Sigma Investment Counselors’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.07M Sell
37,048
-2,381
-6% -$356K 0.25% 63
2026
Q1
$6.69M Sell
39,429
-11,997
-23% -$1.75M 0.35% 51
2025
Q4
$6.19M Sell
51,426
-292
-0.6% -$33.9K 0.31% 55
2025
Q3
$5.83M Buy
51,718
+454
+0.9% +$50.5K 0.3% 56
2025
Q2
$5.53M Buy
51,264
+1,775
+4% +$190K 0.3% 54
2025
Q1
$5.89M Sell
49,489
-2,011
-4% -$222K 0.36% 51
2024
Q4
$5.54M Sell
51,500
-1,472
-3% -$172K 0.33% 54
2024
Q3
$6.21M Buy
52,972
+528
+1% +$61K 0.36% 51
2024
Q2
$6.04M Buy
52,444
+23,969
+84% +$2.79M 0.38% 51
2024
Q1
$3.31M Sell
28,475
-140
-0.5% -$14.6K 0.21% 73
2023
Q4
$2.86M Buy
28,615
+617
+2% +$64.8K 0.2% 73
2023
Q3
$3.29M Buy
27,998
+327
+1% +$35.9K 0.25% 65
2023
Q2
$2.97M Buy
27,671
+2,102
+8% +$229K 0.22% 68
2023
Q1
$2.8M Sell
25,569
-19
-0.1% -$2.1K 0.22% 70
2022
Q4
$2.82M Buy
25,588
+214
+0.8% +$22.9K 0.23% 65
2022
Q3
$2.21M Buy
25,374
+774
+3% +$70.7K 0.19% 72
2022
Q2
$2.11M Sell
24,600
-218
-0.9% -$19.7K 0.17% 76
2022
Q1
$2.05M Sell
24,818
-237
-0.9% -$18.4K 0.15% 79
2021
Q4
$1.53M Sell
25,055
-589
-2% -$36.8K 0.11% 86
2021
Q3
$1.51M Buy
25,644
+1,399
+6% +$79.7K 0.11% 86
2021
Q2
$1.53M Buy
24,245
+246
+1% +$14.7K 0.11% 86
2021
Q1
$1.34M Sell
23,999
-259
-1% -$13.6K 0.11% 87
2020
Q4
$1M Buy
24,258
+6,594
+37% +$247K 0.09% 94
2020
Q3
$606K Sell
17,664
-16,338
-48% -$668K 0.12% 88
2020
Q2
$1.52M Buy
34,002
+1,462
+4% +$65.6K 0.16% 79
2020
Q1
$1.24M Buy
32,540
+4,761
+17% +$263K 0.16% 78
2019
Q4
$1.94M Sell
27,779
-7,551
-21% -$522K 0.2% 71
2019
Q3
$2.5M Sell
35,330
-493
-1% -$35.6K 0.28% 59
2019
Q2
$2.75M Buy
35,823
+142
+0.4% +$11K 0.32% 54
2019
Q1
$2.88M Sell
35,681
-232
-0.6% -$17.7K 0.35% 52
2018
Q4
$2.45M Sell
35,913
-124
-0.3% -$9.73K 0.34% 56
2018
Q3
$3.06M Sell
36,037
-624
-2% -$51K 0.38% 42
2018
Q2
$3.03M Sell
36,661
-1,039
-3% -$82.8K 0.4% 38
2018
Q1
$2.81M Sell
37,700
-771
-2% -$61.6K 0.38% 40
2017
Q4
$3.22M Sell
38,471
-288
-0.7% -$23.8K 0.44% 37
2017
Q3
$3.18M Sell
38,759
-420
-1% -$33.4K 0.45% 39
2017
Q2
$3.16M Sell
39,179
-465
-1% -$38K 0.49% 38
2017
Q1
$3.25M Sell
39,644
-3,113
-7% -$260K 0.52% 36
2016
Q4
$3.86M Sell
42,757
-1,322
-3% -$116K 0.62% 27
2016
Q3
$3.85M Buy
44,079
+1,979
+5% +$176K 0.64% 30
2016
Q2
$3.95M Sell
42,100
-180
-0.4% -$15.9K 0.67% 29
2016
Q1
$3.53M Buy
42,280
+1,244
+3% +$99.6K 0.63% 34
2015
Q4
$3.2M Buy
41,036
+275
+0.7% +$22K 0.59% 36
2015
Q3
$3.03M Buy
40,761
+2,713
+7% +$209K 0.59% 37
2015
Q2
$3.17M Buy
38,048
+343
+0.9% +$29.5K 0.59% 36
2015
Q1
$3.21M Buy
37,705
+1,570
+4% +$139K 0.6% 40
2014
Q4
$3.34M Buy
36,135
+650
+2% +$60.6K 0.63% 41
2014
Q3
$3.34M Buy
35,485
+234
+0.7% +$23.3K 0.64% 37
2014
Q2
$3.55M Sell
35,251
-1,598
-4% -$161K 0.69% 32
2014
Q1
$3.6M Sell
36,849
-1,291
-3% -$123K 0.73% 30
2013
Q4
$3.86M Sell
38,140
-1,338
-3% -$124K 0.83% 26
2013
Q3
$3.4M Buy
39,478
+304
+0.8% +$27.4K 0.78% 29
2013
Q2
$3.54M Buy
+39,174
New +$3.52M 0.92% 19

Other funds holding XOM

Sigma Investment Counselors's XOM Position: Q2 2026 in Review

Sigma Investment Counselors reduced its ExxonMobil (XOM) stake by 6% in Q2 2026, selling an estimated $356K and leaving 37,048 shares worth $5.07M. The position accounts for 0.25% of the portfolio, ranked #63.

Sigma Investment Counselors first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.69M in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Sigma Investment Counselors held 37,048 shares of ExxonMobil worth $5.07M as of Q2 2026.
  • Sigma Investment Counselors sold 2,381 ExxonMobil shares in Q2 2026, an estimated $356K.
  • ExxonMobil made up 0.25% of Sigma Investment Counselors's portfolio in Q2 2026, its #63 holding.
  • Sigma Investment Counselors first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Sigma Investment Counselors's ExxonMobil position peaked at $6.69M in Q1 2026.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.