Sage Investment Counsel’s ExxonMobil XOM Stock Holding History

Sage Investment Counsel’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	$1.01M	Hold	7,377	–	–	1.01%	32
2026 Q1	$1.25M	Sell	7,377 -640	-8%	-$93.4K	1.39%	24
2025 Q4	$965K	Hold	8,017	–	–	1.06%	30
2025 Q3	$904K	Hold	8,017	–	–	1%	30
2025 Q2	$864K	Buy	8,017 +1	+0%	+$107	1%	30
2025 Q1	$953K	Sell	8,016 -1,552	-16%	-$172K	1.21%	23
2024 Q4	$1.03M	Buy	+9,568	New	+$1.12M	1.34%	17

Other funds holding XOM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sage Investment Counsel's XOM Position: Q2 2026 in Review

Sage Investment Counsel held its ExxonMobil (XOM) position steady in Q2 2026 at 7,377 shares worth $1.01M. The position accounts for 1.01% of the portfolio, ranked #32.

Sage Investment Counsel first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.25M in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Sage Investment Counsel held 7,377 shares of ExxonMobil worth $1.01M as of Q2 2026.
Sage Investment Counsel left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 1.01% of Sage Investment Counsel's portfolio in Q2 2026, its #32 holding.
Sage Investment Counsel first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Sage Investment Counsel's ExxonMobil position peaked at $1.25M in Q1 2026.
2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.