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Segment Wealth Management’s ExxonMobil XOM Stock Holding History

Segment Wealth 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 		$28.1M Buy
205,639
+1,402
+0.7% +$210K 1.46% 14
2026
Q1 		$34.7M Sell
204,237
-1,528
-0.7% -$223K 2.03% 8
2025
Q4 		$24.8M Sell
205,765
-2,302
-1% -$267K 1.44% 16
2025
Q3 		$23.5M Sell
208,067
-1,156
-0.6% -$129K 1.41% 15
2025
Q2 		$22.6M Buy
209,223
+26,600
+15% +$2.84M 1.43% 14
2025
Q1 		$21.7M Buy
182,623
+2,361
+1% +$261K 1.47% 12
2024
Q4 		$19.4M Sell
180,262
-132
-0.1% -$15.4K 1.32% 16
2024
Q3 		$21.1M Sell
180,394
-385
-0.2% -$44.5K 1.45% 9
2024
Q2 		$20.8M Buy
180,779
+11,659
+7% +$1.36M 1.54% 11
2024
Q1 		$19.7M Sell
169,120
-5,657
-3% -$592K 1.49% 11
2023
Q4 		$17.5M Buy
174,777
+2,094
+1% +$220K 1.54% 11
2023
Q3 		$20.3M Buy
172,683
+103,344
+149% +$11.3M 2.06% 7
2023
Q2 		$7.44M Buy
69,339
+2,242
+3% +$245K 0.76% 54
2023
Q1 		$7.36M Sell
67,097
-989
-1% -$109K 0.83% 47
2022
Q4 		$7.51M Buy
68,086
+147
+0.2% +$15.8K 0.87% 45
2022
Q3 		$5.93M Sell
67,939
-79,442
-54% -$7.25M 0.74% 55
2022
Q2 		$12.6M Buy
147,381
+81,638
+124% +$7.36M 1.6% 9
2022
Q1 		$5.43M Buy
65,743
+15,908
+32% +$1.24M 0.56% 66
2021
Q4 		$3.05M Sell
49,835
-10,967
-18% -$685K 0.32% 76
2021
Q3 		$3.58M Buy
60,802
+103
+0.2% +$5.87K 0.42% 72
2021
Q2 		$3.83M Buy
60,699
+18,219
+43% +$1.09M 0.45% 69
2021
Q1 		$2.37M Buy
42,480
+8,953
+27% +$469K 0.31% 81
2020
Q4 		$1.38M Sell
33,527
-2,204
-6% -$82.6K 0.2% 92
2020
Q3 		$1.23M Sell
35,731
-8,655
-19% -$354K 0.2% 93
2020
Q2 		$1.99M Buy
44,386
+2,506
+6% +$112K 0.37% 76
2020
Q1 		$1.59M Sell
41,880
-3,021
-7% -$167K 0.35% 74
2019
Q4 		$3.13M Sell
44,901
-1,871
-4% -$129K 0.53% 67
2019
Q3 		$3.3M Buy
46,772
+14
+0% +$1.01K 0.65% 57
2019
Q2 		$3.58M Sell
46,758
-2,809
-6% -$217K 0.73% 54
2019
Q1 		$4M Buy
49,567
+2,200
+5% +$168K 0.85% 49
2018
Q4 		$3.23M Sell
47,367
-234
-0.5% -$18.4K 0.81% 50
2018
Q3 		$4.05M Sell
47,601
-1,167
-2% -$95.4K 0.88% 42
2018
Q2 		$4.03M Sell
48,768
-7,603
-13% -$606K 0.95% 38
2018
Q1 		$4.21M Sell
56,371
-24,060
-30% -$1.92M 1.05% 33
2017
Q4 		$6.73M Sell
80,431
-8,422
-9% -$697K 1.63% 9
2017
Q3 		$7.28M Sell
88,853
-1,840
-2% -$146K 1.93% 7
2017
Q2 		$7.32M Sell
90,693
-16,767
-16% -$1.37M 2.02% 8
2017
Q1 		$8.81M Sell
107,460
-11,171
-9% -$933K 2.87% 3
2016
Q4 		$10.7M Sell
118,631
-5,567
-4% -$486K 3.93% 2
2016
Q3 		$10.8M Sell
124,198
-1,277
-1% -$113K 4.27% 2
2016
Q2 		$11.8M Sell
125,475
-339
-0.3% -$30K 4.85% 1
2016
Q1 		$10.5M Sell
125,814
-3,422
-3% -$274K 3.93% 2
2015
Q4 		$10.1M Sell
129,236
-2,223
-2% -$178K 3.82% 2
2015
Q3 		$9.77M Buy
131,459
+2,095
+2% +$161K 3.74% 2
2015
Q2 		$10.8M Buy
129,364
+366
+0.3% +$31.5K 3.74% 2
2015
Q1 		$11M Sell
128,998
-1,008
-0.8% -$89.4K 3.66% 2
2014
Q4 		$12M Sell
130,006
-838
-0.6% -$78.1K 4.61% 2
2014
Q3 		$12.3M Buy
130,844
+2,665
+2% +$265K 4.7% 2
2014
Q2 		$12.9M Buy
128,179
+910
+0.7% +$91.8K 5% 2
2014
Q1 		$12.4M Sell
127,269
-654
-0.5% -$62.3K 5.78% 1
2013
Q4 		$12.9M Sell
127,923
-16,566
-11% -$1.53M 6.39% 1
2013
Q3 		$12.4M Sell
144,489
-618
-0.4% -$55.7K 6.77% 1
2013
Q2 		$13.1M Buy
+145,107
New +$13.1M 7.84% 1

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
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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 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

Segment Wealth Management's XOM Position: Q2 2026 in Review

Segment Wealth Management increased its ExxonMobil (XOM) stake by 0.69% in Q2 2026, buying an estimated $210K and bringing the position to 205,639 shares worth $28.1M. The position accounts for 1.46% of the portfolio, ranked #14.

Segment Wealth Management first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $34.7M in Q1 2026. 1,011 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Segment Wealth Management held 205,639 shares of ExxonMobil worth $28.1M as of Q2 2026.
  • Segment Wealth Management bought 1,402 ExxonMobil shares in Q2 2026, an estimated $210K.
  • ExxonMobil made up 1.46% of Segment Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Segment Wealth Management first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Segment Wealth Management's ExxonMobil position peaked at $34.7M in Q1 2026.
  • 1,011 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.