Southland Equity Partners’s ExxonMobil XOM Stock Holding History

Southland Equity Partners’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	$2.12M	Sell	15,538 -1,105	-7%	-$165K	0.37%	59
2026 Q1	$2.82M	Buy	16,643 +328	+2%	+$47.9K	0.55%	44
2025 Q4	$1.96M	Buy	16,315 +99	+0.6%	+$11.5K	0.39%	58
2025 Q3	$1.83M	Buy	16,216 +175	+1%	+$19.5K	0.37%	59
2025 Q2	$1.73M	Sell	16,041 -1,308	-8%	-$140K	0.38%	56
2025 Q1	$2.06M	Buy	17,349 +150	+0.9%	+$16.6K	0.48%	45
2024 Q4	$1.85M	Buy	17,199 +2,740	+19%	+$321K	0.43%	50
2024 Q3	$1.69M	Buy	14,459 +4,095	+40%	+$473K	0.41%	51
2024 Q2	$1.19M	Buy	10,364 +4,725	+84%	+$550K	0.34%	56
2024 Q1	$656K	Buy	5,639 +242	+4%	+$25.3K	0.18%	80
2023 Q4	$540K	Buy	5,397 +690	+15%	+$72.5K	0.17%	85
2023 Q3	$553K	Buy	4,707 +621	+15%	+$68.1K	0.19%	74
2023 Q2	$438K	Sell	4,086 -67	-2%	-$7.31K	0.15%	94
2023 Q1	$455K	Buy	4,153 +77	+2%	+$8.52K	0.18%	93
2022 Q4	$450K	Buy	4,076 +107	+3%	+$11.5K	0.17%	87
2022 Q3	$347K	Buy	3,969 +97	+3%	+$8.86K	0.17%	95
2022 Q2	$332K	Sell	3,872 -1,135	-23%	-$102K	0.15%	103
2022 Q1	$414K	Sell	5,007 -119	-2%	-$9.25K	0.17%	93
2021 Q4	$314K	Buy	5,126 +123	+2%	+$7.69K	0.13%	120
2021 Q3	$294K	Buy	5,003 +66	+1%	+$3.76K	0.14%	115
2021 Q2	$311K	Buy	4,937 +36	+0.7%	+$2.15K	0.15%	106
2021 Q1	$274K	Buy	+4,901	New	+$257K	0.16%	114

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Southland Equity Partners's XOM Position: Q2 2026 in Review

Southland Equity Partners reduced its ExxonMobil (XOM) stake by 6.6% in Q2 2026, selling an estimated $165K and leaving 15,538 shares worth $2.12M. The position accounts for 0.37% of the portfolio, ranked #59.

Southland Equity Partners first reported a position in XOM in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.82M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Southland Equity Partners held 15,538 shares of ExxonMobil worth $2.12M as of Q2 2026.
Southland Equity Partners sold 1,105 ExxonMobil shares in Q2 2026, an estimated $165K.
ExxonMobil made up 0.37% of Southland Equity Partners's portfolio in Q2 2026, its #59 holding.
Southland Equity Partners first reported a position in ExxonMobil in Q1 2021 and has held it in 22 quarters since.
Southland Equity Partners's ExxonMobil position peaked at $2.82M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.