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Putney Financial Group’s ExxonMobil XOM Stock Holding History

Putney Financial Group’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 		$440K Sell
3,217
-1,246
-28% -$186K 0.4% 43
2026
Q1 		$757K Hold
4,463
– – 0.76% 28
2025
Q4 		$537K Buy
+4,463
New +$518K 0.5% 34
2025
Q3 		– Sell
-650
Closed -$70.1K – 289
2025
Q2 		$70.1K Sell
650
-115
-15% -$12.3K 0.07% 115
2025
Q1 		$91K Sell
765
-248
-24% -$27.4K 0.1% 90
2024
Q4 		$109K Buy
+1,013
New +$118K 0.1% 90

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

Putney Financial Group's XOM Position: Q2 2026 in Review

Putney Financial Group reduced its ExxonMobil (XOM) stake by 28% in Q2 2026, selling an estimated $186K and leaving 3,217 shares worth $440K. The position accounts for 0.4% of the portfolio, ranked #43.

Putney Financial Group first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. The position peaked at $757K in Q1 2026. 1,313 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Putney Financial Group held 3,217 shares of ExxonMobil worth $440K as of Q2 2026.
  • Putney Financial Group sold 1,246 ExxonMobil shares in Q2 2026, an estimated $186K.
  • ExxonMobil made up 0.4% of Putney Financial Group's portfolio in Q2 2026, its #43 holding.
  • Putney Financial Group first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
  • Putney Financial Group's ExxonMobil position peaked at $757K in Q1 2026.
  • 1,313 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Putney Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.