WCM
XOM icon

Warburton Capital Management’s ExxonMobil XOM Stock Holding History

Warburton Capital 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 		$721K Sell
5,278
-125
-2% -$18.7K 0.29% 25
2026
Q1 		$837K Buy
5,403
+473
+10% +$69K 0.41% 23
2025
Q4 		$593K Buy
4,930
+169
+4% +$19.6K 0.33% 25
2025
Q3 		$533K Buy
4,761
+150
+3% +$16.7K 0.32% 25
2025
Q2 		$520K Buy
4,611
+200
+5% +$21.4K 0.31% 25
2025
Q1 		$524K Buy
4,411
+739
+20% +$81.7K 0.38% 20
2024
Q4 		$394K Buy
+3,672
New +$430K 0.3% 22

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Warburton Capital Management's XOM Position: Q2 2026 in Review

Warburton Capital Management reduced its ExxonMobil (XOM) stake by 2.3% in Q2 2026, selling an estimated $18.7K and leaving 5,278 shares worth $721K. The position accounts for 0.29% of the portfolio, ranked #25.

Warburton Capital Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $837K in Q1 2026. 2,217 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Warburton Capital Management held 5,278 shares of ExxonMobil worth $721K as of Q2 2026.
  • Warburton Capital Management sold 125 ExxonMobil shares in Q2 2026, an estimated $18.7K.
  • ExxonMobil made up 0.29% of Warburton Capital Management's portfolio in Q2 2026, its #25 holding.
  • Warburton Capital Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Warburton Capital Management's ExxonMobil position peaked at $837K in Q1 2026.
  • 2,217 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.