Oak Associates’s ExxonMobil XOM Stock Holding History

Oak Associates’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	$270K	Hold	1,975	–	–	0.02%	132
2026 Q1	$335K	Hold	1,975	–	–	0.02%	129
2025 Q4	$238K	Hold	1,975	–	–	0.01%	127
2025 Q3	$223K	Hold	1,975	–	–	0.01%	127
2025 Q2	$213K	Buy	+1,975	New	+$211K	0.01%	128
2015 Q2	–	Sell	-35,775	Closed	-$3.04M	–	180
2015 Q1	$3.04M	Sell	35,775 -120,328	-77%	-$10.7M	0.37%	63
2014 Q4	$14.4M	Buy	156,103 +1,681	+1%	+$157K	1.73%	17
2014 Q3	$14.5M	Sell	154,422 -300	-0.2%	-$29.9K	1.79%	17
2014 Q2	$15.6M	Sell	154,722 -2,040	-1%	-$206K	1.9%	17
2014 Q1	$15.3M	Sell	156,762 -55,389	-26%	-$5.28M	1.89%	16
2013 Q4	$21.5M	Buy	+212,151	New	+$19.6M	2.32%	17
2013 Q2	$20.3M	Buy	+224,206	New	+$20.2M	2.41%	16

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Oak Associates's XOM Position: Q2 2026 in Review

Oak Associates held its ExxonMobil (XOM) position steady in Q2 2026 at 1,975 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #132.

Oak Associates first reported a position in XOM in Q2 2013 and has held it in 12 quarters since. The position peaked at $21.5M in Q4 2013. 4,265 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Oak Associates held 1,975 shares of ExxonMobil worth $270K as of Q2 2026.
Oak Associates left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.02% of Oak Associates's portfolio in Q2 2026, its #132 holding.
Oak Associates first reported a position in ExxonMobil in Q2 2013 and has held it in 12 quarters since.
Oak Associates's ExxonMobil position peaked at $21.5M in Q4 2013.
4,265 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Oak Associates's 13F filing for Q2 2026, filed 14 Aug 2026.