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SWS Partners’s ExxonMobil XOM Stock Holding History

SWS Partners’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 		– Sell
-3,010
Closed -$511K – 114
2026
Q1 		$511K Sell
3,010
-250
-8% -$36.5K 0.13% 99
2025
Q4 		$392K Buy
3,260
+27
+0.8% +$3.13K 0.09% 108
2025
Q3 		$365K Buy
3,233
+27
+0.8% +$3K 0.09% 111
2025
Q2 		$346K Buy
3,206
+64
+2% +$6.84K 0.09% 111
2025
Q1 		$374K Buy
3,142
+105
+3% +$11.6K 0.12% 98
2024
Q4 		$327K Buy
3,037
+33
+1% +$3.86K 0.1% 109
2024
Q3 		$352K Buy
3,004
+42
+1% +$4.85K 0.11% 106
2024
Q2 		$341K Sell
2,962
-149
-5% -$17.4K 0.1% 104
2024
Q1 		$362K Buy
3,111
+255
+9% +$26.7K 0.11% 103
2023
Q4 		$286K Buy
2,856
+28
+1% +$2.94K 0.09% 104
2023
Q3 		$333K Sell
2,828
-58
-2% -$6.36K 0.12% 103
2023
Q2 		$309K Sell
2,886
-328
-10% -$35.8K 0.11% 104
2023
Q1 		$352K Buy
+3,214
New +$355K 0.13% 107
2022
Q4 		– Sell
-2,735
Closed -$239K – 107
2022
Q3 		$239K Buy
2,735
+24
+0.9% +$2.19K 0.11% 100
2022
Q2 		$232K Buy
2,711
+25
+0.9% +$2.25K 0.2% 68
2022
Q1 		$222K Buy
+2,686
New +$209K 0.15% 71
2018
Q2 		– Sell
-886
Closed -$65K – 329
2018
Q1 		$65K Buy
886
+718
+427% +$57.4K 0.05% 125
2017
Q4 		$14K Buy
+168
New +$13.9K 0.01% 250

Other funds holding XOM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

SWS Partners's XOM Position: Q2 2026 in Review

SWS Partners sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 3,010 shares — an estimated $511K sold.

SWS Partners first reported a position in XOM in Q4 2017 and held it in 18 quarters. The position peaked at $511K in Q1 2026. 2,360 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • SWS Partners reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • SWS Partners sold 3,010 ExxonMobil shares in Q2 2026, an estimated $511K.
  • SWS Partners first reported a position in ExxonMobil in Q4 2017 and held it in 18 quarters.
  • SWS Partners's ExxonMobil position peaked at $511K in Q1 2026.
  • 2,360 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.