Neumann Capital Management’s ExxonMobil XOM Stock Holding History

Neumann 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	-1,558	Closed	-$264K	–	106
2026 Q1	$264K	Buy	+1,558	New	+$227K	0.08%	95
2017 Q1	–	Sell	-2,342	Closed	-$211K	–	72
2016 Q4	$211K	Hold	2,342	–	–	0.14%	71
2016 Q3	$204K	Sell	2,342 -200	-8%	-$17.7K	0.14%	73
2016 Q2	$238K	Hold	2,542	–	–	0.16%	72
2016 Q1	$213K	Buy	+2,542	New	+$204K	0.14%	76
2015 Q3	–	Sell	-2,432	Closed	-$202K	–	80
2015 Q2	$202K	Sell	2,432 -1,679	-41%	-$144K	0.13%	80
2015 Q1	$349K	Hold	4,111	–	–	0.22%	68
2014 Q4	$380K	Buy	+4,111	New	+$383K	0.25%	67

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

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

Neumann Capital Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,558 shares — an estimated $264K sold.

Neumann Capital Management first reported a position in XOM in Q4 2014 and held it in 8 quarters. The position peaked at $380K in Q4 2014. 2,051 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Neumann Capital Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Neumann Capital Management sold 1,558 ExxonMobil shares in Q2 2026, an estimated $264K.
Neumann Capital Management first reported a position in ExxonMobil in Q4 2014 and held it in 8 quarters.
Neumann Capital Management's ExxonMobil position peaked at $380K in Q4 2014.
2,051 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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