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Obermeyer Wealth Partners’s ExxonMobil XOM Stock Holding History

Obermeyer Wealth Partners’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 		$5.25M Buy
38,371
+652
+2% +$97.6K 0.21% 45
2026
Q1 		$6.4M Sell
37,719
-130,153
-78% -$19M 0.29% 42
2025
Q4 		$20.2M Sell
167,872
-3,679
-2% -$427K 0.92% 31
2025
Q3 		$19.3M Sell
171,551
-1,262
-0.7% -$140K 0.91% 34
2025
Q2 		$18.6M Sell
172,813
-2,695
-2% -$288K 0.93% 37
2025
Q1 		$20.9M Buy
175,508
+25,777
+17% +$2.85M 1.11% 35
2024
Q4 		$16.1M Sell
149,731
-1,098
-0.7% -$128K 0.84% 38
2024
Q3 		$17.7M Sell
150,829
-1,483
-1% -$171K 0.95% 36
2024
Q2 		$17.5M Sell
152,312
-14,695
-9% -$1.71M 1% 35
2024
Q1 		$19.4M Buy
167,007
+14,683
+10% +$1.54M 1.14% 33
2023
Q4 		$15.2M Buy
152,324
+138,610
+1,011% +$14.6M 1.04% 33
2023
Q3 		$1.61M Buy
13,714
+188
+1% +$20.6K 0.12% 51
2023
Q2 		$1.45M Sell
13,526
-390
-3% -$42.6K 0.1% 57
2023
Q1 		$1.53M Sell
13,916
-9,151
-40% -$1.01M 0.11% 60
2022
Q4 		$2.54M Sell
23,067
-3,614
-14% -$387K 0.19% 44
2022
Q3 		$2.33M Buy
26,681
+4,205
+19% +$384K 0.19% 41
2022
Q2 		$1.93M Buy
22,476
+2,527
+13% +$228K 0.14% 48
2022
Q1 		$1.65M Buy
19,949
+1,131
+6% +$87.9K 0.1% 58
2021
Q4 		$1.15M Sell
18,818
-3,908
-17% -$244K 0.06% 67
2021
Q3 		$1.34M Sell
22,726
-4,624
-17% -$264K 0.07% 60
2021
Q2 		$1.73M Sell
27,350
-2,220
-8% -$133K 0.1% 58
2021
Q1 		$1.65M Buy
29,570
+23,629
+398% +$1.24M 0.1% 58
2020
Q4 		$245K Sell
5,941
-7,200
-55% -$270K 0.02% 131
2020
Q3 		$451K Sell
13,141
-159
-1% -$6.5K 0.03% 89
2020
Q2 		$595K Sell
13,300
-640
-5% -$28.7K 0.05% 67
2020
Q1 		$529K Sell
13,940
-2,825
-17% -$156K 0.06% 63
2019
Q4 		$1.17M Sell
16,765
-2,486
-13% -$172K 0.1% 54
2019
Q3 		$1.36M Sell
19,251
-1,682
-8% -$122K 0.13% 51
2019
Q2 		$1.6M Buy
20,933
+179
+0.9% +$13.9K 0.14% 47
2019
Q1 		$1.68M Sell
20,754
-895
-4% -$68.2K 0.16% 46
2018
Q4 		$1.48M Sell
21,649
-400
-2% -$31.4K 0.15% 45
2018
Q3 		$1.88M Sell
22,049
-2,011
-8% -$164K 0.16% 42
2018
Q2 		$1.99M Sell
24,060
-2,353
-9% -$187K 0.18% 40
2018
Q1 		$1.97M Sell
26,413
-2,316
-8% -$185K 0.18% 40
2017
Q4 		$2.4M Buy
28,729
+329
+1% +$27.2K 0.21% 39
2017
Q3 		$2.33M Sell
28,400
-1,443
-5% -$115K 0.2% 39
2017
Q2 		$2.41M Sell
29,843
-2,484
-8% -$203K 0.21% 42
2017
Q1 		$2.65M Sell
32,327
-4,965
-13% -$415K 0.24% 39
2016
Q4 		$3.37M Buy
37,292
+2,555
+7% +$223K 0.32% 38
2016
Q3 		$3.03M Buy
34,737
+2
+0% +$177 0.29% 39
2016
Q2 		$3.26M Buy
34,735
+448
+1% +$39.6K 0.32% 39
2016
Q1 		$2.87M Sell
34,287
-487
-1% -$39K 0.27% 38
2015
Q4 		$2.71M Sell
34,774
-3,253
-9% -$260K 0.25% 39
2015
Q3 		$2.83M Buy
38,027
+502
+1% +$38.7K 0.3% 39
2015
Q2 		$3.12M Sell
37,525
-98
-0.3% -$8.43K 0.27% 44
2015
Q1 		$3.2M Sell
37,623
-4,498
-11% -$399K 0.26% 57
2014
Q4 		$3.89M Buy
42,121
+30,473
+262% +$2.84M 0.35% 57
2014
Q3 		$1.09M Sell
11,648
-48
-0.4% -$4.78K 0.27% 32
2014
Q2 		$1.18M Sell
11,696
-2,474
-17% -$250K 0.29% 30
2014
Q1 		$1.38M Sell
14,170
-10,645
-43% -$1.01M 0.35% 30
2013
Q4 		$2.51M Buy
24,815
+1
+0% +$92 0.64% 28
2013
Q3 		$2.13M Buy
24,814
+802
+3% +$72.3K 0.6% 28
2013
Q2 		$2.17M Buy
+24,012
New +$2.16M 0.6% 27

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

Obermeyer Wealth Partners's XOM Position: Q2 2026 in Review

Obermeyer Wealth Partners increased its ExxonMobil (XOM) stake by 1.7% in Q2 2026, buying an estimated $97.6K and bringing the position to 38,371 shares worth $5.25M. The position accounts for 0.21% of the portfolio, ranked #45.

Obermeyer Wealth Partners first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.9M in Q1 2025. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Obermeyer Wealth Partners held 38,371 shares of ExxonMobil worth $5.25M as of Q2 2026.
  • Obermeyer Wealth Partners bought 652 ExxonMobil shares in Q2 2026, an estimated $97.6K.
  • ExxonMobil made up 0.21% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #45 holding.
  • Obermeyer Wealth Partners first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Obermeyer Wealth Partners's ExxonMobil position peaked at $20.9M in Q1 2025.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.