Newton One Investments’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$28.3K Buy
207
+1
+0.5% +$150 0.01% 87
2026
Q1
$34.9K Buy
206
+2
+1% +$292 0.01% 76
2025
Q4
$24.6K Buy
204
+1
+0.5% +$116 0.01% 82
2025
Q3
$22.8K Buy
203
+2
+1% +$222 0.01% 83
2025
Q2
$21.7K Buy
201
+2
+1% +$214 0.01% 85
2025
Q1
$23.7K Buy
199
+2
+1% +$221 0.01% 80
2024
Q4
$21.2K Buy
+197
New +$23K 0.01% 79
2024
Q3
Sell
-194
Closed -$22.3K 111
2024
Q2
$22.3K Buy
194
+2
+1% +$233 0.01% 74
2024
Q1
$22.4K Buy
192
+1
+0.5% +$105 0.01% 74
2023
Q4
$19.1K Sell
191
-28
-13% -$2.94K 0.01% 78
2023
Q3
$25.7K Buy
219
+2
+0.9% +$219 0.02% 78
2023
Q2
$23.3K Buy
217
+2
+0.9% +$218 0.01% 81
2023
Q1
$23.6K Hold
215
0.01% 79
2022
Q4
$23.7K Hold
215
0.02% 78
2022
Q3
$19K Hold
215
0.01% 84
2022
Q2
$18K Buy
215
+50
+30% +$4.51K 0.01% 92
2022
Q1
$14K Hold
165
0.01% 102
2021
Q4
$10K Sell
165
-165
-50% -$10.3K 0.01% 104
2021
Q3
$19K Hold
330
0.01% 96
2021
Q2
$21K Buy
+330
New +$19.7K 0.02% 90

Other funds holding XOM

Newton One Investments's XOM Position: Q2 2026 in Review

Newton One Investments increased its ExxonMobil (XOM) stake by 0.49% in Q2 2026, buying an estimated $150 and bringing the position to 207 shares worth $28.3K. The position accounts for 0.01% of the portfolio, ranked #87.

Newton One Investments first reported a position in XOM in Q2 2021 and has held it in 20 quarters since. The position peaked at $34.9K in Q1 2026. 2,015 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Newton One Investments held 207 shares of ExxonMobil worth $28.3K as of Q2 2026.
  • Newton One Investments bought 1 ExxonMobil share in Q2 2026, an estimated $150.
  • ExxonMobil made up 0.01% of Newton One Investments's portfolio in Q2 2026, its #87 holding.
  • Newton One Investments first reported a position in ExxonMobil in Q2 2021 and has held it in 20 quarters since.
  • Newton One Investments's ExxonMobil position peaked at $34.9K in Q1 2026.
  • 2,015 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.