Winthrop Partners - WNY’s ExxonMobil XOM Stock Holding History

Winthrop Partners - WNY’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	$470K	Sell	3,435 -3	-0.1%	-$449	0.23%	65
2026 Q1	$583K	Buy	3,438 +1,068	+45%	+$156K	0.31%	61
2025 Q4	$285K	Buy	+2,370	New	+$275K	0.15%	77
2019 Q3	$1.57M	Sell	22,233 -730	-3%	-$52.8K	1.06%	33
2019 Q2	$1.76M	Sell	22,963 -125	-0.5%	-$9.68K	1.32%	25
2019 Q1	$1.89M	Sell	23,088 -1,625	-7%	-$124K	1.47%	19
2018 Q4	$1.69M	Sell	24,713 -2,519	-9%	-$198K	1.57%	18
2018 Q3	$2.32M	Sell	27,232 -2,323	-8%	-$190K	1.87%	11
2018 Q2	$2.45M	Sell	29,555 -2,500	-8%	-$199K	2.03%	9
2018 Q1	$2.4M	Hold	32,055	–	–	1.85%	9
2017 Q4	$2.39M	Buy	+32,055	New	+$2.65M	1.95%	13

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Winthrop Partners - WNY's XOM Position: Q2 2026 in Review

Winthrop Partners - WNY reduced its ExxonMobil (XOM) stake by 0.09% in Q2 2026, selling an estimated $449 and leaving 3,435 shares worth $470K. The position accounts for 0.23% of the portfolio, ranked #65.

Winthrop Partners - WNY first reported a position in XOM in Q4 2017 and has held it in 11 quarters since. The position peaked at $2.45M in Q2 2018. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Winthrop Partners - WNY held 3,435 shares of ExxonMobil worth $470K as of Q2 2026.
Winthrop Partners - WNY sold 3 ExxonMobil shares in Q2 2026, an estimated $449.
ExxonMobil made up 0.23% of Winthrop Partners - WNY's portfolio in Q2 2026, its #65 holding.
Winthrop Partners - WNY first reported a position in ExxonMobil in Q4 2017 and has held it in 11 quarters since.
Winthrop Partners - WNY's ExxonMobil position peaked at $2.45M in Q2 2018.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.