Union Bancaire Privee’s ExxonMobil XOM Stock Holding History

Union Bancaire Privee’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	$17.1M	Sell	129,561 -96,867	-43%	-$14.5M	0.19%	78
2026 Q1	$36.5M	Buy	226,428 +99,678	+79%	+$14.5M	0.51%	34
2025 Q4	$14.8M	Buy	126,750 +105,768	+504%	+$12.3M	0.18%	96
2025 Q3	$2.36M	Sell	20,982 -7,020	-25%	-$780K	0.03%	183
2025 Q2	$2.88M	Sell	28,002 -31,632	-53%	-$3.38M	0.04%	159
2025 Q1	$7.37M	Sell	59,634 -408,468	-87%	-$45.2M	0.14%	73
2024 Q4	$48.3M	Buy	+468,102	New	+$54.8M	0.84%	30

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Union Bancaire Privee's XOM Position: Q2 2026 in Review

Union Bancaire Privee reduced its ExxonMobil (XOM) stake by 43% in Q2 2026, selling an estimated $14.5M and leaving 129,561 shares worth $17.1M. The position accounts for 0.19% of the portfolio, ranked #78.

Union Bancaire Privee first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $48.3M in Q4 2024. 2,003 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Union Bancaire Privee held 129,561 shares of ExxonMobil worth $17.1M as of Q2 2026.
Union Bancaire Privee sold 96,867 ExxonMobil shares in Q2 2026, an estimated $14.5M.
ExxonMobil made up 0.19% of Union Bancaire Privee's portfolio in Q2 2026, its #78 holding.
Union Bancaire Privee first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Union Bancaire Privee's ExxonMobil position peaked at $48.3M in Q4 2024.
2,003 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.