Pine Valley Investments’s ExxonMobil XOM Stock Holding History

Pine Valley Investments’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	$16M	Sell	116,769 -13,129	-10%	-$1.96M	0.63%	38
2026 Q1	$22M	Sell	129,898 -11,644	-8%	-$1.7M	1.01%	21
2025 Q4	$17M	Sell	141,542 -5,236	-4%	-$607K	0.79%	30
2025 Q3	$16.5M	Buy	146,778 +2,663	+2%	+$296K	0.81%	26
2025 Q2	$15.5M	Buy	144,115 +2,996	+2%	+$320K	0.86%	24
2025 Q1	$16.8M	Sell	141,119 -7,714	-5%	-$853K	1.02%	20
2024 Q4	$16M	Buy	148,833 +19,838	+15%	+$2.32M	0.96%	19
2024 Q3	$15.1M	Buy	128,995 +3,012	+2%	+$348K	0.92%	16
2024 Q2	$14.5M	Buy	125,983 +2,308	+2%	+$269K	0.95%	18
2024 Q1	$14.4M	Sell	123,675 -31,364	-20%	-$3.28M	0.97%	16
2023 Q4	$15.5M	Buy	155,039 +10,732	+7%	+$1.13M	1.12%	14
2023 Q3	$17M	Buy	144,307 +17,388	+14%	+$1.91M	1.54%	10
2023 Q2	$13.6M	Buy	126,919 +56,272	+80%	+$6.14M	1.33%	13
2023 Q1	$7.06M	Buy	+70,647	New	+$7.81M	1.04%	20

Other funds holding XOM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pine Valley Investments's XOM Position: Q2 2026 in Review

Pine Valley Investments reduced its ExxonMobil (XOM) stake by 10% in Q2 2026, selling an estimated $1.96M and leaving 116,769 shares worth $16M. The position accounts for 0.63% of the portfolio, ranked #38.

Pine Valley Investments first reported a position in XOM in Q1 2023 and has held it in 14 quarters since. The position peaked at $22M in Q1 2026. 2,442 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Pine Valley Investments held 116,769 shares of ExxonMobil worth $16M as of Q2 2026.
Pine Valley Investments sold 13,129 ExxonMobil shares in Q2 2026, an estimated $1.96M.
ExxonMobil made up 0.63% of Pine Valley Investments's portfolio in Q2 2026, its #38 holding.
Pine Valley Investments first reported a position in ExxonMobil in Q1 2023 and has held it in 14 quarters since.
Pine Valley Investments's ExxonMobil position peaked at $22M in Q1 2026.
2,442 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.