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Waddell & Associates’s ExxonMobil XOM Stock Holding History

Waddell & Associates’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 		$3.36M Buy
24,590
+2,402
+11% +$360K 0.17% 44
2026
Q1 		$3.76M Buy
22,188
+2,803
+14% +$409K 0.21% 31
2025
Q4 		$2.33M Buy
19,385
+18
+0.1% +$2.09K 0.16% 38
2025
Q3 		$2.18M Buy
19,367
+3,121
+19% +$347K 0.19% 40
2025
Q2 		$1.75M Sell
16,246
-554
-3% -$59.2K 0.19% 38
2025
Q1 		$2M Sell
16,800
-142
-0.8% -$15.7K 0.24% 34
2024
Q4 		$1.82M Buy
16,942
+2,718
+19% +$318K 0.19% 36
2024
Q3 		$1.67M Buy
14,224
+179
+1% +$20.7K 0.2% 37
2024
Q2 		$1.62M Buy
14,045
+81
+0.6% +$9.43K 0.21% 37
2024
Q1 		$1.62M Sell
13,964
-692
-5% -$72.4K 0.22% 35
2023
Q4 		$1.48M Sell
14,656
-4,671
-24% -$491K 0.2% 39
2023
Q3 		$2.27M Sell
19,327
-260
-1% -$28.5K 0.33% 30
2023
Q2 		$2.1M Buy
19,587
+792
+4% +$86.4K 0.31% 30
2023
Q1 		$2.06M Buy
18,795
+880
+5% +$97.3K 0.32% 28
2022
Q4 		$1.98M Sell
17,915
-44
-0.2% -$4.71K 0.33% 30
2022
Q3 		$1.57M Sell
17,959
-1,440
-7% -$131K 0.3% 28
2022
Q2 		$1.66M Sell
19,399
-101
-0.5% -$9.11K 0.34% 26
2022
Q1 		$1.61M Buy
19,500
+3,351
+21% +$260K 0.26% 29
2021
Q4 		$988K Sell
16,149
-1,076
-6% -$67.2K 0.16% 38
2021
Q3 		$1.01M Buy
17,225
+112
+0.7% +$6.38K 0.17% 40
2021
Q2 		$1.08K Buy
+17,113
New +$1.02M 0.16% 32

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Waddell & Associates's XOM Position: Q2 2026 in Review

Waddell & Associates increased its ExxonMobil (XOM) stake by 11% in Q2 2026, buying an estimated $360K and bringing the position to 24,590 shares worth $3.36M. The position accounts for 0.17% of the portfolio, ranked #44.

Waddell & Associates first reported a position in XOM in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.76M in Q1 2026. 1,619 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Waddell & Associates held 24,590 shares of ExxonMobil worth $3.36M as of Q2 2026.
  • Waddell & Associates bought 2,402 ExxonMobil shares in Q2 2026, an estimated $360K.
  • ExxonMobil made up 0.17% of Waddell & Associates's portfolio in Q2 2026, its #44 holding.
  • Waddell & Associates first reported a position in ExxonMobil in Q2 2021 and has held it in 21 quarters since.
  • Waddell & Associates's ExxonMobil position peaked at $3.76M in Q1 2026.
  • 1,619 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.