Townsend & Associates
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Townsend & Associates’s ExxonMobil XOM Stock Holding History

Townsend & Associates’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
Q3 		$1.43M Buy
7,978
+89
+1% +$13.9K 0.12% 63
2026
Q2 		$1.17M Hold
7,889
– – 0.1% 65
2026
Q1 		$1.18M Hold
7,889
– – 0.1% 66
2025
Q4 		$1.02M Buy
7,889
+85
+1% +$9.9K 0.09% 66
2025
Q3 		$876K Buy
7,804
+476
+6% +$52.9K 0.08% 67
2025
Q2 		$809K Hold
7,328
– – 0.08% 70
2025
Q1 		$772K Buy
7,328
+215
+3% +$23.8K 0.08% 66
2024
Q4 		$793K Hold
7,113
– – 0.08% 70
2024
Q3 		$855K Hold
7,113
– – 0.09% 68
2024
Q2 		$835K Buy
7,113
+10
+0.1% +$1.16K 0.09% 66
2024
Q1 		$860K Buy
7,103
+10
+0.1% +$1.05K 0.1% 64
2023
Q4 		$706K Buy
7,093
+11
+0.2% +$1.16K 0.09% 70
2023
Q3 		$748K Buy
7,082
+9
+0.1% +$987 0.16% 65
2023
Q2 		$748K Buy
7,073
+784
+12% +$85.5K 0.19% 84
2023
Q1 		$744K Buy
6,289
+4,049
+181% +$448K 0.3% 82
2022
Q4 		$264K Buy
2,240
+149
+7% +$16K 0.13% 90
2022
Q3 		$238K Buy
+2,091
New +$191K 0.11% 77
2018
Q4 		– Sell
-1,938
Closed -$165K – 150
2018
Q3 		$165K Buy
1,938
+18
+0.9% +$1.47K 0.16% 78
2018
Q2 		$159K Buy
1,920
+17
+0.9% +$1.35K 0.18% 73
2018
Q1 		$142K Sell
1,903
-801
-30% -$64K 0.11% 76
2017
Q4 		$226K Buy
+2,704
New +$224K 0.19% 68

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Townsend & Associates's XOM Position: Q3 2026 in Review

Townsend & Associates increased its ExxonMobil (XOM) stake by 1.1% in Q3 2026, buying an estimated $13.9K and bringing the position to 7,978 shares worth $1.43M. The position accounts for 0.12% of the portfolio, ranked #63.

Townsend & Associates first reported a position in XOM in Q4 2017 and has held it in 21 quarters since. 2,105 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Townsend & Associates held 7,978 shares of ExxonMobil worth $1.43M as of Q3 2026.
  • Townsend & Associates bought 89 ExxonMobil shares in Q3 2026, an estimated $13.9K.
  • ExxonMobil made up 0.12% of Townsend & Associates's portfolio in Q3 2026, its #63 holding.
  • Townsend & Associates first reported a position in ExxonMobil in Q4 2017 and has held it in 21 quarters since.
  • 2,105 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Townsend & Associates's 13F filing for Q3 2026, filed 23 Oct 2026.