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Whitney & Co’s ExxonMobil XOM Stock Holding History

Whitney & Co’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 Buy
16,214
+444
+3% +$66.5K 0.16% 78
2026
Q1 		$2.68M Buy
15,770
+1,073
+7% +$157K 0.22% 70
2025
Q4 		$1.77M Buy
14,697
+4,128
+39% +$479K 0.14% 82
2025
Q3 		$1.19M Sell
10,569
-50
-0.5% -$5.56K 0.11% 74
2025
Q2 		$1.14M Sell
10,619
-125
-1% -$13.4K 0.11% 71
2025
Q1 		$1.28M Sell
10,744
-177
-2% -$19.6K 0.14% 70
2024
Q4 		$1.17M Sell
10,921
-10
-0.1% -$1.17K 0.12% 67
2024
Q3 		$1.28M Sell
10,931
-460
-4% -$53.1K 0.14% 67
2024
Q2 		$1.31M Sell
11,391
-269
-2% -$31.3K 0.15% 65
2024
Q1 		$1.36M Buy
11,660
+25
+0.2% +$2.62K 0.16% 65
2023
Q4 		$1.16M Buy
11,635
+16
+0.1% +$1.68K 0.15% 63
2023
Q3 		$1.37M Hold
11,619
– – 0.21% 59
2023
Q2 		$1.25M Hold
11,619
– – 0.18% 62
2023
Q1 		$1.27M Sell
11,619
-498
-4% -$55.1K 0.2% 61
2022
Q4 		$1.34M Sell
12,117
-50
-0.4% -$5.36K 0.25% 59
2022
Q3 		$1.06M Sell
12,167
-22
-0.2% -$2.01K 0.21% 63
2022
Q2 		$1.04M Sell
12,189
-78
-0.6% -$7.04K 0.19% 68
2022
Q1 		$1.01M Sell
12,267
-240
-2% -$18.7K 0.16% 73
2021
Q4 		$765K Buy
12,507
+78
+0.6% +$4.88K 0.11% 78
2021
Q3 		$731K Sell
12,429
-62
-0.5% -$3.53K 0.12% 76
2021
Q2 		$788K Buy
12,491
+75
+0.6% +$4.48K 0.13% 71
2021
Q1 		$693K Buy
12,416
+77
+0.6% +$4.04K 0.12% 74
2020
Q4 		$566K Sell
12,339
-1,358
-10% -$50.9K 0.09% 83
2020
Q3 		$470K Sell
13,697
-746
-5% -$30.5K 0.09% 82
2020
Q2 		$646K Buy
14,443
+4,901
+51% +$220K 0.13% 69
2020
Q1 		$362K Buy
9,542
+1,474
+18% +$81.4K 0.09% 81
2019
Q4 		$563K Hold
8,068
– – 0.11% 84
2019
Q3 		$578K Buy
8,068
+550
+7% +$39.8K 0.12% 82
2019
Q2 		$576K Buy
7,518
+104
+1% +$8.05K 0.13% 79
2019
Q1 		$595K Sell
7,414
-704
-9% -$53.7K 0.13% 77
2018
Q4 		$607K Sell
8,118
-1,805
-18% -$142K 0.16% 79
2018
Q3 		$811K Sell
9,923
-1,364
-12% -$112K 0.2% 76
2018
Q2 		$934K Sell
11,287
-500
-4% -$39.8K 0.25% 69
2018
Q1 		$879K Sell
11,787
-49,749
-81% -$3.98M 0.25% 74
2017
Q4 		$5.15M Sell
61,536
-287
-0.5% -$23.7K 1.49% 22
2017
Q3 		$4.99M Hold
61,823
– – 1.67% 20
2017
Q2 		$4.99M Buy
61,823
+7,317
+13% +$599K 1.64% 20
2017
Q1 		$4.47M Buy
54,506
+2,493
+5% +$208K 1.62% 23
2016
Q4 		$4.7M Sell
52,013
-345
-0.7% -$30.1K 1.77% 17
2016
Q3 		$4.57M Buy
52,358
+614
+1% +$54.5K 1.83% 17
2016
Q2 		$4.85M Buy
51,744
+786
+2% +$69.5K 1.97% 13
2016
Q1 		$4.26M Buy
50,958
+1,605
+3% +$129K 1.83% 16
2015
Q4 		$3.85M Sell
49,353
-310
-0.6% -$24.8K 1.68% 17
2015
Q3 		$3.69M Buy
49,663
+3,470
+8% +$267K 1.67% 17
2015
Q2 		$3.84M Buy
46,193
+835
+2% +$71.8K 1.68% 16
2015
Q1 		$3.85M Buy
45,358
+298
+0.7% +$26.4K 1.73% 13
2014
Q4 		$4.17M Buy
45,060
+1,427
+3% +$133K 1.87% 13
2014
Q3 		$4.1M Sell
43,633
-531
-1% -$52.9K 1.89% 11
2014
Q2 		$4.45M Sell
44,164
-272
-0.6% -$27.4K 2.05% 9
2014
Q1 		$4.34M Sell
44,436
-550
-1% -$52.4K 2.19% 7
2013
Q4 		$4.55M Buy
44,986
+4,284
+11% +$396K 2.51% 4
2013
Q3 		$3.5M Buy
40,702
+125
+0.3% +$11.3K 2.45% 5
2013
Q2 		$3.67M Buy
+40,577
New +$3.65M 2.68% 4

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

Whitney & Co's XOM Position: Q2 2026 in Review

Whitney & Co increased its ExxonMobil (XOM) stake by 2.8% in Q2 2026, buying an estimated $66.5K and bringing the position to 16,214 shares worth $2.22M. The position accounts for 0.16% of the portfolio, ranked #78.

Whitney & Co first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.15M in Q4 2017. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Whitney & Co held 16,214 shares of ExxonMobil worth $2.22M as of Q2 2026.
  • Whitney & Co bought 444 ExxonMobil shares in Q2 2026, an estimated $66.5K.
  • ExxonMobil made up 0.16% of Whitney & Co's portfolio in Q2 2026, its #78 holding.
  • Whitney & Co first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Whitney & Co's ExxonMobil position peaked at $5.15M in Q4 2017.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.