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Wendell David Associates’s ExxonMobil XOM Stock Holding History

Wendell David 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 		$12.6M Buy
91,891
+400
+0.4% +$59.9K 1.33% 20
2026
Q1 		$15.5M Sell
91,491
-1,013
-1% -$148K 1.69% 18
2025
Q4 		$11.1M Sell
92,504
-1,511
-2% -$175K 1.13% 22
2025
Q3 		$10.6M Hold
94,015
– – 1.05% 25
2025
Q2 		$10.1M Sell
94,015
-4,000
-4% -$428K 1.02% 28
2025
Q1 		$11.7M Sell
98,015
-100
-0.1% -$11.1K 1.16% 27
2024
Q4 		$10.6M Sell
98,115
-2,125
-2% -$249K 1.04% 30
2024
Q3 		$11.8M Sell
100,240
-1,260
-1% -$145K 1.12% 29
2024
Q2 		$11.7M Sell
101,500
-50
-0% -$5.82K 1.19% 27
2024
Q1 		$11.8M Buy
101,550
+111
+0.1% +$11.6K 1.19% 28
2023
Q4 		$10.1M Buy
101,439
+250
+0.2% +$26.3K 1.09% 31
2023
Q3 		$11.9M Buy
101,189
+4,550
+5% +$499K 1.4% 25
2023
Q2 		$10.4M Hold
96,639
– – 1.17% 27
2023
Q1 		$10.6M Buy
96,639
+750
+0.8% +$83K 1.26% 26
2022
Q4 		$10.6M Hold
95,889
– – 1.3% 26
2022
Q3 		$8.37M Hold
95,889
– – 1.13% 27
2022
Q2 		$8.21M Sell
95,889
-1,110
-1% -$100K 1.04% 27
2022
Q1 		$8.01M Sell
96,999
-1,015
-1% -$78.9K 0.89% 35
2021
Q4 		$6M Sell
98,014
-235
-0.2% -$14.7K 0.61% 41
2021
Q3 		$5.78M Hold
98,249
– – 0.64% 41
2021
Q2 		$6.2M Sell
98,249
-844
-0.9% -$50.4K 0.69% 40
2021
Q1 		$5.53M Sell
99,093
-964
-1% -$50.5K 0.67% 39
2020
Q4 		$4.12M Sell
100,057
-14,084
-12% -$528K 0.5% 50
2020
Q3 		$3.92M Sell
114,141
-6,852
-6% -$280K 0.52% 49
2020
Q2 		$5.41M Sell
120,993
-1,225
-1% -$54.9K 0.78% 36
2020
Q1 		$4.64M Sell
122,218
-2,143
-2% -$118K 0.79% 38
2019
Q4 		$8.68M Buy
124,361
+200
+0.2% +$13.8K 1.2% 28
2019
Q3 		$8.77M Sell
124,161
-3,260
-3% -$236K 1.28% 26
2019
Q2 		$9.76M Sell
127,421
-1,483
-1% -$115K 1.47% 21
2019
Q1 		$10.4M Buy
128,904
+118
+0.1% +$9K 1.62% 18
2018
Q4 		$8.78M Sell
128,786
-10,086
-7% -$791K 1.58% 20
2018
Q3 		$11.8M Sell
138,872
-1,158
-0.8% -$94.7K 1.84% 15
2018
Q2 		$11.6M Buy
140,030
+7,524
+6% +$599K 1.98% 14
2018
Q1 		$9.89M Sell
132,506
-474
-0.4% -$37.9K 1.78% 18
2017
Q4 		$11.1M Sell
132,980
-2,561
-2% -$212K 1.91% 16
2017
Q3 		$11.1M Sell
135,541
-7,865
-5% -$625K 1.96% 17
2017
Q2 		$11.6M Sell
143,406
-6,778
-5% -$555K 2.18% 14
2017
Q1 		$12.3M Sell
150,184
-2,850
-2% -$238K 2.35% 11
2016
Q4 		$13.8M Sell
153,034
-1,751
-1% -$153K 2.73% 7
2016
Q3 		$13.5M Buy
154,785
+460
+0.3% +$40.8K 2.66% 10
2016
Q2 		$14.5M Sell
154,325
-26,668
-15% -$2.36M 2.85% 9
2016
Q1 		$15.2M Sell
180,993
-4,046
-2% -$324K 2.95% 8
2015
Q4 		$14.4M Sell
185,039
-2,036
-1% -$163K 2.85% 8
2015
Q3 		$13.8M Sell
187,075
-10,808
-5% -$833K 2.84% 7
2015
Q2 		$16.4M Sell
197,883
-1,005
-0.5% -$86.4K 3.19% 4
2015
Q1 		$16.9M Sell
198,888
-3,657
-2% -$324K 3.25% 3
2014
Q4 		$18.6M Buy
202,545
+3,300
+2% +$308K 3.64% 2
2014
Q3 		$18.7M Buy
199,245
+562
+0.3% +$56K 3.9% 2
2014
Q2 		$20.1M Sell
198,683
-1,950
-1% -$197K 4.22% 1
2014
Q1 		$19.7M Sell
200,633
-4,209
-2% -$401K 4.27% 1
2013
Q4 		$20.7M Buy
204,842
+700
+0.3% +$64.7K 4.54% 1
2013
Q3 		$17.6M Buy
204,142
+2,391
+1% +$216K 4.21% 2
2013
Q2 		$18.2M Buy
+201,751
New +$18.2M 4.54% 1

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

Wendell David Associates's XOM Position: Q2 2026 in Review

Wendell David Associates increased its ExxonMobil (XOM) stake by 0.44% in Q2 2026, buying an estimated $59.9K and bringing the position to 91,891 shares worth $12.6M. The position accounts for 1.33% of the portfolio, ranked #20.

Wendell David Associates first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.7M in Q4 2013. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Wendell David Associates held 91,891 shares of ExxonMobil worth $12.6M as of Q2 2026.
  • Wendell David Associates bought 400 ExxonMobil shares in Q2 2026, an estimated $59.9K.
  • ExxonMobil made up 1.33% of Wendell David Associates's portfolio in Q2 2026, its #20 holding.
  • Wendell David Associates first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Wendell David Associates's ExxonMobil position peaked at $20.7M in Q4 2013.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.