SIM
XOM icon

Sims Investment Management’s ExxonMobil XOM Stock Holding History

Sims Investment 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
Q3 		– Sell
-1,176
Closed -$161K – 176
2026
Q2 		$161K Buy
+1,176
New +$176K 0.05% 44
2026
Q1 		– Sell
-2,205
Closed -$265K – 45
2025
Q4 		$265K Sell
2,205
-354
-14% -$41.1K 0.09% 40
2025
Q3 		$289K Hold
2,559
– – 0.1% 39
2025
Q2 		$276K Sell
2,559
-291
-10% -$31.1K 0.11% 40
2025
Q1 		$339K Buy
+2,850
New +$315K 0.15% 34

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Sims Investment Management's XOM Position: Q3 2026 in Review

Sims Investment Management sold out of ExxonMobil (XOM) in Q3 2026, closing a stake of 1,176 shares — an estimated $161K sold.

Sims Investment Management first reported a position in XOM in Q1 2025 and held it in 5 quarters. The position peaked at $339K in Q1 2025. 642 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Sims Investment Management reported no remaining ExxonMobil position as of Q3 2026 after selling out during the quarter.
  • Sims Investment Management sold 1,176 ExxonMobil shares in Q3 2026, an estimated $161K.
  • Sims Investment Management first reported a position in ExxonMobil in Q1 2025 and held it in 5 quarters.
  • Sims Investment Management's ExxonMobil position peaked at $339K in Q1 2025.
  • 642 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.