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Oak Harvest Investment Services’s ExxonMobil XOM Stock Holding History

Oak Harvest Investment Services’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 		$5.61M Buy
41,041
+1,355
+3% +$203K 0.52% 70
2026
Q1 		$6.73M Buy
39,686
+432
+1% +$63K 0.7% 50
2025
Q4 		$4.72M Sell
39,254
-2,209
-5% -$256K 0.52% 69
2025
Q3 		$4.67M Buy
41,463
+14,097
+52% +$1.57M 0.55% 60
2025
Q2 		$2.95M Sell
27,366
-1,097
-4% -$117K 0.37% 82
2025
Q1 		$3.39M Sell
28,463
-5,714
-17% -$632K 0.47% 69
2024
Q4 		$3.68M Buy
34,177
+2,501
+8% +$293K 0.51% 62
2024
Q3 		$3.71M Sell
31,676
-1,093
-3% -$126K 0.53% 59
2024
Q2 		$3.77M Buy
32,769
+6,559
+25% +$764K 0.59% 53
2024
Q1 		$3.05M Sell
26,210
-660
-2% -$69.1K 0.5% 59
2023
Q4 		$2.69M Sell
26,870
-4,244
-14% -$446K 0.54% 53
2023
Q3 		$3.66M Sell
31,114
-1,804
-5% -$198K 0.77% 44
2023
Q2 		$3.53M Buy
32,918
+949
+3% +$104K 0.79% 48
2023
Q1 		$3.51M Buy
31,969
+455
+1% +$50.3K 0.81% 45
2022
Q4 		$3.48M Buy
31,514
+3,267
+12% +$350K 0.9% 42
2022
Q3 		$2.47M Buy
28,247
+687
+2% +$62.7K 0.66% 49
2022
Q2 		$2.36M Sell
27,560
-3,578
-11% -$323K 0.64% 49
2022
Q1 		$2.57M Sell
31,138
-1,788
-5% -$139K 0.64% 51
2021
Q4 		$2.02M Sell
32,926
-5,045
-13% -$315K 0.5% 52
2021
Q3 		$2.23M Buy
37,971
+4,424
+13% +$252K 0.65% 51
2021
Q2 		$2.12M Buy
33,547
+7,322
+28% +$437K 0.7% 54
2021
Q1 		$1.46M Sell
26,225
-1,392
-5% -$73K 0.56% 57
2020
Q4 		$1.14M Buy
+27,617
New +$1.04M 0.49% 51

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Oak Harvest Investment Services's XOM Position: Q2 2026 in Review

Oak Harvest Investment Services increased its ExxonMobil (XOM) stake by 3.4% in Q2 2026, buying an estimated $203K and bringing the position to 41,041 shares worth $5.61M. The position accounts for 0.52% of the portfolio, ranked #70.

Oak Harvest Investment Services first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.73M in Q1 2026. 1,552 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Oak Harvest Investment Services held 41,041 shares of ExxonMobil worth $5.61M as of Q2 2026.
  • Oak Harvest Investment Services bought 1,355 ExxonMobil shares in Q2 2026, an estimated $203K.
  • ExxonMobil made up 0.52% of Oak Harvest Investment Services's portfolio in Q2 2026, its #70 holding.
  • Oak Harvest Investment Services first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Oak Harvest Investment Services's ExxonMobil position peaked at $6.73M in Q1 2026.
  • 1,552 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.