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Stonehearth Capital Management’s ExxonMobil XOM Stock Holding History

Stonehearth Capital Management’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 		$1.14M Sell
8,342
-1,408
-14% -$211K 0.39% 32
2026
Q1 		$1.65M Sell
9,750
-35
-0.4% -$5.11K 0.66% 24
2025
Q4 		$1.18M Sell
9,785
-43
-0.4% -$4.99K 0.44% 28
2025
Q3 		$1.11M Sell
9,828
-42
-0.4% -$4.67K 0.43% 32
2025
Q2 		$1.06M Sell
9,870
-836
-8% -$89.4K 0.44% 31
2025
Q1 		$1.27M Buy
10,706
+50
+0.5% +$5.53K 0.53% 27
2024
Q4 		$1.15M Sell
10,656
-431
-4% -$50.4K 0.46% 27
2024
Q3 		$1.3M Sell
11,087
-372
-3% -$43K 0.52% 26
2024
Q2 		$1.32M Sell
11,459
-1,681
-13% -$196K 0.56% 27
2024
Q1 		$1.53M Sell
13,140
-2
-0% -$209 0.69% 24
2023
Q4 		$1.31M Sell
13,142
-187
-1% -$19.7K 0.65% 27
2023
Q3 		$1.57M Sell
13,329
-60
-0.4% -$6.58K 0.86% 21
2023
Q2 		$1.44M Sell
13,389
-46
-0.3% -$5.02K 0.76% 22
2023
Q1 		$1.47M Sell
13,435
-136
-1% -$15K 0.79% 22
2022
Q4 		$1.5M Sell
13,571
-3,091
-19% -$331K 0.84% 22
2022
Q3 		$1.46M Buy
16,662
+91
+0.5% +$8.31K 0.89% 21
2022
Q2 		$1.43M Buy
16,571
+11,651
+237% +$1.05M 0.81% 23
2022
Q1 		$406K Hold
4,920
– – 0.21% 42
2021
Q4 		$301K Sell
4,920
-155
-3% -$9.69K 0.16% 49
2021
Q3 		$299K Hold
5,075
– – 0.16% 49
2021
Q2 		$320K Sell
5,075
-210
-4% -$12.5K 0.16% 47
2021
Q1 		$295K Sell
5,285
-110
-2% -$5.77K 0.16% 48
2020
Q4 		$222K Buy
+5,395
New +$202K 0.13% 56
2020
Q3 		– Sell
-5,786
Closed -$252K – 57
2020
Q2 		$252K Buy
5,786
+44
+0.8% +$1.97K 0.17% 48
2020
Q1 		$218K Hold
5,742
– – 0.18% 51
2019
Q4 		$401K Buy
5,742
+2,509
+78% +$173K 0.27% 38
2019
Q3 		$228K Buy
+3,233
New +$234K 0.17% 51
2019
Q1 		– Sell
-4,751
Closed -$324K – 52
2018
Q4 		$324K Buy
4,751
+2,100
+79% +$165K 0.27% 36
2018
Q3 		$225K Hold
2,651
– – 0.17% 37
2018
Q2 		$219K Buy
+2,651
New +$211K 0.17% 36
2018
Q1 		– Sell
-2,651
Closed -$222K – 36
2017
Q4 		$222K Hold
2,651
– – 0.17% 35
2017
Q3 		$217K Sell
2,651
-4,090
-61% -$325K 0.17% 34
2017
Q2 		$544K Sell
6,741
-1,759
-21% -$144K 0.43% 26
2017
Q1 		$697K Buy
8,500
+10
+0.1% +$835 0.54% 26
2016
Q4 		$766K Buy
8,490
+8
+0.1% +$699 0.6% 26
2016
Q3 		$740K Sell
8,482
-488
-5% -$43.3K 0.58% 27
2016
Q2 		$841K Sell
8,970
-372
-4% -$32.9K 0.66% 24
2016
Q1 		$781K Sell
9,342
-11
-0.1% -$881 0.68% 23
2015
Q4 		$729K Buy
9,353
+210
+2% +$16.8K 0.49% 30
2015
Q3 		$680K Buy
9,143
+10
+0.1% +$771 0.49% 31
2015
Q2 		$760K Buy
9,133
+9
+0.1% +$774 0.52% 26
2015
Q1 		$775K Buy
9,124
+8
+0.1% +$709 0.49% 26
2014
Q4 		$843K Buy
+9,116
New +$850K 0.62% 27

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Stonehearth Capital Management's XOM Position: Q2 2026 in Review

Stonehearth Capital Management reduced its ExxonMobil (XOM) stake by 14% in Q2 2026, selling an estimated $211K and leaving 8,342 shares worth $1.14M. The position accounts for 0.39% of the portfolio, ranked #32.

Stonehearth Capital Management first reported a position in XOM in Q4 2014 and has held it in 43 quarters since. The position peaked at $1.65M in Q1 2026. 1,176 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Stonehearth Capital Management held 8,342 shares of ExxonMobil worth $1.14M as of Q2 2026.
  • Stonehearth Capital Management sold 1,408 ExxonMobil shares in Q2 2026, an estimated $211K.
  • ExxonMobil made up 0.39% of Stonehearth Capital Management's portfolio in Q2 2026, its #32 holding.
  • Stonehearth Capital Management first reported a position in ExxonMobil in Q4 2014 and has held it in 43 quarters since.
  • Stonehearth Capital Management's ExxonMobil position peaked at $1.65M in Q1 2026.
  • 1,176 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.