SMH
XOM icon

Sanders Morris Harris’s ExxonMobil XOM Stock Holding History

Sanders Morris Harris’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 		$10.9M Sell
80,035
-12,026
-13% -$1.8M 6.35% 5
2026
Q1 		$15.6M Buy
+92,061
New +$13.4M 2.48% 8
2025
Q4 		– Sell
-44,458
Closed -$5.01M – 295
2025
Q3 		$5.01M Buy
44,458
+6,593
+17% +$733K 0.66% 23
2025
Q2 		$4.08M Sell
37,865
-9,312
-20% -$995K 0.98% 14
2025
Q1 		$5.61M Sell
47,177
-3,925
-8% -$434K 0.87% 17
2024
Q4 		$5.45M Buy
51,102
+2,034
+4% +$238K 0.81% 21
2024
Q3 		$5.75M Buy
49,068
+1,773
+4% +$205K 0.95% 17
2024
Q2 		$5.44M Sell
47,295
-13
-0% -$1.51K 0.89% 22
2024
Q1 		$5.5M Buy
47,308
+40,385
+583% +$4.23M 1.01% 20
2023
Q4 		$695K Sell
6,923
-35,047
-84% -$3.68M 0.34% 82
2023
Q3 		$4.93M Sell
41,970
-979
-2% -$107K 1.01% 14
2023
Q2 		$4.61M Sell
42,949
-978
-2% -$107K 1.02% 18
2023
Q1 		$4.82M Sell
43,927
-1,152
-3% -$127K 1.68% 11
2022
Q4 		$4.97M Sell
45,079
-778
-2% -$83.4K 1.88% 9
2022
Q3 		$4M Buy
45,857
+28,671
+167% +$2.62M 0.98% 16
2022
Q2 		$1.47M Sell
17,186
-3,799
-18% -$343K 0.32% 51
2022
Q1 		$1.73M Buy
20,985
+147
+0.7% +$11.4K 0.34% 50
2021
Q4 		$1.27M Buy
20,838
+188
+0.9% +$11.8K 0.22% 75
2021
Q3 		$1.22M Sell
20,650
-575
-3% -$32.8K 0.22% 76
2021
Q2 		$1.34M Sell
21,225
-59,966
-74% -$3.58M 0.26% 78
2021
Q1 		$4.53M Sell
81,191
-4,655
-5% -$244K 0.96% 23
2020
Q4 		$3.54M Sell
85,846
-2,375
-3% -$89K 0.81% 28
2020
Q3 		$3.03M Sell
88,221
-1,123
-1% -$45.9K 0.82% 25
2020
Q2 		$4M Sell
89,344
-864
-1% -$38.8K 1.94% 12
2020
Q1 		$3K Buy
90,208
+60,116
+200% +$3.32M ﹤0.01% 130
2019
Q4 		$2.42M Sell
30,092
-6,401
-18% -$443K 0.55% 45
2019
Q3 		$2.57M Buy
36,493
+4,980
+16% +$360K 0.62% 36
2019
Q2 		$2.41M Buy
31,513
+1,375
+5% +$106K 0.63% 33
2019
Q1 		$2.44M Buy
30,138
+8,407
+39% +$641K 1.18% 19
2018
Q4 		$1.48M Sell
21,731
-162
-0.7% -$12.7K 0.81% 28
2018
Q3 		$1.86M Sell
21,893
-14,621
-40% -$1.2M 0.87% 28
2018
Q2 		$3.02M Sell
36,514
-123,794
-77% -$9.86M 1.4% 19
2018
Q1 		$12M Sell
160,308
-27,480
-15% -$2.2M 5.01% 5
2017
Q4 		$15.7M Buy
187,788
+160,503
+588% +$13.3M 6.64% 3
2017
Q3 		$2.24M Sell
27,285
-175,198
-87% -$13.9M 0.95% 28
2017
Q2 		$16.3M Sell
202,483
-2,684
-1% -$220K 6.66% 3
2017
Q1 		$16.8M Buy
205,167
+283
+0.1% +$23.6K 6.15% 3
2016
Q4 		$2.18M Sell
204,884
-3,034
-1% -$265K 1.01% 22
2016
Q3 		$18.2M Sell
207,918
-53,978
-21% -$4.79M 5.51% 2
2016
Q2 		$24.5M Sell
261,896
-403,249
-61% -$35.7M 5.71% 2
2016
Q1 		$55.6M Buy
+665,145
New +$53.3M 9.57% 2

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Sanders Morris Harris's XOM Position: Q2 2026 in Review

Sanders Morris Harris reduced its ExxonMobil (XOM) stake by 13% in Q2 2026, selling an estimated $1.8M and leaving 80,035 shares worth $10.9M. The position accounts for 6.35% of the portfolio, ranked #5.

Sanders Morris Harris first reported a position in XOM in Q1 2016 and has held it in 41 quarters since. The position peaked at $55.6M in Q1 2016. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Sanders Morris Harris held 80,035 shares of ExxonMobil worth $10.9M as of Q2 2026.
  • Sanders Morris Harris sold 12,026 ExxonMobil shares in Q2 2026, an estimated $1.8M.
  • ExxonMobil made up 6.35% of Sanders Morris Harris's portfolio in Q2 2026, its #5 holding.
  • Sanders Morris Harris first reported a position in ExxonMobil in Q1 2016 and has held it in 41 quarters since.
  • Sanders Morris Harris's ExxonMobil position peaked at $55.6M in Q1 2016.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.