Winebrenner Capital Management’s ExxonMobil XOM Stock Holding History

Winebrenner 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	$1.18M	Sell	8,599 -289	-3%	-$43.3K	0.72%	38
2026 Q1	$1.51M	Buy	8,888 +68	+0.8%	+$9.92K	0.97%	29
2025 Q4	$1.06M	Buy	8,820 +58	+0.7%	+$6.73K	0.71%	41
2025 Q3	$988K	Hold	8,762	–	–	0.71%	45
2025 Q2	$945K	Buy	8,762 +221	+3%	+$23.6K	0.76%	41
2025 Q1	$1.02M	Sell	8,541 -221	-3%	-$24.4K	0.92%	32
2024 Q4	$943K	Buy	+8,762	New	+$1.02M	0.73%	43

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Winebrenner Capital Management reduced its ExxonMobil (XOM) stake by 3.3% in Q2 2026, selling an estimated $43.3K and leaving 8,599 shares worth $1.18M. The position accounts for 0.72% of the portfolio, ranked #38.

Winebrenner Capital Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q1 2026. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Winebrenner Capital Management held 8,599 shares of ExxonMobil worth $1.18M as of Q2 2026.
Winebrenner Capital Management sold 289 ExxonMobil shares in Q2 2026, an estimated $43.3K.
ExxonMobil made up 0.72% of Winebrenner Capital Management's portfolio in Q2 2026, its #38 holding.
Winebrenner Capital Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Winebrenner Capital Management's ExxonMobil position peaked at $1.51M in Q1 2026.
777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.