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Steel Grove Capital Advisors’s ExxonMobil XOM Stock Holding History

Steel Grove Capital 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 		$5.46M Sell
39,966
-837
-2% -$125K 0.51% 22
2026
Q1 		$6.92M Buy
40,803
+944
+2% +$138K 0.73% 16
2025
Q4 		$4.8M Sell
39,859
-2,112
-5% -$245K 0.5% 21
2025
Q3 		$4.52M Hold
41,971
– – 0.54% 21
2025
Q2 		$4.52M Sell
41,971
-328
-0.8% -$35.1K 0.54% 22
2025
Q1 		$5.03M Buy
42,299
+817
+2% +$90.4K 0.76% 13
2024
Q4 		$4.46M Sell
41,482
-1,148
-3% -$134K 0.61% 20
2024
Q3 		$4.94M Sell
42,630
-16,202
-28% -$1.87M 0.69% 16
2024
Q2 		$6.77M Buy
58,832
+25,229
+75% +$2.94M 0.94% 11
2024
Q1 		$3.91M Buy
33,603
+3,749
+13% +$392K 0.52% 21
2023
Q4 		$2.98M Sell
29,854
-1,467
-5% -$154K 0.4% 29
2023
Q3 		$3.68M Sell
31,321
-1,113
-3% -$122K 0.49% 28
2023
Q2 		$3.48M Buy
32,434
+459
+1% +$50.1K 0.44% 27
2023
Q1 		$3.51M Buy
31,975
+2,141
+7% +$237K 0.47% 26
2022
Q4 		$3.29M Sell
29,834
-3,457
-10% -$370K 0.47% 27
2022
Q3 		$2.91M Sell
33,291
-2,711
-8% -$248K 0.52% 18
2022
Q2 		$3.08M Sell
36,002
-2,231
-6% -$201K 0.56% 17
2022
Q1 		$3.16M Sell
38,233
-3,457
-8% -$269K 0.5% 19
2021
Q4 		$2.55M Buy
41,690
+1,352
+3% +$84.5K 0.5% 23
2021
Q3 		$2.37M Sell
40,338
-146
-0.4% -$8.32K 0.54% 18
2021
Q2 		$2.55M Sell
40,484
-392
-1% -$23.4K 0.7% 18
2021
Q1 		$2.28M Buy
40,876
+16,026
+64% +$840K 0.75% 19
2020
Q4 		$1.02M Sell
24,850
-5,665
-19% -$212K 0.33% 66
2020
Q3 		$1.05M Buy
30,515
+1,321
+5% +$54K 0.43% 58
2020
Q2 		$1.31M Sell
29,194
-2,854
-9% -$128K 0.59% 34
2020
Q1 		$1.22M Buy
32,048
+15,700
+96% +$867K 0.79% 37
2019
Q4 		$1.14M Sell
16,348
-5,401
-25% -$373K 0.64% 60
2019
Q3 		$1.54M Buy
21,749
+176
+0.8% +$12.7K 0.91% 32
2019
Q2 		$1.65M Buy
21,573
+292
+1% +$22.6K 1.03% 24
2019
Q1 		$1.72M Sell
21,281
-59,142
-74% -$4.51M 1.11% 23
2018
Q4 		$5.48M Sell
80,423
-22,272
-22% -$1.75M 0.78% 43
2018
Q3 		$8.73M Buy
102,695
+14,171
+16% +$1.16M 1.22% 19
2018
Q2 		$7.32M Sell
88,524
-11,698
-12% -$932K 1.18% 18
2018
Q1 		$7.48M Sell
100,222
-2,317
-2% -$185K 1.17% 21
2017
Q4 		$8.58M Buy
102,539
+26,160
+34% +$2.16M 1.29% 18
2017
Q3 		$6.26M Sell
76,379
-5,445
-7% -$432K 1.13% 31
2017
Q2 		$6.61M Buy
81,824
+4,625
+6% +$378K 1.17% 30
2017
Q1 		$6.33M Buy
77,199
+15,289
+25% +$1.28M 1.12% 28
2016
Q4 		$5.59M Buy
61,910
+3,655
+6% +$319K 1.12% 22
2016
Q3 		$5.08M Buy
58,255
+3,059
+6% +$271K 1.15% 22
2016
Q2 		$5.17M Buy
55,196
+712
+1% +$63K 1.27% 15
2016
Q1 		$4.55M Buy
54,484
+18,850
+53% +$1.51M 1.16% 18
2015
Q4 		$2.78M Sell
35,634
-24,711
-41% -$1.98M 0.69% 52
2015
Q3 		$4.49M Sell
60,345
-3,832
-6% -$295K 1.12% 25
2015
Q2 		$5.34M Buy
64,177
+5,159
+9% +$444K 1.19% 26
2015
Q1 		$5.02M Buy
+59,018
New +$5.23M 1.13% 39
2014
Q3 		$4.73M Buy
50,321
+1,867
+4% +$186K 1.11% 27
2014
Q2 		$4.88M Sell
48,454
-797
-2% -$80.4K 1.15% 20
2014
Q1 		$4.81M Buy
49,251
+4,363
+10% +$416K 1.19% 19
2013
Q4 		$4.54M Buy
44,888
+5,538
+14% +$512K 1.15% 21
2013
Q3 		$3.39M Buy
39,350
+124
+0.3% +$11.2K 0.95% 27
2013
Q2 		$3.54M Buy
+39,226
New +$3.53M 1.13% 18

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

Steel Grove Capital Advisors's XOM Position: Q2 2026 in Review

Steel Grove Capital Advisors reduced its ExxonMobil (XOM) stake by 2.1% in Q2 2026, selling an estimated $125K and leaving 39,966 shares worth $5.46M. The position accounts for 0.51% of the portfolio, ranked #22.

Steel Grove Capital Advisors first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.73M in Q3 2018. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Steel Grove Capital Advisors held 39,966 shares of ExxonMobil worth $5.46M as of Q2 2026.
  • Steel Grove Capital Advisors sold 837 ExxonMobil shares in Q2 2026, an estimated $125K.
  • ExxonMobil made up 0.51% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #22 holding.
  • Steel Grove Capital Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
  • Steel Grove Capital Advisors's ExxonMobil position peaked at $8.73M in Q3 2018.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.