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Stewardship Advisors’s ExxonMobil XOM Stock Holding History

Stewardship 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 		$266K Buy
1,946
+39
+2% +$5.84K 0.06% 145
2026
Q1 		$324K Sell
1,907
-68
-3% -$9.92K 0.07% 117
2025
Q4 		$238K Sell
1,975
-697
-26% -$80.8K 0.05% 138
2025
Q3 		$301K Sell
2,672
-143
-5% -$15.9K 0.07% 116
2025
Q2 		$303K Sell
2,815
-292
-9% -$31.2K 0.08% 106
2025
Q1 		$370K Buy
3,107
+90
+3% +$9.95K 0.1% 96
2024
Q4 		$325K Buy
3,017
+200
+7% +$23.4K 0.09% 118
2024
Q3 		$330K Buy
2,817
+881
+46% +$102K 0.09% 95
2024
Q2 		$223K Buy
1,936
+20
+1% +$2.33K 0.07% 64
2024
Q1 		$223K Sell
1,916
-620
-24% -$64.9K 0.08% 57
2023
Q4 		$254K Buy
2,536
+318
+14% +$33.4K 0.09% 39
2023
Q3 		$261K Buy
2,218
+22
+1% +$2.41K 0.1% 40
2023
Q2 		$236K Buy
2,196
+128
+6% +$14K 0.09% 39
2023
Q1 		$227K Buy
2,068
+62
+3% +$6.86K 0.09% 36
2022
Q4 		$221K Buy
+2,006
New +$215K 0.09% 48

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

Stewardship Advisors's XOM Position: Q2 2026 in Review

Stewardship Advisors increased its ExxonMobil (XOM) stake by 2% in Q2 2026, buying an estimated $5.84K and bringing the position to 1,946 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #145.

Stewardship Advisors first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $370K in Q1 2025. 2,086 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Stewardship Advisors held 1,946 shares of ExxonMobil worth $266K as of Q2 2026.
  • Stewardship Advisors bought 39 ExxonMobil shares in Q2 2026, an estimated $5.84K.
  • ExxonMobil made up 0.06% of Stewardship Advisors's portfolio in Q2 2026, its #145 holding.
  • Stewardship Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Stewardship Advisors's ExxonMobil position peaked at $370K in Q1 2025.
  • 2,086 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.