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Plato Investment Management’s ExxonMobil XOM Stock Holding History

Plato Investment Management’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 		$6.75M Sell
49,688
-24,617
-33% -$3.68M 0.39% 50
2026
Q1 		$12.6M Buy
74,305
+604
+0.8% +$88.1K 0.85% 14
2025
Q4 		$8.91M Sell
73,701
-1,355
-2% -$157K 0.58% 29
2025
Q3 		$8.4M Hold
75,056
– – 0.57% 30
2025
Q2 		$8.06M Buy
75,056
+689
+0.9% +$73.7K 0.61% 27
2025
Q1 		$8.94M Sell
74,367
-4,302
-5% -$476K 0.75% 21
2024
Q4 		$8.49M Buy
78,669
+3,245
+4% +$380K 0.62% 25
2024
Q3 		$8.83M Buy
75,424
+1,368
+2% +$158K 0.72% 22
2024
Q2 		$8.53M Buy
74,056
+16,882
+30% +$1.97M 0.79% 21
2024
Q1 		$6.65M Buy
57,174
+54,804
+2,312% +$5.73M 0.69% 24
2023
Q4 		$237K Buy
+2,370
New +$249K 0.29% 90

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Plato Investment Management's XOM Position: Q2 2026 in Review

Plato Investment Management reduced its ExxonMobil (XOM) stake by 33% in Q2 2026, selling an estimated $3.68M and leaving 49,688 shares worth $6.75M. The position accounts for 0.39% of the portfolio, ranked #50.

Plato Investment Management first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.6M in Q1 2026. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Plato Investment Management held 49,688 shares of ExxonMobil worth $6.75M as of Q2 2026.
  • Plato Investment Management sold 24,617 ExxonMobil shares in Q2 2026, an estimated $3.68M.
  • ExxonMobil made up 0.39% of Plato Investment Management's portfolio in Q2 2026, its #50 holding.
  • Plato Investment Management first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's ExxonMobil position peaked at $12.6M in Q1 2026.
  • 4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.