Umpqua Bank’s ExxonMobil XOM Stock Holding History

Umpqua Bank’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	$1.33M	Sell	9,735 -125	-1%	-$18.7K	0.3%	76
2026 Q1	$1.67M	Buy	9,860 +9	+0.1%	+$1.31K	0.48%	56
2025 Q4	$1.19M	Hold	9,851	–	–	0.33%	76
2025 Q3	$1.1M	Buy	9,851 +153	+2%	+$17K	0.31%	79
2025 Q2	$1.11M	Sell	9,698 -290	-3%	-$31K	0.34%	77
2025 Q1	$1.19M	Sell	9,988 -300	-3%	-$33.2K	0.41%	67
2024 Q4	$1.13M	Buy	10,288 +1,179	+13%	+$138K	0.39%	69
2024 Q3	$1.07M	Sell	9,109 -91	-1%	-$10.5K	0.39%	71
2024 Q2	$1.06M	Hold	9,200	–	–	0.41%	68
2024 Q1	$1.07M	Buy	+9,200	New	+$963K	0.44%	69

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Umpqua Bank's XOM Position: Q2 2026 in Review

Umpqua Bank reduced its ExxonMobil (XOM) stake by 1.3% in Q2 2026, selling an estimated $18.7K and leaving 9,735 shares worth $1.33M. The position accounts for 0.3% of the portfolio, ranked #76.

Umpqua Bank first reported a position in XOM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.67M in Q1 2026. 2,157 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Umpqua Bank held 9,735 shares of ExxonMobil worth $1.33M as of Q2 2026.
Umpqua Bank sold 125 ExxonMobil shares in Q2 2026, an estimated $18.7K.
ExxonMobil made up 0.3% of Umpqua Bank's portfolio in Q2 2026, its #76 holding.
Umpqua Bank first reported a position in ExxonMobil in Q1 2024 and has held it in 10 quarters since.
Umpqua Bank's ExxonMobil position peaked at $1.67M in Q1 2026.
2,157 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.