Sell
12,820
-25
-0.2% -$2.31K 0.58% 47
2013
Q3 		$1.1M Buy
12,845
+246
+2% +$22.2K 0.53% 46
2013
Q2 		$1.14M Buy
+12,599
New +$1.13M 0.58% 44

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
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
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Nelson Capital Management reduced its ExxonMobil (XOM) stake by 3.5% in Q2 2026, selling an estimated $142K and leaving 26,380 shares worth $3.61M. The position accounts for 0.4% of the portfolio, ranked #37.

Nelson Capital Management first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.65M in Q4 2022. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Nelson Capital Management held 26,380 shares of ExxonMobil worth $3.61M as of Q2 2026.
  • Nelson Capital Management sold 948 ExxonMobil shares in Q2 2026, an estimated $142K.
  • ExxonMobil made up 0.4% of Nelson Capital Management's portfolio in Q2 2026, its #37 holding.
  • Nelson Capital Management first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Nelson Capital Management's ExxonMobil position peaked at $6.65M in Q4 2022.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.