SIG
XOM icon

Spinnaker Investment Group’s ExxonMobil XOM Stock Holding History

Spinnaker Investment Group’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 		$564K Buy
4,129
+511
+14% +$76.5K 0.09% 89
2026
Q1 		$614K Sell
3,618
-432
-11% -$63K 0.13% 61
2025
Q4 		$487K Sell
4,050
-2,631
-39% -$305K 0.09% 90
2025
Q3 		$753K Buy
6,681
+4,561
+215% +$507K 0.14% 55
2025
Q2 		$229K Sell
2,120
-945
-31% -$101K 0.05% 93
2025
Q1 		$365K Buy
3,065
+92
+3% +$10.2K 0.08% 75
2024
Q4 		$320K Buy
2,973
+1
+0% +$117 0.08% 75
2024
Q3 		$348K Buy
2,972
+188
+7% +$21.7K 0.09% 66
2024
Q2 		$320K Buy
2,784
+397
+17% +$46.2K 0.09% 65
2024
Q1 		$277K Buy
2,387
+201
+9% +$21K 0.08% 70
2023
Q4 		$219K Sell
2,186
-139
-6% -$14.6K 0.07% 76
2023
Q3 		$273K Hold
2,325
– – 0.09% 73
2023
Q2 		$249K Hold
2,325
– – 0.08% 76
2023
Q1 		$255K Buy
2,325
+4
+0.2% +$442 0.09% 74
2022
Q4 		$256K Buy
+2,321
New +$249K 0.09% 77

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
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
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Spinnaker Investment Group's XOM Position: Q2 2026 in Review

Spinnaker Investment Group increased its ExxonMobil (XOM) stake by 14% in Q2 2026, buying an estimated $76.5K and bringing the position to 4,129 shares worth $564K. The position accounts for 0.09% of the portfolio, ranked #89.

Spinnaker Investment Group first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $753K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Spinnaker Investment Group held 4,129 shares of ExxonMobil worth $564K as of Q2 2026.
  • Spinnaker Investment Group bought 511 ExxonMobil shares in Q2 2026, an estimated $76.5K.
  • ExxonMobil made up 0.09% of Spinnaker Investment Group's portfolio in Q2 2026, its #89 holding.
  • Spinnaker Investment Group first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Spinnaker Investment Group's ExxonMobil position peaked at $753K in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.