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Tompkins Financial’s ExxonMobil XOM Stock Holding History

Tompkins Financial’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 		$21.3M Sell
155,480
-4,736
-3% -$709K 1.49% 19
2026
Q1 		$27.2M Sell
160,216
-3,009
-2% -$439K 2.16% 13
2025
Q4 		$19.6M Sell
163,225
-381
-0.2% -$44.2K 1.53% 16
2025
Q3 		$18.4M Sell
163,606
-1,004
-0.6% -$112K 1.54% 14
2025
Q2 		$17.7M Sell
164,610
-9,022
-5% -$964K 1.63% 13
2025
Q1 		$20.7M Buy
173,632
+4,812
+3% +$532K 1.98% 11
2024
Q4 		$18.2M Buy
168,820
+12,417
+8% +$1.45M 1.69% 14
2024
Q3 		$18.3M Buy
156,403
+1,132
+0.7% +$131K 1.76% 12
2024
Q2 		$17.9M Sell
155,271
-1,144
-0.7% -$133K 1.87% 11
2024
Q1 		$18.2M Buy
156,415
+5,107
+3% +$534K 2.06% 9
2023
Q4 		$15.1M Buy
151,308
+10,563
+8% +$1.11M 1.83% 9
2023
Q3 		$16.5M Buy
140,745
+19,455
+16% +$2.13M 2.61% 6
2023
Q2 		$13M Sell
121,290
-5,244
-4% -$572K 2.04% 8
2023
Q1 		$13.9M Sell
126,534
-3,926
-3% -$434K 2.26% 6
2022
Q4 		$14.4M Sell
130,460
-3,608
-3% -$387K 2.27% 5
2022
Q3 		$11.7M Sell
134,068
-1,890
-1% -$173K 1.98% 7
2022
Q2 		$11.6M Buy
135,958
+3,934
+3% +$355K 1.87% 7
2022
Q1 		$10.9M Buy
132,024
+13,877
+12% +$1.08M 1.54% 8
2021
Q4 		$7.23M Sell
118,147
-722
-0.6% -$45.1K 1.28% 30
2021
Q3 		$6.99M Buy
+118,869
New +$6.77M 1.28% 29
2021
Q1 		$7.68M Buy
137,494
+10,934
+9% +$573K 1.3% 22
2020
Q4 		$5.22M Buy
126,560
+15,479
+14% +$580K 0.94% 38
2020
Q3 		$3.81M Buy
111,081
+1,742
+2% +$71.2K 0.73% 48
2020
Q2 		$4.89M Buy
109,339
+5,720
+6% +$257K 1.03% 31
2020
Q1 		$3.93M Sell
103,619
-788
-0.8% -$43.5K 0.91% 35
2019
Q4 		$7.29M Buy
104,407
+11,042
+12% +$764K 1.34% 14
2019
Q3 		$6.59M Sell
93,365
-1,158
-1% -$83.7K 1.34% 13
2019
Q2 		$7.24M Buy
94,523
+5,697
+6% +$441K 1.46% 14
2019
Q1 		$7.18M Buy
88,826
+3,026
+4% +$231K 1.36% 15
2018
Q4 		$5.85M Sell
85,800
-217
-0.3% -$17K 1.29% 15
2018
Q3 		$7.31M Buy
86,017
+1,272
+2% +$104K 1.5% 13
2018
Q2 		$7.01M Buy
84,745
+1,378
+2% +$110K 1.51% 13
2018
Q1 		$6.22M Buy
83,367
+1,492
+2% +$119K 1.39% 15
2017
Q4 		$6.85M Buy
81,875
+1,828
+2% +$151K 1.57% 12
2017
Q3 		$6.56M Buy
80,047
+53
+0.1% +$4.21K 1.55% 12
2017
Q2 		$6.46M Sell
79,994
-192
-0.2% -$15.7K 1.63% 11
2017
Q1 		$6.58M Sell
80,186
-478
-0.6% -$39.9K 1.67% 11
2016
Q4 		$7.28M Buy
80,664
+414
+0.5% +$36.2K 1.91% 10
2016
Q3 		$7M Buy
80,250
+64
+0.1% +$5.68K 2.01% 8
2016
Q2 		$7.52M Sell
80,186
-2,319
-3% -$205K 2.22% 8
2016
Q1 		$6.9M Sell
82,505
-511
-0.6% -$40.9K 2.18% 7
2015
Q4 		$6.47M Sell
83,016
-717
-0.9% -$57.3K 2.06% 7
2015
Q3 		$6.22M Buy
83,733
+162
+0.2% +$12.5K 2.01% 7
2015
Q2 		$6.95M Sell
83,571
-723
-0.9% -$62.2K 1.89% 8
2015
Q1 		$7.17M Buy
84,294
+16,496
+24% +$1.46M 1.79% 10
2014
Q4 		$6.27M Sell
67,798
-1,371
-2% -$128K 1.56% 11
2014
Q3 		$6.5M Sell
69,169
-231
-0.3% -$23K 1.7% 10
2014
Q2 		$6.99M Sell
69,400
-1,312
-2% -$132K 1.73% 11
2014
Q1 		$6.91M Sell
70,712
-2,751
-4% -$262K 1.75% 12
2013
Q4 		$7.43M Sell
73,463
-214
-0.3% -$19.8K 1.93% 10
2013
Q3 		$6.34M Sell
73,677
-2,525
-3% -$228K 1.77% 9
2013
Q2 		$6.88M Buy
+76,202
New +$6.86M 2.08% 9

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 $59.6B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return