Northwest & Ethical 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 | $15.7M | Sell |
114,947
-16,064
| -12% | -$2.4M | 0.37% | 83 |
|
|
2026
Q1 | $22.2M | Buy |
131,011
+65,556
| +100% | +$9.57M | 0.51% | 57 |
|
|
2025
Q4 | $7.88M | Hold |
65,455
| – | – | 0.18% | 136 |
|
|
2025
Q3 | $7.38M | Hold |
65,455
| – | – | 0.17% | 145 |
|
|
2025
Q2 | $7.06M | Hold |
65,455
| – | – | 0.18% | 151 |
|
|
2025
Q1 | $7.78M | Buy |
65,455
+257
| +0.4% | +$28.4K | 0.21% | 134 |
|
|
2024
Q4 | $7.01M | Buy |
65,198
+4,688
| +8% | +$548K | 0.19% | 156 |
|
|
2024
Q3 | $7.09M | Buy |
60,510
+8,110
| +15% | +$936K | 0.19% | 159 |
|
|
2024
Q2 | $6.03M | Buy |
52,400
+44,659
| +577% | +$5.2M | 0.17% | 155 |
|
|
2024
Q1 | $900K | Sell |
7,741
-1,080
| -12% | -$113K | 0.03% | 311 |
|
|
2023
Q4 | $882K | Hold |
8,821
| – | – | 0.03% | 276 |
|
|
2023
Q3 | $1.04M | Buy |
+8,821
| New | +$968K | 0.03% | 268 |
|
|
2020
Q1 | – | Sell |
-32,928
| Closed | -$2.3M | – | 386 |
|
|
2019
Q4 | $2.3M | Sell |
32,928
-499
| -1% | -$34.5K | 0.1% | 245 |
|
|
2019
Q3 | $2.36M | Sell |
33,427
-1,203
| -3% | -$87K | 0.12% | 224 |
|
|
2019
Q2 | $2.65M | Sell |
34,630
-860
| -2% | -$66.6K | 0.13% | 209 |
|
|
2019
Q1 | $2.87M | Sell |
35,490
-639
| -2% | -$48.7K | 0.15% | 192 |
|
|
2018
Q4 | $2.46M | Sell |
36,129
-21,542
| -37% | -$1.69M | 0.15% | 194 |
|
|
2018
Q3 | $4.9M | Buy |
57,671
+2,334
| +4% | +$191K | 0.31% | 98 |
|
|
2018
Q2 | $4.58M | Sell |
55,337
-4,070
| -7% | -$324K | 0.3% | 98 |
|
|
2018
Q1 | $4.43M | Sell |
59,407
-7,171
| -11% | -$573K | 0.3% | 97 |
|
|
2017
Q4 | $5.57M | Buy |
66,578
+8,096
| +14% | +$670K | 0.36% | 75 |
|
|
2017
Q3 | $4.79M | Buy |
58,482
+2,864
| +5% | +$227K | 0.3% | 82 |
|
|
2017
Q2 | $4.49M | Sell |
55,618
-323
| -0.6% | -$26.4K | 0.3% | 88 |
|
|
2017
Q1 | $4.59M | Sell |
55,941
-5,087
| -8% | -$425K | 0.31% | 79 |
|
|
2016
Q4 | $5.51M | Sell |
61,028
-26,966
| -31% | -$2.36M | 0.38% | 62 |
|
|
2016
Q3 | $7.68M | Buy |
87,994
+51,377
| +140% | +$4.56M | 0.54% | 42 |
|
|
2016
Q2 | $3.43M | Sell |
36,617
-1,418
| -4% | -$125K | 0.26% | 98 |
|
|
2016
Q1 | $3.18M | Sell |
38,035
-3,352
| -8% | -$268K | 0.21% | 116 |
|
|
2015
Q4 | $3.23M | Sell |
41,387
-1,455
| -3% | -$116K | 0.23% | 108 |
|
|
2015
Q3 | $3.19M | Buy |
+42,842
| New | +$3.3M | 0.24% | 107 |
|
Other funds holding XOM
Northwest & Ethical Investments's XOM Position: Q2 2026 in Review
Northwest & Ethical Investments reduced its ExxonMobil (XOM) stake by 12% in Q2 2026, selling an estimated $2.4M and leaving 114,947 shares worth $15.7M. The position accounts for 0.37% of the portfolio, ranked #83.
Northwest & Ethical Investments first reported a position in XOM in Q3 2015 and has held it in 30 quarters since. The position peaked at $22.2M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Northwest & Ethical Investments held 114,947 shares of ExxonMobil worth $15.7M as of Q2 2026.
- Northwest & Ethical Investments sold 16,064 ExxonMobil shares in Q2 2026, an estimated $2.4M.
- ExxonMobil made up 0.37% of Northwest & Ethical Investments's portfolio in Q2 2026, its #83 holding.
- Northwest & Ethical Investments first reported a position in ExxonMobil in Q3 2015 and has held it in 30 quarters since.
- Northwest & Ethical Investments's ExxonMobil position peaked at $22.2M in Q1 2026.
- 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.