Peninsula 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
$3.33M Sell
24,360
-170
-0.7% -$25.4K 1.59% 22
2026
Q1
$4.16M Buy
24,530
+2,460
+11% +$359K 2.13% 19
2025
Q4
$2.66M Sell
22,070
-520
-2% -$60.3K 1.36% 27
2025
Q3
$2.55M Sell
22,590
-340
-1% -$37.8K 1.31% 27
2025
Q2
$2.47M Sell
22,930
-378
-2% -$40.4K 1.31% 28
2025
Q1
$2.77M Sell
23,308
-357
-2% -$39.5K 1.54% 25
2024
Q4
$2.55M Sell
23,665
-260
-1% -$30.4K 1.35% 26
2024
Q3
$2.8M Buy
23,925
+75
+0.3% +$8.66K 1.41% 28
2024
Q2
$2.75M Buy
23,850
+445
+2% +$51.8K 1.51% 28
2024
Q1
$2.72M Buy
23,405
+490
+2% +$51.3K 1.46% 28
2023
Q4
$2.29M Buy
22,915
+150
+0.7% +$15.8K 1.34% 32
2023
Q3
$2.68M Buy
22,765
+1,416
+7% +$155K 1.69% 30
2023
Q2
$2.29M Buy
21,349
+55
+0.3% +$6K 1.35% 31
2023
Q1
$2.34M Sell
21,294
-585
-3% -$64.7K 1.46% 30
2022
Q4
$2.41M Sell
21,879
-1,525
-7% -$163K 1.48% 32
2022
Q3
$2.04M Buy
23,404
+232
+1% +$21.2K 1.31% 32
2022
Q2
$1.99M Sell
23,172
-832
-3% -$75K 1.21% 34
2022
Q1
$1.98M Buy
24,004
+525
+2% +$40.8K 1% 35
2021
Q4
$1.44M Sell
23,479
-1,040
-4% -$65K 0.68% 36
2021
Q3
$1.44M Sell
24,519
-505
-2% -$28.8K 0.74% 36
2021
Q2
$1.58M Buy
25,024
+95
+0.4% +$5.67K 0.82% 36
2021
Q1
$1.39M Buy
24,929
+395
+2% +$20.7K 0.77% 37
2020
Q4
$1.01M Sell
24,534
-2,565
-9% -$96.2K 0.62% 36
2020
Q3
$931K Sell
27,099
-1,735
-6% -$70.9K 0.62% 37
2020
Q2
$1.29M Sell
28,834
-626
-2% -$28.1K 0.92% 36
2020
Q1
$1.12M Buy
29,460
+3,356
+13% +$185K 0.92% 35
2019
Q4
$1.82M Buy
26,104
+302
+1% +$20.9K 1.21% 33
2019
Q3
$1.82M Sell
25,802
-650
-2% -$47K 1.25% 33
2019
Q2
$2.03M Sell
26,452
-2,325
-8% -$180K 1.43% 32
2019
Q1
$2.33M Buy
28,777
+151
+0.5% +$11.5K 1.68% 25
2018
Q4
$1.95M Sell
28,626
-1,515
-5% -$119K 1.62% 27
2018
Q3
$2.56M Sell
30,141
-1,665
-5% -$136K 1.77% 24
2018
Q2
$2.63M Buy
31,806
+45
+0.1% +$3.58K 1.91% 22
2018
Q1
$2.37M Buy
+31,761
New +$2.54M 1.73% 25
2017
Q4
Sell
-31,922
Closed -$2.62M 45
2017
Q3
$2.62M Sell
31,922
-555
-2% -$44.1K 1.92% 24
2017
Q2
$2.62M Sell
32,477
-1,137
-3% -$93K 1.96% 21
2017
Q1
$2.76M Sell
33,614
-208
-0.6% -$17.4K 2.13% 18
2016
Q4
$3.05M Sell
33,822
-1,596
-5% -$139K 2.48% 13
2016
Q3
$3.09M Buy
35,418
+1,738
+5% +$154K 2.37% 15
2016
Q2
$3.16M Buy
33,680
+273
+0.8% +$24.1K 2.59% 11
2016
Q1
$2.79M Sell
33,407
-90
-0.3% -$7.21K 2.36% 16
2015
Q4
$2.61M Sell
33,497
-1,601
-5% -$128K 2.28% 19
2015
Q3
$2.61M Buy
35,098
+1,396
+4% +$108K 2.17% 17
2015
Q2
$2.8M Buy
33,702
+225
+0.7% +$19.3K 2.3% 14
2015
Q1
$2.92M Sell
33,477
-115
-0.3% -$10.2K 2.35% 13
2014
Q4
$3.1M Sell
33,592
-425
-1% -$39.6K 2.54% 11
2014
Q3
$3.2M Sell
34,017
-323
-0.9% -$32.2K 2.68% 6
2014
Q2
$3.46M Sell
34,340
-1,406
-4% -$142K 2.85% 5
2014
Q1
$3.49M Sell
35,746
-660
-2% -$62.9K 2.85% 5
2013
Q4
$3.68M Buy
36,406
+1,496
+4% +$138K 2.98% 6
2013
Q3
$3M Sell
34,910
-850
-2% -$76.6K 2.7% 7
2013
Q2
$3.23M Buy
+35,760
New +$3.22M 3.03% 5

Other funds holding XOM

Peninsula Asset Management's XOM Position: Q2 2026 in Review

Peninsula Asset Management reduced its ExxonMobil (XOM) stake by 0.69% in Q2 2026, selling an estimated $25.4K and leaving 24,360 shares worth $3.33M. The position accounts for 1.59% of the portfolio, ranked #22.

Peninsula Asset Management first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.16M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Peninsula Asset Management held 24,360 shares of ExxonMobil worth $3.33M as of Q2 2026.
  • Peninsula Asset Management sold 170 ExxonMobil shares in Q2 2026, an estimated $25.4K.
  • ExxonMobil made up 1.59% of Peninsula Asset Management's portfolio in Q2 2026, its #22 holding.
  • Peninsula Asset Management first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
  • Peninsula Asset Management's ExxonMobil position peaked at $4.16M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Peninsula Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.