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Vest Financial’s ExxonMobil XOM Stock Holding History

Vest Financial’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 		$61M Sell
446,092
-58,366
-12% -$8.74M 0.64% 44
2026
Q1 		$85.6M Sell
504,458
-30,267
-6% -$4.42M 1.03% 10
2025
Q4 		$64.3M Sell
534,725
-153,409
-22% -$17.8M 0.82% 21
2025
Q3 		$77.6M Sell
688,134
-60,135
-8% -$6.69M 1.01% 11
2025
Q2 		$80.7M Sell
748,269
-50,328
-6% -$5.38M 1.14% 5
2025
Q1 		$95M Sell
798,597
-19,812
-2% -$2.19M 1.48% 4
2024
Q4 		$88M Buy
818,409
+132,955
+19% +$15.6M 1.56% 2
2024
Q3 		$80.3M Buy
685,454
+114,913
+20% +$13.3M 1.55% 3
2024
Q2 		$65.7M Buy
570,541
+31,974
+6% +$3.72M 1.58% 3
2024
Q1 		$62.6M Buy
538,567
+160,266
+42% +$16.8M 1.66% 1
2023
Q4 		$37.8M Buy
378,301
+85,383
+29% +$8.97M 1.41% 6
2023
Q3 		$34.4M Buy
292,918
+139,514
+91% +$15.3M 1.88% 1
2023
Q2 		$16.3M Buy
153,404
+50,913
+50% +$5.56M 1.52% 6
2023
Q1 		$11.2M Buy
102,491
+16,755
+20% +$1.85M 1.53% 6
2022
Q4 		$9.46M Sell
85,736
-18,532
-18% -$1.99M 1.48% 42
2022
Q3 		$9.1M Sell
104,268
-6,596
-6% -$602K 1.72% 8
2022
Q2 		$9.68M Sell
110,864
-8,086
-7% -$729K 1.76% 4
2022
Q1 		$9.82M Buy
118,950
+10,921
+10% +$849K 1.78% 8
2021
Q4 		$6.61M Buy
108,029
+14,816
+16% +$926K 1.44% 55
2021
Q3 		$5.48M Buy
93,213
+20,130
+28% +$1.15M 1.67% 5
2021
Q2 		$4.61M Buy
73,083
+19,718
+37% +$1.18M 1.75% 3
2021
Q1 		$2.98M Sell
53,365
-10,801
-17% -$566K 1.71% 4
2020
Q4 		$2.65M Buy
+64,166
New +$2.41M 1.77% 3

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
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
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Vest Financial's XOM Position: Q2 2026 in Review

Vest Financial reduced its ExxonMobil (XOM) stake by 12% in Q2 2026, selling an estimated $8.74M and leaving 446,092 shares worth $61M. The position accounts for 0.64% of the portfolio, ranked #44.

Vest Financial first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $95M in Q1 2025. 2,015 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Vest Financial held 446,092 shares of ExxonMobil worth $61M as of Q2 2026.
  • Vest Financial sold 58,366 ExxonMobil shares in Q2 2026, an estimated $8.74M.
  • ExxonMobil made up 0.64% of Vest Financial's portfolio in Q2 2026, its #44 holding.
  • Vest Financial first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Vest Financial's ExxonMobil position peaked at $95M in Q1 2025.
  • 2,015 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.