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Penn Davis McFarland’s ExxonMobil XOM Stock Holding History

Penn Davis McFarland’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 		$1.06M Buy
7,718
+824
+12% +$123K 0.09% 56
2026
Q1 		$1.17M Sell
6,894
-1,403
-17% -$205K 0.11% 54
2025
Q4 		$998K Hold
8,297
– – 0.1% 54
2025
Q3 		$935K Sell
8,297
-1,250
-13% -$139K 0.1% 54
2025
Q2 		$1.03M Hold
9,547
– – 0.12% 53
2025
Q1 		$1.14M Sell
9,547
-1,731
-15% -$191K 0.13% 54
2024
Q4 		$1.21M Sell
11,278
-581
-5% -$68K 0.13% 56
2024
Q3 		$1.39M Buy
11,859
+999
+9% +$115K 0.16% 56
2024
Q2 		$1.25M Buy
10,860
+386
+4% +$45K 0.19% 30
2024
Q1 		$1.22M Sell
10,474
-1,000
-9% -$105K 0.19% 30
2023
Q4 		$1.15M Buy
11,474
+8,167
+247% +$858K 0.2% 28
2023
Q3 		$389K Buy
3,307
+600
+22% +$65.8K 0.07% 41
2023
Q2 		$290K Hold
2,707
– – 0.05% 41
2023
Q1 		$297K Buy
2,707
+56
+2% +$6.19K 0.05% 42
2022
Q4 		$292K Buy
2,651
+300
+13% +$32.1K 0.06% 41
2022
Q3 		$205K Hold
2,351
– – 0.04% 42
2022
Q2 		$201K Buy
+2,351
New +$212K 0.04% 44
2020
Q1 		– Sell
-3,269
Closed -$228K – 51
2019
Q4 		$228K Hold
3,269
– – 0.07% 41
2019
Q3 		$231K Buy
+3,269
New +$236K 0.07% 37
2018
Q4 		– Sell
-3,251
Closed -$276K – 42
2018
Q3 		$276K Buy
3,251
+500
+18% +$40.9K 0.08% 37
2018
Q2 		$228K Buy
+2,751
New +$219K 0.07% 40
2017
Q4 		– Sell
-4,151
Closed -$340K – 32
2017
Q3 		$340K Sell
4,151
-45
-1% -$3.57K 0.11% 27
2017
Q2 		$339K Hold
4,196
– – 0.1% 29
2017
Q1 		$344K Hold
4,196
– – 0.1% 30
2016
Q4 		$379K Hold
4,196
– – 0.1% 33
2016
Q3 		$366K Hold
4,196
– – 0.09% 34
2016
Q2 		$393K Hold
4,196
– – 0.1% 32
2016
Q1 		$351K Buy
+4,196
New +$336K 0.09% 32
2015
Q3 		– Sell
-2,453
Closed -$204K – 32
2015
Q2 		$204K Sell
2,453
-6,614
-73% -$569K 0.05% 30
2015
Q1 		$771K Sell
9,067
-4,225
-32% -$375K 0.16% 30
2014
Q4 		$1.21M Sell
13,292
-68,538
-84% -$6.39M 0.27% 25
2014
Q3 		$7.41M Sell
81,830
-2,239
-3% -$223K 1.61% 20
2014
Q2 		$8.61M Sell
84,069
-26,320
-24% -$2.65M 1.69% 20
2014
Q1 		$10.8M Sell
110,389
-49,146
-31% -$4.68M 2.29% 17
2013
Q4 		$16.1M Sell
159,535
-19,270
-11% -$1.78M 3.88% 11
2013
Q3 		$15.4M Sell
178,805
-20,634
-10% -$1.86M 3.68% 12
2013
Q2 		$18M Buy
+199,439
New +$17.9M 4.27% 10

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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Penn Davis McFarland's XOM Position: Q2 2026 in Review

Penn Davis McFarland increased its ExxonMobil (XOM) stake by 12% in Q2 2026, buying an estimated $123K and bringing the position to 7,718 shares worth $1.06M. The position accounts for 0.09% of the portfolio, ranked #56.

Penn Davis McFarland first reported a position in XOM in Q2 2013 and has held it in 37 quarters since. The position peaked at $18M in Q2 2013. 1,299 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Penn Davis McFarland held 7,718 shares of ExxonMobil worth $1.06M as of Q2 2026.
  • Penn Davis McFarland bought 824 ExxonMobil shares in Q2 2026, an estimated $123K.
  • ExxonMobil made up 0.09% of Penn Davis McFarland's portfolio in Q2 2026, its #56 holding.
  • Penn Davis McFarland first reported a position in ExxonMobil in Q2 2013 and has held it in 37 quarters since.
  • Penn Davis McFarland's ExxonMobil position peaked at $18M in Q2 2013.
  • 1,299 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Penn Davis McFarland's 13F filing for Q2 2026, filed 15 Jul 2026.