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Tortoise Investment Management’s ExxonMobil XOM Stock Holding History

Tortoise Investment 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
2013
Q3 		– Sell
-800
Closed -$2K – 397
2013
Q2 		$2K Buy
+800
New +$72K ﹤0.01% 337

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tortoise Investment Management's XOM Position: Q2 2026 in Review

Tortoise Investment Management increased its ExxonMobil (XOM) stake by 12% in Q2 2026, buying an estimated $79.6K and bringing the position to 4,804 shares worth $657K. The position accounts for 0.05% of the portfolio, ranked #151.

Tortoise Investment Management first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.09M in Q2 2013. 2,864 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Tortoise Investment Management held 4,804 shares of ExxonMobil worth $657K as of Q2 2026.
  • Tortoise Investment Management bought 532 ExxonMobil shares in Q2 2026, an estimated $79.6K.
  • ExxonMobil made up 0.05% of Tortoise Investment Management's portfolio in Q2 2026, its #151 holding.
  • Tortoise Investment Management first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Tortoise Investment Management's ExxonMobil position peaked at $1.09M in Q2 2013.
  • 2,864 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.