SAM
XOM icon

Secure Asset Management’s ExxonMobil XOM Stock Holding History

Secure Asset 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 		$3.17M Sell
23,155
-1,461
-6% -$219K 0.44% 61
2026
Q1 		$4.18M Sell
24,616
-3,876
-14% -$566K 0.66% 37
2025
Q4 		$3.43M Buy
28,492
+729
+3% +$84.6K 0.54% 50
2025
Q3 		$3.11M Buy
27,763
+4,375
+19% +$486K 0.51% 54
2025
Q2 		$2.52M Sell
23,388
-6,306
-21% -$674K 0.46% 57
2025
Q1 		$3.53M Sell
29,694
-16,956
-36% -$1.88M 0.71% 30
2024
Q4 		$5.02M Buy
46,650
+4,011
+9% +$469K 0.76% 26
2024
Q3 		$5M Buy
42,639
+1,025
+2% +$118K 0.84% 22
2024
Q2 		$4.79M Buy
41,614
+12,372
+42% +$1.44M 0.91% 19
2024
Q1 		$3.4M Sell
29,242
-470
-2% -$49.2K 0.8% 27
2023
Q4 		$2.97M Buy
29,712
+658
+2% +$69.2K 0.8% 26
2023
Q3 		$3.42M Buy
29,054
+301
+1% +$33K 1.02% 19
2023
Q2 		$3.08M Buy
28,753
+1,007
+4% +$110K 0.94% 23
2023
Q1 		$3.04M Sell
27,746
-584
-2% -$64.6K 1.02% 16
2022
Q4 		$3.12M Buy
28,330
+9,487
+50% +$1.02M 1.12% 14
2022
Q3 		$1.65M Buy
18,843
+943
+5% +$86.1K 0.92% 15
2022
Q2 		$1.53M Buy
17,900
+1,980
+12% +$179K 0.85% 18
2022
Q1 		$1.31M Buy
15,920
+2,368
+17% +$184K 0.59% 28
2021
Q4 		$829K Sell
13,552
-23
-0.2% -$1.44K 0.34% 51
2021
Q3 		$798K Sell
13,575
-1,951
-13% -$111K 0.39% 42
2021
Q2 		$979K Buy
15,526
+1,292
+9% +$77.1K 0.5% 37
2021
Q1 		$795K Sell
14,234
-12,887
-48% -$676K 0.44% 43
2020
Q4 		$1.12M Sell
27,121
-29,907
-52% -$1.12M 0.66% 33
2020
Q3 		$1.96M Buy
57,028
+13,036
+30% +$533K 1.34% 15
2020
Q2 		$1.97M Buy
43,992
+28,757
+189% +$1.29M 1.39% 16
2020
Q1 		$578K Buy
15,235
+2,462
+19% +$136K 0.62% 42
2019
Q4 		$891K Buy
+12,773
New +$883K 0.63% 42

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

Secure Asset Management's XOM Position: Q2 2026 in Review

Secure Asset Management reduced its ExxonMobil (XOM) stake by 5.9% in Q2 2026, selling an estimated $219K and leaving 23,155 shares worth $3.17M. The position accounts for 0.44% of the portfolio, ranked #61.

Secure Asset Management first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.02M in Q4 2024. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Secure Asset Management held 23,155 shares of ExxonMobil worth $3.17M as of Q2 2026.
  • Secure Asset Management sold 1,461 ExxonMobil shares in Q2 2026, an estimated $219K.
  • ExxonMobil made up 0.44% of Secure Asset Management's portfolio in Q2 2026, its #61 holding.
  • Secure Asset Management first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • Secure Asset Management's ExxonMobil position peaked at $5.02M in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.