Synergy Asset Management’s ExxonMobil XOM Stock Holding History

Synergy Asset 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	$676K	Buy	4,942 +32	+0.7%	+$4.79K	0.06%	137
2026 Q1	$833K	Sell	4,910 -29,225	-86%	-$4.26M	0.09%	121
2025 Q4	$4.11M	Sell	34,135 -16,074	-32%	-$1.86M	0.43%	43
2025 Q3	$5.61M	Buy	50,209 +45,516	+970%	+$5.06M	0.2%	75
2025 Q2	$506K	Sell	4,693 -67	-1%	-$7.16K	0.06%	123
2025 Q1	$566K	Sell	4,760 -6,131	-56%	-$678K	0.07%	109
2024 Q4	$1.23M	Buy	10,891 +4,923	+82%	+$576K	0.1%	108
2024 Q3	$700K	Sell	5,968 -39,114	-87%	-$4.52M	0.11%	90
2024 Q2	$5.19M	Sell	45,082 -14,508	-24%	-$1.69M	0.81%	28
2024 Q1	$6.93M	Sell	59,590 -135,809	-70%	-$14.2M	1.18%	22
2023 Q4	$19.5M	Buy	195,399 +177,630	+1,000%	+$18.7M	3.5%	3
2023 Q3	$2.09M	Sell	17,769 -31,444	-64%	-$3.45M	0.41%	60
2023 Q2	$5.28M	Buy	49,213 +4,088	+9%	+$446K	1.31%	28
2023 Q1	$4.95M	Sell	45,125 -54,984	-55%	-$6.08M	1.18%	27
2022 Q4	$11M	Sell	100,109 -18,026	-15%	-$1.93M	2.83%	5
2022 Q3	$10.3M	Sell	118,135 -4,678	-4%	-$427K	2.78%	8
2022 Q2	$10.5M	Buy	122,813 +68,339	+125%	+$6.16M	2.79%	5
2022 Q1	$4.5M	Sell	54,474 -4,641	-8%	-$361K	1.08%	33
2021 Q4	$3.62M	Buy	59,115 +2,364	+4%	+$148K	0.86%	40
2021 Q3	$3.34M	Buy	56,751 +2,743	+5%	+$156K	0.78%	39
2021 Q2	$3.41M	Sell	54,008 -978	-2%	-$58.4K	0.9%	42
2021 Q1	$3.07M	Sell	54,986 -21,286	-28%	-$1.12M	0.92%	36
2020 Q4	$3.14M	Buy	+76,272	New	+$2.86M	0.99%	41

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

Synergy Asset Management's XOM Position: Q2 2026 in Review

Synergy Asset Management increased its ExxonMobil (XOM) stake by 0.65% in Q2 2026, buying an estimated $4.79K and bringing the position to 4,942 shares worth $676K. The position accounts for 0.06% of the portfolio, ranked #137.

Synergy Asset Management first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $19.5M in Q4 2023. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Synergy Asset Management held 4,942 shares of ExxonMobil worth $676K as of Q2 2026.
Synergy Asset Management bought 32 ExxonMobil shares in Q2 2026, an estimated $4.79K.
ExxonMobil made up 0.06% of Synergy Asset Management's portfolio in Q2 2026, its #137 holding.
Synergy Asset Management first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
Synergy Asset Management's ExxonMobil position peaked at $19.5M in Q4 2023.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.