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Scharf Investments’s ExxonMobil XOM Stock Holding History

Scharf Investments’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 		– Sell
-6,443
Closed -$1.09M – 84
2026
Q1 		$1.09M Buy
+6,443
New +$940K 0.03% 56

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Scharf Investments's XOM Position: Q2 2026 in Review

Scharf Investments sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 6,443 shares — an estimated $1.09M sold.

Scharf Investments first reported a position in XOM in Q1 2026 and held it in 1 quarter. The position peaked at $1.09M in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Scharf Investments reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Scharf Investments sold 6,443 ExxonMobil shares in Q2 2026, an estimated $1.09M.
  • Scharf Investments first reported a position in ExxonMobil in Q1 2026 and held it in 1 quarter.
  • Scharf Investments's ExxonMobil position peaked at $1.09M in Q1 2026.
  • 2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.