Sunbeam Capital Management’s ExxonMobil XOM Stock Holding History

Sunbeam 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	$3.15M	Buy	23,036 +1,659	+8%	+$248K	1.44%	16
2026 Q1	$3.63M	Buy	21,377 +434	+2%	+$63.3K	2.08%	10
2025 Q4	$2.52M	Sell	20,943 -153	-0.7%	-$17.7K	1.49%	16
2025 Q3	$2.38M	Sell	21,096 -790	-4%	-$87.8K	1.48%	15
2025 Q2	$2.36M	Buy	21,886 +2,979	+16%	+$318K	1.79%	14
2025 Q1	$2.25M	Buy	18,907 +126	+0.7%	+$13.9K	2.14%	9
2024 Q4	$2.02M	Buy	+18,781	New	+$2.2M	1.88%	11

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

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

Sunbeam Capital Management increased its ExxonMobil (XOM) stake by 7.8% in Q2 2026, buying an estimated $248K and bringing the position to 23,036 shares worth $3.15M. The position accounts for 1.44% of the portfolio, ranked #16.

Sunbeam Capital Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.63M in Q1 2026. 2,118 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Sunbeam Capital Management held 23,036 shares of ExxonMobil worth $3.15M as of Q2 2026.
Sunbeam Capital Management bought 1,659 ExxonMobil shares in Q2 2026, an estimated $248K.
ExxonMobil made up 1.44% of Sunbeam Capital Management's portfolio in Q2 2026, its #16 holding.
Sunbeam Capital Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Sunbeam Capital Management's ExxonMobil position peaked at $3.63M in Q1 2026.
2,118 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.