Simon Quick Advisors’s ExxonMobil XOM Stock Holding History

Simon Quick Advisors’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	$8.21M	Sell	60,061 -1,504	-2%	-$225K	0.33%	53
2026 Q1	$10.4M	Sell	61,565 -7,841	-11%	-$1.14M	0.48%	35
2025 Q4	$8.35M	Buy	69,406 +389	+0.6%	+$45.1K	0.36%	49
2025 Q3	$7.78M	Buy	69,017 +1,135	+2%	+$126K	0.35%	50
2025 Q2	$7.32M	Buy	67,882 +37,036	+120%	+$3.96M	0.37%	46
2025 Q1	$3.67M	Buy	30,846 +8,456	+38%	+$935K	0.21%	57
2024 Q4	$2.41M	Buy	22,390 +1,989	+10%	+$233K	0.14%	72
2024 Q3	$2.39M	Buy	20,401 +2,696	+15%	+$311K	0.15%	74
2024 Q2	$2.04M	Buy	17,705 +1,830	+12%	+$213K	0.14%	77
2024 Q1	$1.85M	Buy	15,875 +4,369	+38%	+$457K	0.14%	80
2023 Q4	$1.15M	Sell	11,506 -829	-7%	-$87.1K	0.1%	102
2023 Q3	$1.45M	Buy	12,335 +1,742	+16%	+$191K	0.14%	83
2023 Q2	$1.14M	Sell	10,593 -192	-2%	-$20.9K	0.1%	91
2023 Q1	$1.18M	Buy	10,785 +2,443	+29%	+$270K	0.13%	87
2022 Q4	$920K	Buy	8,342 +2,168	+35%	+$232K	0.11%	93
2022 Q3	$539K	Buy	6,174 +867	+16%	+$79.2K	0.08%	113
2022 Q2	$469K	Buy	5,307 +2,963	+126%	+$267K	0.06%	120
2022 Q1	$194K	Sell	2,344 -3,413	-59%	-$265K	0.06%	107
2021 Q4	$352K	Buy	5,757 +3,901	+210%	+$244K	0.09%	84
2021 Q3	$109K	Sell	1,856 -58	-3%	-$3.31K	0.03%	162
2021 Q2	$120K	Buy	1,914 +79	+4%	+$4.72K	0.03%	137
2021 Q1	$102K	Buy	1,835 +830	+83%	+$43.5K	0.03%	146
2020 Q4	$41K	Buy	1,005 +965	+2,413%	+$36.2K	0.01%	260
2020 Q3	$1K	Sell	40 -5,090	-99%	-$208K	﹤0.01%	436
2020 Q2	$229K	Buy	5,130 +90	+2%	+$4.04K	0.09%	76
2020 Q1	$191K	Buy	5,040 +3,804	+308%	+$210K	0.07%	83
2019 Q4	$86K	Buy	1,236 +1,052	+572%	+$72.7K	0.03%	159
2019 Q3	$13K	Sell	184 -150	-45%	-$10.8K	0.01%	255
2019 Q2	$25.6K	Buy	334 +183	+121%	+$14.2K	0.01%	165
2019 Q1	$12K	Sell	151 -393	-72%	-$30K	0.01%	335
2018 Q4	$37K	Buy	544 +469	+625%	+$36.8K	0.01%	212
2018 Q3	$6K	Sell	75 -45	-38%	-$3.68K	﹤0.01%	255
2018 Q2	$9K	Buy	120 +17	+17%	+$1.35K	﹤0.01%	272
2018 Q1	$8K	Hold	103	–	–	﹤0.01%	247
2017 Q4	$9K	Sell	103 -3,710	-97%	-$307K	﹤0.01%	341
2017 Q3	$313K	Buy	3,813 +766	+25%	+$60.8K	0.11%	84
2017 Q2	$246K	Sell	3,047 -3,846	-56%	-$315K	0.14%	59
2017 Q1	$565K	Buy	6,893 +1,071	+18%	+$89.5K	0.33%	41
2016 Q4	$525K	Buy	+5,822	New	+$509K	0.39%	56

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Simon Quick Advisors's XOM Position: Q2 2026 in Review

Simon Quick Advisors reduced its ExxonMobil (XOM) stake by 2.4% in Q2 2026, selling an estimated $225K and leaving 60,061 shares worth $8.21M. The position accounts for 0.33% of the portfolio, ranked #53.

Simon Quick Advisors first reported a position in XOM in Q4 2016 and has held it in 39 quarters since. The position peaked at $10.4M in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Simon Quick Advisors held 60,061 shares of ExxonMobil worth $8.21M as of Q2 2026.
Simon Quick Advisors sold 1,504 ExxonMobil shares in Q2 2026, an estimated $225K.
ExxonMobil made up 0.33% of Simon Quick Advisors's portfolio in Q2 2026, its #53 holding.
Simon Quick Advisors first reported a position in ExxonMobil in Q4 2016 and has held it in 39 quarters since.
Simon Quick Advisors's ExxonMobil position peaked at $10.4M in Q1 2026.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.