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Simplify Asset Management’s ExxonMobil XOM Stock Holding History

Simplify 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 		$736K Buy
5,386
+515
+11% +$77.1K 0.01% 95
2026
Q1 		$826K Sell
4,871
-2,987
-38% -$436K 0.01% 82
2025
Q4 		$946K Buy
7,858
+1,665
+27% +$193K 0.02% 89
2025
Q3 		$698K Buy
+6,193
New +$688K 0.01% 92

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
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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Simplify Asset Management increased its ExxonMobil (XOM) stake by 11% in Q2 2026, buying an estimated $77.1K and bringing the position to 5,386 shares worth $736K. The position accounts for 0.01% of the portfolio, ranked #95.

Simplify Asset Management first reported a position in XOM in Q3 2025 and has held it in 4 quarters since. The position peaked at $946K in Q4 2025. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Simplify Asset Management held 5,386 shares of ExxonMobil worth $736K as of Q2 2026.
  • Simplify Asset Management bought 515 ExxonMobil shares in Q2 2026, an estimated $77.1K.
  • ExxonMobil made up 0.01% of Simplify Asset Management's portfolio in Q2 2026, its #95 holding.
  • Simplify Asset Management first reported a position in ExxonMobil in Q3 2025 and has held it in 4 quarters since.
  • Simplify Asset Management's ExxonMobil position peaked at $946K in Q4 2025.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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