Winthrop Capital Management’s ExxonMobil XOM Stock Holding History

Winthrop 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	$1.62M	Sell	11,829 -229	-2%	-$34.3K	0.39%	51
2026 Q1	$2.05M	Sell	12,058 -380	-3%	-$55.5K	0.53%	40
2025 Q4	$1.5M	Buy	12,438 +58	+0.5%	+$6.73K	0.35%	58
2025 Q3	$1.4M	Buy	12,380 +58	+0.5%	+$6.45K	0.34%	54
2025 Q2	$1.33M	Buy	12,322 +60	+0.5%	+$6.41K	0.34%	56
2025 Q1	$1.46M	Buy	12,262 +58	+0.5%	+$6.41K	0.4%	50
2024 Q4	$1.29M	Buy	12,204 +56	+0.5%	+$6.55K	0.34%	62
2024 Q3	$1.42M	Buy	12,148 +22	+0.2%	+$2.54K	0.68%	28
2024 Q2	$1.39M	Buy	12,126 +53	+0.4%	+$6.17K	0.7%	27
2024 Q1	$1.4M	Buy	12,073 +637	+6%	+$66.6K	0.65%	29
2023 Q4	$1.14M	Buy	+11,436	New	+$1.2M	0.37%	51

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Winthrop Capital Management reduced its ExxonMobil (XOM) stake by 1.9% in Q2 2026, selling an estimated $34.3K and leaving 11,829 shares worth $1.62M. The position accounts for 0.39% of the portfolio, ranked #51.

Winthrop Capital Management first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.05M in Q1 2026. 4,278 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Winthrop Capital Management held 11,829 shares of ExxonMobil worth $1.62M as of Q2 2026.
Winthrop Capital Management sold 229 ExxonMobil shares in Q2 2026, an estimated $34.3K.
ExxonMobil made up 0.39% of Winthrop Capital Management's portfolio in Q2 2026, its #51 holding.
Winthrop Capital Management first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Winthrop Capital Management's ExxonMobil position peaked at $2.05M in Q1 2026.
4,278 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.