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Prudent Man Investment Management’s ExxonMobil XOM Stock Holding History

Prudent Man 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 		$195K Hold
1,618
– – 0.07% 28
2026
Q1 		$195K Hold
1,618
– – 0.07% 28
2025
Q4 		$195K Sell
1,618
-24
-1% -$2.78K 0.07% 28
2025
Q3 		$177K Hold
1,642
– – 0.1% 29
2025
Q2 		$177K Hold
1,642
– – 0.1% 29
2025
Q1 		$177K Hold
1,642
– – 0.1% 29
2024
Q4 		$177K Buy
+1,642
New +$192K 0.1% 29

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Prudent Man Investment Management's XOM Position: Q2 2026 in Review

Prudent Man Investment Management held its ExxonMobil (XOM) position steady in Q2 2026 at 1,618 shares worth $195K. The position accounts for 0.07% of the portfolio, ranked #28.

Prudent Man Investment Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. 2,247 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Prudent Man Investment Management held 1,618 shares of ExxonMobil worth $195K as of Q2 2026.
  • Prudent Man Investment Management left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.07% of Prudent Man Investment Management's portfolio in Q2 2026, its #28 holding.
  • Prudent Man Investment Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • 2,247 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.