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Robertson Stephens Wealth Management’s ExxonMobil XOM Stock Holding History

Robertson Stephens Wealth 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 		$4.98M Sell
36,405
-6,632
-15% -$993K 0.12% 126
2026
Q1 		$7.3M Buy
43,037
+6,904
+19% +$1.01M 0.2% 98
2025
Q4 		$4.35M Buy
36,133
+785
+2% +$91K 0.11% 130
2025
Q3 		$3.99M Buy
35,348
+5,602
+19% +$623K 0.12% 123
2025
Q2 		$3.21M Sell
29,746
-1,072
-3% -$115K 0.1% 139
2025
Q1 		$3.67M Sell
30,818
-1,313
-4% -$145K 0.13% 132
2024
Q4 		$3.46M Buy
32,131
+266
+0.8% +$31.1K 0.12% 147
2024
Q3 		$3.74M Sell
31,865
-1,757
-5% -$203K 0.14% 139
2024
Q2 		$3.87M Buy
33,622
+3,160
+10% +$368K 0.19% 97
2024
Q1 		$3.54M Buy
30,462
+392
+1% +$41K 0.19% 99
2023
Q4 		$3.01M Buy
30,070
+364
+1% +$38.3K 0.18% 103
2023
Q3 		$3.49M Sell
29,706
-3
-0% -$329 0.24% 90
2023
Q2 		$3.19M Sell
29,709
-2,050
-6% -$224K 0.23% 99
2023
Q1 		$3.48M Buy
31,759
+7,729
+32% +$855K 0.27% 82
2022
Q4 		$2.65M Buy
24,030
+289
+1% +$31K 0.26% 88
2022
Q3 		$2.07M Sell
23,741
-2,404
-9% -$219K 0.22% 91
2022
Q2 		$2.24M Sell
26,145
-1,755
-6% -$158K 0.21% 96
2022
Q1 		$2.3M Buy
27,900
+3,935
+16% +$306K 0.19% 100
2021
Q4 		$1.47M Buy
23,965
+7,128
+42% +$445K 0.12% 142
2021
Q3 		$990K Sell
16,837
-73
-0.4% -$4.16K 0.11% 117
2021
Q2 		$1.07M Sell
16,910
-775
-4% -$46.3K 0.13% 116
2021
Q1 		$987K Buy
17,685
+5,197
+42% +$272K 0.16% 105
2020
Q4 		$514K Sell
12,488
-10,005
-44% -$375K 0.11% 140
2020
Q3 		$772K Buy
22,493
+12,236
+119% +$500K 0.19% 98
2020
Q2 		$458K Buy
10,257
+3,505
+52% +$157K 0.13% 117
2020
Q1 		$256K Buy
+6,752
New +$373K 0.09% 152
2019
Q4 		– Sell
-6,631
Closed -$468K – 121
2019
Q3 		$468K Buy
+6,631
New +$479K 0.24% 79

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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

Robertson Stephens Wealth Management's XOM Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its ExxonMobil (XOM) stake by 15% in Q2 2026, selling an estimated $993K and leaving 36,405 shares worth $4.98M. The position accounts for 0.12% of the portfolio, ranked #126.

Robertson Stephens Wealth Management first reported a position in XOM in Q3 2019 and has held it in 27 quarters since. The position peaked at $7.3M in Q1 2026. 2,086 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Robertson Stephens Wealth Management held 36,405 shares of ExxonMobil worth $4.98M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 6,632 ExxonMobil shares in Q2 2026, an estimated $993K.
  • ExxonMobil made up 0.12% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Robertson Stephens Wealth Management first reported a position in ExxonMobil in Q3 2019 and has held it in 27 quarters since.
  • Robertson Stephens Wealth Management's ExxonMobil position peaked at $7.3M in Q1 2026.
  • 2,086 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.