Unified Investment Management’s ExxonMobil XOM Stock Holding History

Unified 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
2026 Q2	$716K	Hold	5,237	–	–	0.66%	44
2026 Q1	$888K	Hold	5,237	–	–	0.91%	35
2025 Q4	$630K	Hold	5,237	–	–	0.63%	55
2025 Q3	$590K	Hold	5,237	–	–	0.59%	59
2025 Q2	$565K	Buy	5,237 +169	+3%	+$18.1K	0.61%	64
2025 Q1	$603K	Hold	5,068	–	–	0.71%	47
2024 Q4	$545K	Buy	+5,068	New	+$593K	0.62%	59

Other funds holding XOM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Unified Investment Management held its ExxonMobil (XOM) position steady in Q2 2026 at 5,237 shares worth $716K. The position accounts for 0.66% of the portfolio, ranked #44.

Unified Investment Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $888K in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Unified Investment Management held 5,237 shares of ExxonMobil worth $716K as of Q2 2026.
Unified Investment Management left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.66% of Unified Investment Management's portfolio in Q2 2026, its #44 holding.
Unified Investment Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Unified Investment Management's ExxonMobil position peaked at $888K in Q1 2026.
2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.