Samalin Investment Counsel’s ExxonMobil XOM Stock Holding History

Samalin 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	$696K	Sell	5,092 -80	-2%	-$12K	0.22%	117
2026 Q1	$878K	Sell	5,172 -2	-0%	-$292	0.31%	85
2025 Q4	$623K	Sell	5,174 -1,709	-25%	-$198K	0.22%	136
2025 Q3	$776K	Buy	6,883 +74	+1%	+$8.23K	0.27%	107
2025 Q2	$734K	Sell	6,809 -3,440	-34%	-$368K	0.28%	102
2025 Q1	$1.22M	Buy	10,249 +43	+0.4%	+$4.75K	0.49%	45
2024 Q4	$1.1M	Sell	10,206 -160	-2%	-$18.7K	0.47%	52
2024 Q3	$1.22M	Sell	10,366 -88	-0.8%	-$10.2K	0.53%	46
2024 Q2	$1.2M	Buy	10,454 +1,968	+23%	+$229K	0.56%	39
2024 Q1	$986K	Sell	8,486 -434	-5%	-$45.4K	0.47%	57
2023 Q4	$892K	Sell	8,920 -873	-9%	-$91.8K	0.45%	58
2023 Q3	$1.15M	Buy	9,793 +2,373	+32%	+$260K	0.66%	36
2023 Q2	$796K	Sell	7,420 -1,095	-13%	-$119K	0.43%	63
2023 Q1	$934K	Sell	8,515 -330	-4%	-$36.5K	0.56%	49
2022 Q4	$976K	Sell	8,845 -6,952	-44%	-$745K	0.62%	42
2022 Q3	$1.38M	Sell	15,797 -178	-1%	-$16.3K	1.01%	22
2022 Q2	$1.37M	Buy	15,975 +5,450	+52%	+$492K	0.96%	26
2022 Q1	$869K	Sell	10,525 -152	-1%	-$11.8K	0.53%	51
2021 Q4	$653K	Buy	10,677 +56	+0.5%	+$3.5K	0.39%	73
2021 Q3	$625K	Buy	10,621 +170	+2%	+$9.69K	0.41%	71
2021 Q2	$659K	Sell	10,451 -190	-2%	-$11.3K	0.43%	73
2021 Q1	$594K	Buy	+10,641	New	+$558K	0.4%	79
2020 Q3	–	Sell	-8,532	Closed	-$381K	–	208
2020 Q2	$381K	Buy	8,532 +3,183	+60%	+$143K	0.4%	75
2020 Q1	$203K	Sell	5,349 -596	-10%	-$32.9K	0.27%	115
2019 Q4	$414K	Buy	+5,945	New	+$411K	0.35%	74

Other funds holding XOM

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Samalin Investment Counsel reduced its ExxonMobil (XOM) stake by 1.5% in Q2 2026, selling an estimated $12K and leaving 5,092 shares worth $696K. The position accounts for 0.22% of the portfolio, ranked #117.

Samalin Investment Counsel first reported a position in XOM in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.38M in Q3 2022. 1,894 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Samalin Investment Counsel held 5,092 shares of ExxonMobil worth $696K as of Q2 2026.
Samalin Investment Counsel sold 80 ExxonMobil shares in Q2 2026, an estimated $12K.
ExxonMobil made up 0.22% of Samalin Investment Counsel's portfolio in Q2 2026, its #117 holding.
Samalin Investment Counsel first reported a position in ExxonMobil in Q4 2019 and has held it in 25 quarters since.
Samalin Investment Counsel's ExxonMobil position peaked at $1.38M in Q3 2022.
1,894 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.