SRH Advisors’s ExxonMobil XOM Stock Holding History

SRH Advisors’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	$177K	Hold	1,293	–	–	0.05%	80
2026 Q1	$219K	Hold	1,293	–	–	0.06%	57
2025 Q4	$156K	Hold	1,293	–	–	0.04%	82
2025 Q3	$146K	Hold	1,293	–	–	0.04%	79
2025 Q2	$139K	Hold	1,293	–	–	0.04%	75
2025 Q1	$154K	Hold	1,293	–	–	0.05%	66
2024 Q4	$139K	Hold	1,293	–	–	0.04%	76
2024 Q3	$152K	Hold	1,293	–	–	0.05%	72
2024 Q2	$149K	Hold	1,293	–	–	0.05%	69
2024 Q1	$150K	Hold	1,293	–	–	0.05%	72
2023 Q4	$129K	Hold	1,293	–	–	0.05%	78
2023 Q3	$152K	Hold	1,293	–	–	0.07%	65
2023 Q2	$142K	Hold	1,293	–	–	0.08%	72
2023 Q1	$142K	Hold	1,293	–	–	0.08%	72
2022 Q4	$143K	Sell	1,293 -167	-11%	-$17.9K	0.08%	67
2022 Q3	$127K	Hold	1,460	–	–	0.17%	73
2022 Q2	$125K	Sell	1,460 -1,000	-41%	-$90.2K	0.15%	73
2022 Q1	$203K	Hold	2,460	–	–	0.23%	61
2021 Q4	$151K	Hold	2,460	–	–	0.17%	74
2021 Q3	$145K	Sell	2,460 -166	-6%	-$9.46K	0.18%	71
2021 Q2	$166K	Hold	2,626	–	–	0.21%	62
2021 Q1	$147K	Hold	2,626	–	–	0.21%	58
2020 Q4	$108K	Sell	2,626 -550	-17%	-$20.6K	0.18%	66
2020 Q3	$109K	Sell	3,176 -218	-6%	-$8.91K	0.21%	62
2020 Q2	$152K	Sell	3,394 -300	-8%	-$13.5K	0.38%	47
2020 Q1	$140K	Buy	3,694 +1,000	+37%	+$55.2K	0.39%	47
2019 Q4	$188K	Hold	2,694	–	–	0.6%	38
2019 Q3	$190K	Hold	2,694	–	–	0.64%	39
2019 Q2	$206K	Hold	2,694	–	–	0.7%	34
2019 Q1	$218K	Hold	2,694	–	–	0.77%	30
2018 Q4	$184K	Sell	2,694 -167	-6%	-$13.1K	0.7%	31
2018 Q3	$243K	Hold	2,861	–	–	0.83%	28
2018 Q2	$237K	Hold	2,861	–	–	0.89%	24
2018 Q1	$213K	Hold	2,861	–	–	0.84%	28
2017 Q4	$239K	Hold	2,861	–	–	0.94%	23
2017 Q3	$235K	Buy	2,861 +200	+8%	+$15.9K	1%	23
2017 Q2	$215K	Buy	2,661 +100	+4%	+$8.18K	1.02%	24
2017 Q1	$210K	Hold	2,561	–	–	0.98%	24
2016 Q4	$231K	Hold	2,561	–	–	1.15%	21
2016 Q3	$224K	Hold	2,561	–	–	1.17%	22
2016 Q2	$240K	Hold	2,561	–	–	1.28%	19
2016 Q1	$214K	Hold	2,561	–	–	1.18%	22
2015 Q4	$200K	Hold	2,561	–	–	1.18%	22
2015 Q3	$190K	Buy	2,561 +300	+13%	+$23.1K	1.11%	21
2015 Q2	$188K	Buy	2,261 +500	+28%	+$43K	1.19%	18
2015 Q1	$150K	Buy	1,761 +700	+66%	+$62.1K	0.99%	25
2014 Q4	$98K	Sell	1,061 -200	-16%	-$18.7K	0.67%	35
2014 Q3	$119K	Hold	1,261	–	–	0.92%	26
2014 Q2	$127K	Hold	1,261	–	–	1%	24
2014 Q1	$123K	Buy	1,261 +750	+147%	+$71.5K	0.98%	25
2013 Q4	$52K	Buy	+511	New	+$47.2K	0.51%	40

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

SRH Advisors's XOM Position: Q2 2026 in Review

SRH Advisors held its ExxonMobil (XOM) position steady in Q2 2026 at 1,293 shares worth $177K. The position accounts for 0.05% of the portfolio, ranked #80.

SRH Advisors first reported a position in XOM in Q4 2013 and has held it in 51 quarters since. The position peaked at $243K in Q3 2018. 2,003 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

SRH Advisors held 1,293 shares of ExxonMobil worth $177K as of Q2 2026.
SRH Advisors left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.05% of SRH Advisors's portfolio in Q2 2026, its #80 holding.
SRH Advisors first reported a position in ExxonMobil in Q4 2013 and has held it in 51 quarters since.
SRH Advisors's ExxonMobil position peaked at $243K in Q3 2018.
2,003 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.