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Weatherly Asset Management’s ExxonMobil XOM Stock Holding History

Weatherly Asset 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 		$1.33M Buy
9,723
+75
+0.8% +$11.2K 0.09% 94
2026
Q1 		$1.64M Buy
9,648
+458
+5% +$66.8K 0.13% 82
2025
Q4 		$1.11M Buy
9,190
+315
+4% +$36.5K 0.09% 99
2025
Q3 		$1M Hold
8,875
– – 0.08% 102
2025
Q2 		$957K Sell
8,875
-287
-3% -$30.7K 0.08% 106
2025
Q1 		$1.09M Sell
9,162
-75
-0.8% -$8.29K 0.1% 97
2024
Q4 		$994K Sell
9,237
-106
-1% -$12.4K 0.09% 103
2024
Q3 		$1.1M Buy
9,343
+656
+8% +$75.7K 0.1% 101
2024
Q2 		$1M Sell
8,687
-3,609
-29% -$420K 0.09% 103
2024
Q1 		$1.43M Sell
12,296
-305
-2% -$31.9K 0.14% 91
2023
Q4 		$1.26M Sell
12,601
-509
-4% -$53.5K 0.14% 96
2023
Q3 		$1.54M Sell
13,110
-522
-4% -$57.3K 0.18% 84
2023
Q2 		$1.46M Buy
13,632
+331
+2% +$36.1K 0.17% 87
2023
Q1 		$1.46M Buy
13,301
+50
+0.4% +$5.53K 0.19% 90
2022
Q4 		$1.46M Sell
13,251
-100
-0.7% -$10.7K 0.2% 86
2022
Q3 		$1.17M Hold
13,351
– – 0.17% 91
2022
Q2 		$1.14M Buy
13,351
+525
+4% +$47.4K 0.16% 98
2022
Q1 		$1.06M Sell
12,826
-1,170
-8% -$90.9K 0.12% 109
2021
Q4 		$856K Sell
13,996
-295
-2% -$18.4K 0.09% 118
2021
Q3 		$841K Buy
14,291
+3,753
+36% +$214K 0.1% 117
2021
Q2 		$665K Sell
10,538
-65
-0.6% -$3.88K 0.08% 127
2021
Q1 		$592K Sell
10,603
-239
-2% -$12.5K 0.08% 125
2020
Q4 		$447K Sell
10,842
-2,505
-19% -$93.9K 0.06% 143
2020
Q3 		$458K Sell
13,347
-1,408
-10% -$57.6K 0.07% 137
2020
Q2 		$660K Sell
14,755
-648
-4% -$29.1K 0.12% 116
2020
Q1 		$585K Sell
15,403
-1,709
-10% -$94.4K 0.13% 113
2019
Q4 		$1.19M Sell
17,112
-3,658
-18% -$253K 0.23% 87
2019
Q3 		$1.47M Sell
20,770
-995
-5% -$71.9K 0.31% 69
2019
Q2 		$1.67M Buy
21,765
+4
+0% +$310 0.33% 64
2019
Q1 		$1.76M Buy
21,761
+179
+0.8% +$13.6K 0.36% 62
2018
Q4 		$1.47M Sell
21,582
-1,725
-7% -$135K 0.35% 66
2018
Q3 		$1.98M Sell
23,307
-1
-0% -$82 0.41% 60
2018
Q2 		$1.93M Sell
23,308
-60
-0.3% -$4.78K 0.45% 55
2018
Q1 		$1.74M Sell
23,368
-583
-2% -$46.6K 0.41% 61
2017
Q4 		$2M Sell
23,951
-948
-4% -$78.4K 0.48% 53
2017
Q3 		$2.04M Sell
24,899
-826
-3% -$65.6K 0.54% 45
2017
Q2 		$2.08M Buy
25,725
+142
+0.6% +$11.6K 0.58% 44
2017
Q1 		$2.1M Sell
25,583
-210
-0.8% -$17.5K 0.62% 41
2016
Q4 		$2.33M Sell
25,793
-108
-0.4% -$9.44K 0.74% 38
2016
Q3 		$2.26M Sell
25,901
-3,773
-13% -$335K 0.75% 37
2016
Q2 		$2.78M Sell
29,674
-37
-0.1% -$3.27K 0.92% 27
2016
Q1 		$2.48M Sell
29,711
-86
-0.3% -$6.89K 0.86% 28
2015
Q4 		$2.32M Buy
29,797
+3,454
+13% +$276K 0.82% 28
2015
Q3 		$1.96M Sell
26,343
-452
-2% -$34.8K 0.79% 30
2015
Q2 		$2.23M Sell
26,795
-79
-0.3% -$6.79K 0.85% 30
2015
Q1 		$2.28M Buy
26,874
+48
+0.2% +$4.26K 0.91% 28
2014
Q4 		$2.48M Buy
26,826
+2,062
+8% +$192K 1.04% 24
2014
Q3 		$2.33M Buy
24,764
+14
+0.1% +$1.39K 1% 29
2014
Q2 		$2.49M Sell
24,750
-54
-0.2% -$5.45K 1.04% 26
2014
Q1 		$2.42M Sell
24,804
-288
-1% -$27.5K 1.12% 24
2013
Q4 		$2.54M Sell
25,092
-52
-0.2% -$4.81K 1.21% 25
2013
Q3 		$2.16M Sell
25,144
-784
-3% -$70.7K 1.1% 25
2013
Q2 		$2.34M Buy
+25,928
New +$2.33M 1.29% 23

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Weatherly Asset Management's XOM Position: Q2 2026 in Review

Weatherly Asset Management increased its ExxonMobil (XOM) stake by 0.78% in Q2 2026, buying an estimated $11.2K and bringing the position to 9,723 shares worth $1.33M. The position accounts for 0.09% of the portfolio, ranked #94.

Weatherly Asset Management first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.78M in Q2 2016. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Weatherly Asset Management held 9,723 shares of ExxonMobil worth $1.33M as of Q2 2026.
  • Weatherly Asset Management bought 75 ExxonMobil shares in Q2 2026, an estimated $11.2K.
  • ExxonMobil made up 0.09% of Weatherly Asset Management's portfolio in Q2 2026, its #94 holding.
  • Weatherly Asset Management first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Weatherly Asset Management's ExxonMobil position peaked at $2.78M in Q2 2016.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.