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Warwick Investment Management’s ExxonMobil XOM Stock Holding History

Warwick Investment 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 		$2.22M Sell
16,248
-1,885
-10% -$282K 0.25% 41
2026
Q1 		$3.08M Sell
18,133
-5,087
-22% -$742K 0.45% 33
2025
Q4 		$2.79M Sell
23,220
-7,743
-25% -$898K 0.43% 34
2025
Q3 		$3.49M Buy
30,963
+4,619
+18% +$513K 0.61% 30
2025
Q2 		$2.84M Buy
26,344
+538
+2% +$57.5K 0.55% 30
2025
Q1 		$3.07M Sell
25,806
-4,179
-14% -$462K 0.64% 27
2024
Q4 		$3.23M Buy
29,985
+5,113
+21% +$598K 0.66% 25
2024
Q3 		$2.92M Buy
24,872
+541
+2% +$62.5K 0.69% 21
2024
Q2 		$2.8M Buy
24,331
+885
+4% +$103K 0.66% 26
2024
Q1 		$2.73M Buy
23,446
+1,260
+6% +$132K 0.65% 26
2023
Q4 		$2.22M Buy
22,186
+1,083
+5% +$114K 0.65% 26
2023
Q3 		$2.48M Buy
21,103
+1,924
+10% +$211K 0.93% 23
2023
Q2 		$2.06M Buy
19,179
+2,211
+13% +$241K 0.81% 23
2023
Q1 		$1.86M Buy
16,968
+29
+0.2% +$3.21K 0.79% 23
2022
Q4 		$1.87M Buy
+16,939
New +$1.81M 0.76% 21
2022
Q3 		– Sell
-13,940
Closed -$1.19M – 71
2022
Q2 		$1.19M Sell
13,940
-247
-2% -$22.3K 0.58% 22
2022
Q1 		$1.17M Sell
14,187
-5,600
-28% -$435K 0.51% 23
2021
Q4 		$1.21M Buy
+19,787
New +$1.24M 0.61% 17

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Warwick Investment Management's XOM Position: Q2 2026 in Review

Warwick Investment Management reduced its ExxonMobil (XOM) stake by 10% in Q2 2026, selling an estimated $282K and leaving 16,248 shares worth $2.22M. The position accounts for 0.25% of the portfolio, ranked #41.

Warwick Investment Management first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.49M in Q3 2025. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Warwick Investment Management held 16,248 shares of ExxonMobil worth $2.22M as of Q2 2026.
  • Warwick Investment Management sold 1,885 ExxonMobil shares in Q2 2026, an estimated $282K.
  • ExxonMobil made up 0.25% of Warwick Investment Management's portfolio in Q2 2026, its #41 holding.
  • Warwick Investment Management first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
  • Warwick Investment Management's ExxonMobil position peaked at $3.49M in Q3 2025.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.