Uniplan Investment Counsel’s ExxonMobil XOM Stock Holding History

Uniplan Investment Counsel’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	–	Sell	-109	Closed	-$18.6K	–	223
2026 Q1	$18.6K	Buy	109 +26	+31%	+$3.79K	﹤0.01%	175
2025 Q4	$10K	Buy	+83	New	+$9.63K	﹤0.01%	182

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

Uniplan Investment Counsel's XOM Position: Q2 2026 in Review

Uniplan Investment Counsel sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 109 shares — an estimated $18.6K sold.

Uniplan Investment Counsel first reported a position in XOM in Q4 2025 and held it in 2 quarters. The position peaked at $18.6K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Uniplan Investment Counsel reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Uniplan Investment Counsel sold 109 ExxonMobil shares in Q2 2026, an estimated $18.6K.
Uniplan Investment Counsel first reported a position in ExxonMobil in Q4 2025 and held it in 2 quarters.
Uniplan Investment Counsel's ExxonMobil position peaked at $18.6K in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Uniplan Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.