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Richard C. Young & Co’s ExxonMobil XOM Stock Holding History

Richard C. Young & Co’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 		$23.9M Sell
174,826
-3,108
-2% -$465K 1.76% 18
2026
Q1 		$30.2M Sell
177,934
-2,111
-1% -$308K 2.5% 9
2025
Q4 		$21.7M Buy
180,045
+1,319
+0.7% +$153K 1.94% 13
2025
Q3 		$20.2M Sell
178,726
-798
-0.4% -$88.7K 1.87% 22
2025
Q2 		$19.4M Buy
179,524
+906
+0.5% +$96.8K 1.91% 20
2025
Q1 		$21.2M Sell
178,618
-656
-0.4% -$72.5K 2.28% 8
2024
Q4 		$19.3M Sell
179,274
-558
-0.3% -$65.3K 2.1% 13
2024
Q3 		$21.1M Buy
179,832
+2,082
+1% +$240K 2.3% 8
2024
Q2 		$20.5M Buy
177,750
+3,449
+2% +$402K 2.49% 7
2024
Q1 		$20.3M Buy
174,301
+668
+0.4% +$69.9K 2.54% 6
2023
Q4 		$17.4M Buy
173,633
+1,966
+1% +$207K 2.33% 8
2023
Q3 		$20.2M Sell
171,667
-167
-0.1% -$18.3K 2.87% 4
2023
Q2 		$18.4M Buy
171,834
+3,518
+2% +$384K 2.53% 8
2023
Q1 		$18.5M Sell
168,316
-2,656
-2% -$294K 2.54% 6
2022
Q4 		$18.9M Sell
170,972
-454
-0.3% -$48.6K 2.51% 9
2022
Q3 		$15M Buy
171,426
+1,079
+0.6% +$98.5K 2.29% 13
2022
Q2 		$14.6M Buy
170,347
+3,577
+2% +$323K 1.89% 20
2022
Q1 		$13.8M Buy
+166,770
New +$13M 1.76% 22
2020
Q3 		– Sell
-42,898
Closed -$1.92M – 87
2020
Q2 		$1.92M Sell
42,898
-1,364
-3% -$61.2K 0.32% 70
2020
Q1 		$1.68M Sell
44,262
-48,872
-52% -$2.7M 0.33% 64
2019
Q4 		$6.5M Buy
93,134
+21,422
+30% +$1.48M 1.08% 45
2019
Q3 		$5.06M Sell
71,712
-24,781
-26% -$1.79M 0.91% 46
2019
Q2 		$7.39M Buy
96,493
+2,281
+2% +$177K 1.4% 36
2019
Q1 		$7.61M Buy
94,212
+25,972
+38% +$1.98M 1.45% 30
2018
Q4 		$4.65M Sell
68,240
-27,183
-28% -$2.13M 0.99% 38
2018
Q3 		$8.11M Buy
95,423
+782
+0.8% +$63.9K 1.54% 24
2018
Q2 		$7.83M Buy
94,641
+1,165
+1% +$92.8K 1.58% 24
2018
Q1 		$6.97M Buy
93,476
+4,730
+5% +$378K 1.39% 31
2017
Q4 		$7.42M Buy
88,746
+21,992
+33% +$1.82M 1.4% 33
2017
Q3 		$5.47M Buy
66,754
+1,370
+2% +$109K 1.04% 40
2017
Q2 		$5.28M Buy
65,384
+1,862
+3% +$152K 1.03% 40
2017
Q1 		$5.21M Buy
63,522
+4,715
+8% +$394K 1.03% 40
2016
Q4 		$5.31M Buy
58,807
+2,671
+5% +$233K 1.12% 40
2016
Q3 		$4.9M Buy
56,136
+1,198
+2% +$106K 1.06% 39
2016
Q2 		$5.15M Sell
54,938
-67
-0.1% -$5.92K 1.14% 37
2016
Q1 		$4.6M Buy
55,005
+14,493
+36% +$1.16M 1.03% 38
2015
Q4 		$3.16M Buy
+40,512
New +$3.24M 0.72% 47

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Richard C. Young & Co's XOM Position: Q2 2026 in Review

Richard C. Young & Co reduced its ExxonMobil (XOM) stake by 1.7% in Q2 2026, selling an estimated $465K and leaving 174,826 shares worth $23.9M. The position accounts for 1.76% of the portfolio, ranked #18.

Richard C. Young & Co first reported a position in XOM in Q4 2015 and has held it in 37 quarters since. The position peaked at $30.2M in Q1 2026. 1,774 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Richard C. Young & Co held 174,826 shares of ExxonMobil worth $23.9M as of Q2 2026.
  • Richard C. Young & Co sold 3,108 ExxonMobil shares in Q2 2026, an estimated $465K.
  • ExxonMobil made up 1.76% of Richard C. Young & Co's portfolio in Q2 2026, its #18 holding.
  • Richard C. Young & Co first reported a position in ExxonMobil in Q4 2015 and has held it in 37 quarters since.
  • Richard C. Young & Co's ExxonMobil position peaked at $30.2M in Q1 2026.
  • 1,774 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.