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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sims Investment Management's XOM Position: Q2 2026 in Review

Sims Investment Management opened a new position in ExxonMobil (XOM) in Q2 2026: 1,176 shares worth $161K. The stake represents 0.05% of the portfolio and ranks #44 among its holdings. This is a return to the name: Sims Investment Management previously reported a position in XOM as recently as Q4 2025.

Sims Investment Management first reported a position in XOM in Q1 2025 and has held it in 5 quarters since. The position peaked at $339K in Q1 2025. 4,256 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Sims Investment Management held 1,176 shares of ExxonMobil worth $161K as of Q2 2026.
  • ExxonMobil was a new Sims Investment Management position in Q2 2026.
  • ExxonMobil made up 0.05% of Sims Investment Management's portfolio in Q2 2026, its #44 holding.
  • Sims Investment Management first reported a position in ExxonMobil in Q1 2025 and has held it in 5 quarters since.
  • Sims Investment Management's ExxonMobil position peaked at $339K in Q1 2025.
  • 4,256 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.