O'Shaughnessy Asset Management’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
– Sell
-1,000
Closed -$170K – 2843
2026
Q1
$170K Buy
+1,000
New +$146K ﹤0.01% 2031

Other funds holding XOM

O'Shaughnessy Asset Management's XOM Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its ExxonMobil (XOM) stake by 7.1% in Q2 2026, selling an estimated $13.8M and leaving 1,202,714 shares worth $164M. The position accounts for 0.76% of the portfolio, ranked #16.

O'Shaughnessy Asset Management first reported a position in XOM in Q2 2013 and has held it in 43 quarters since. The position peaked at $220M in Q1 2026. 4,284 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • O'Shaughnessy Asset Management held 1,202,714 shares of ExxonMobil worth $164M as of Q2 2026.
  • O'Shaughnessy Asset Management sold 92,077 ExxonMobil shares in Q2 2026, an estimated $13.8M.
  • ExxonMobil made up 0.76% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #16 holding.
  • O'Shaughnessy Asset Management first reported a position in ExxonMobil in Q2 2013 and has held it in 43 quarters since.
  • O'Shaughnessy Asset Management's ExxonMobil position peaked at $220M in Q1 2026.
  • 4,284 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.