Townsend Asset Management’s ExxonMobil XOM Stock Holding History

Townsend 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	$991K	Buy	7,245 +162	+2%	+$24.2K	0.32%	67
2026 Q1	$1.2M	Sell	7,083 -635	-8%	-$92.7K	0.43%	54
2025 Q4	$929K	Buy	7,718 +3,264	+73%	+$379K	0.33%	60
2025 Q3	$502K	Sell	4,454 -159	-3%	-$17.7K	0.18%	86
2025 Q2	$497K	Sell	4,613 -158	-3%	-$16.9K	0.18%	86
2025 Q1	$567K	Sell	4,771 -689	-13%	-$76.2K	0.22%	77
2024 Q4	$587K	Buy	5,460 +523	+11%	+$61.2K	0.21%	79
2024 Q3	$579K	Sell	4,937 -159	-3%	-$18.4K	0.21%	79
2024 Q2	$587K	Buy	5,096 +5	+0.1%	+$582	0.23%	76
2024 Q1	$592K	Buy	5,091 +5	+0.1%	+$523	0.24%	73
2023 Q4	$508K	Buy	5,086 +8	+0.2%	+$841	0.23%	74
2023 Q3	$597K	Sell	5,078 -205	-4%	-$22.5K	0.3%	63
2023 Q2	$567K	Sell	5,283 -1	-0%	-$109	0.27%	70
2023 Q1	$579K	Sell	5,284 -140	-3%	-$15.5K	0.3%	70
2022 Q4	$598K	Buy	5,424 +7	+0.1%	+$750	0.3%	73
2022 Q3	$473K	Buy	5,417 +6	+0.1%	+$548	0.27%	76
2022 Q2	$463K	Buy	5,411 +581	+12%	+$52.4K	0.24%	84
2022 Q1	$399K	Buy	4,830 +142	+3%	+$11K	0.2%	91
2021 Q4	$287K	Sell	4,688 -168	-3%	-$10.5K	0.14%	114
2021 Q3	$286K	Sell	4,856 -282	-5%	-$16.1K	0.15%	115
2021 Q2	$324K	Buy	5,138 +2	+0%	+$119	0.18%	105
2021 Q1	$287K	Sell	5,136 -196	-4%	-$10.3K	0.18%	107
2020 Q4	$220K	Sell	5,332 -595	-10%	-$22.3K	0.15%	128
2020 Q3	$203K	Buy	5,927 +176	+3%	+$7.2K	0.17%	126
2020 Q2	$257K	Sell	5,751 -207	-3%	-$9.28K	0.21%	104
2020 Q1	$226K	Sell	5,958 -692	-10%	-$38.2K	0.23%	105
2019 Q4	$464K	Buy	+6,650	New	+$460K	0.37%	75

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Townsend Asset Management increased its ExxonMobil (XOM) stake by 2.3% in Q2 2026, buying an estimated $24.2K and bringing the position to 7,245 shares worth $991K. The position accounts for 0.32% of the portfolio, ranked #67.

Townsend Asset Management first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.2M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Townsend Asset Management held 7,245 shares of ExxonMobil worth $991K as of Q2 2026.
Townsend Asset Management bought 162 ExxonMobil shares in Q2 2026, an estimated $24.2K.
ExxonMobil made up 0.32% of Townsend Asset Management's portfolio in Q2 2026, its #67 holding.
Townsend Asset Management first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
Townsend Asset Management's ExxonMobil position peaked at $1.2M in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Townsend Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.