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New England Research & Management’s ExxonMobil XOM Stock Holding History

New England Research & 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 		$1.69M Sell
12,389
-3,920
-24% -$587K 0.66% 51
2026
Q1 		$2.77M Sell
16,309
-3,543
-18% -$517K 1.17% 23
2025
Q4 		$2.39M Hold
19,852
– – 1.05% 30
2025
Q3 		$2.24M Hold
19,852
– – 1.03% 26
2025
Q2 		$2.14M Buy
19,852
+1,793
+10% +$192K 1.02% 28
2025
Q1 		$2.15M Sell
18,059
-2,027
-10% -$224K 1.09% 26
2024
Q4 		$2.16M Sell
20,086
-22
-0.1% -$2.57K 1.1% 24
2024
Q3 		$2.36M Hold
20,108
– – 1.11% 26
2024
Q2 		$2.31M Buy
20,108
+285
+1% +$33.2K 1.11% 22
2024
Q1 		$2.3M Buy
19,823
+62
+0.3% +$6.49K 1.13% 26
2023
Q4 		$1.98M Hold
19,761
– – 1.05% 27
2023
Q3 		$2.32M Sell
19,761
-44
-0.2% -$4.83K 1.32% 18
2023
Q2 		$2.12M Hold
19,805
– – 1.23% 23
2023
Q1 		$2.17M Sell
19,805
-2,025
-9% -$224K 1.27% 21
2022
Q4 		$2.41M Buy
21,830
+2,005
+10% +$215K 1.38% 20
2022
Q3 		$1.73M Hold
19,825
– – 1.09% 25
2022
Q2 		$1.7M Hold
19,825
– – 0.99% 31
2022
Q1 		$1.64M Hold
19,825
– – 0.85% 39
2021
Q4 		$1.21M Sell
19,825
-43
-0.2% -$2.69K 0.59% 59
2021
Q3 		$1.17M Sell
19,868
-302
-1% -$17.2K 0.61% 56
2021
Q2 		$1.27M Hold
20,170
– – 0.66% 55
2021
Q1 		$1.13M Buy
20,170
+170
+0.9% +$8.91K 0.62% 60
2020
Q4 		$824K Sell
20,000
-1,338
-6% -$50.2K 0.51% 69
2020
Q3 		$733K Sell
21,338
-3,648
-15% -$149K 0.53% 71
2020
Q2 		$1.12M Hold
24,986
– – 0.8% 41
2020
Q1 		$949K Sell
24,986
-50
-0.2% -$2.76K 0.81% 40
2019
Q4 		$1.75M Sell
25,036
-225
-0.9% -$15.6K 1.17% 20
2019
Q3 		$1.78M Sell
25,261
-200
-0.8% -$14.5K 1.29% 15
2019
Q2 		$1.95M Sell
25,461
-150
-0.6% -$11.6K 1.32% 16
2019
Q1 		$2.07M Hold
25,611
– – 1.4% 10
2018
Q4 		$1.75M Sell
25,611
-2,231
-8% -$175K 1.37% 14
2018
Q3 		$2.37M Sell
27,842
-475
-2% -$38.8K 1.54% 8
2018
Q2 		$2.34M Buy
28,317
+1,950
+7% +$155K 1.55% 6
2018
Q1 		$1.97M Buy
26,367
+750
+3% +$60K 1.32% 12
2017
Q4 		$2.14M Sell
25,617
-1,681
-6% -$139K 1.53% 8
2017
Q3 		$2.24M Hold
27,298
– – 1.64% 8
2017
Q2 		$2.2M Sell
27,298
-1,238
-4% -$101K 1.63% 7
2017
Q1 		$2.34M Sell
28,536
-1,862
-6% -$156K 1.8% 6
2016
Q4 		$2.74M Sell
30,398
-70
-0.2% -$6.12K 2.15% 6
2016
Q3 		$2.66M Sell
30,468
-2,058
-6% -$183K 2.23% 5
2016
Q2 		$3.05M Sell
32,526
-5,618
-15% -$497K 2.62% 4
2016
Q1 		$3.19M Sell
38,144
-4,632
-11% -$371K 2.71% 3
2015
Q4 		$3.33M Buy
42,776
+10,904
+34% +$872K 2.88% 2
2015
Q3 		$2.37M Buy
31,872
+4,169
+15% +$321K 2.26% 3
2015
Q2 		$2.31M Buy
27,703
+664
+2% +$57.1K 1.89% 4
2015
Q1 		$2.3M Sell
27,039
-764
-3% -$67.7K 1.98% 4
2014
Q4 		$2.57M Buy
27,803
+462
+2% +$43.1K 2.2% 3
2014
Q3 		$2.57M Buy
27,341
+800
+3% +$79.7K 2.24% 2
2014
Q2 		$2.67M Sell
26,541
-246
-0.9% -$24.8K 2.39% 3
2014
Q1 		$2.62M Sell
26,787
-49
-0.2% -$4.67K 2.4% 3
2013
Q4 		$2.72M Buy
+26,836
New +$2.48M 2.62% 2

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

New England Research & Management's XOM Position: Q2 2026 in Review

New England Research & Management reduced its ExxonMobil (XOM) stake by 24% in Q2 2026, selling an estimated $587K and leaving 12,389 shares worth $1.69M. The position accounts for 0.66% of the portfolio, ranked #51.

New England Research & Management first reported a position in XOM in Q4 2013 and has held it in 51 quarters since. The position peaked at $3.33M in Q4 2015. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • New England Research & Management held 12,389 shares of ExxonMobil worth $1.69M as of Q2 2026.
  • New England Research & Management sold 3,920 ExxonMobil shares in Q2 2026, an estimated $587K.
  • ExxonMobil made up 0.66% of New England Research & Management's portfolio in Q2 2026, its #51 holding.
  • New England Research & Management first reported a position in ExxonMobil in Q4 2013 and has held it in 51 quarters since.
  • New England Research & Management's ExxonMobil position peaked at $3.33M in Q4 2015.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.