WoodTrust Financial’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.12M | Buy |
8,165
+75
| +0.9% | +$11.2K | 0.13% | 87 |
|
|
2026
Q1 | $1.37M | Sell |
8,090
-69
| -0.8% | -$10.1K | 0.18% | 73 |
|
|
2025
Q4 | $982K | Hold |
8,159
| – | – | 0.11% | 91 |
|
|
2025
Q3 | $920K | Hold |
8,159
| – | – | 0.11% | 95 |
|
|
2025
Q2 | $880K | Sell |
8,159
-101
| -1% | -$10.8K | 0.11% | 88 |
|
|
2025
Q1 | $982K | Sell |
8,260
-39
| -0.5% | -$4.31K | 0.14% | 84 |
|
|
2024
Q4 | $893K | Sell |
8,299
-383
| -4% | -$44.8K | 0.13% | 85 |
|
|
2024
Q3 | $1.02M | Buy |
8,682
+23
| +0.3% | +$2.66K | 0.14% | 85 |
|
|
2024
Q2 | $997K | Buy |
8,659
+813
| +10% | +$94.7K | 0.16% | 86 |
|
|
2024
Q1 | $912K | Sell |
7,846
-386
| -5% | -$40.4K | 0.14% | 90 |
|
|
2023
Q4 | $823K | Hold |
8,232
| – | – | 0.14% | 87 |
|
|
2023
Q3 | $968K | Sell |
8,232
-300
| -4% | -$32.9K | 0.19% | 80 |
|
|
2023
Q2 | $915K | Buy |
8,532
+300
| +4% | +$32.7K | 0.17% | 84 |
|
|
2023
Q1 | $903K | Hold |
8,232
| – | – | 0.18% | 80 |
|
|
2022
Q4 | $908K | Hold |
8,232
| – | – | 0.19% | 76 |
|
|
2022
Q3 | $719K | Sell |
8,232
-544
| -6% | -$49.7K | 0.16% | 89 |
|
|
2022
Q2 | $752K | Buy |
8,776
+5,500
| +168% | +$496K | 0.17% | 79 |
|
|
2022
Q1 | $271K | Sell |
3,276
-437
| -12% | -$34K | 0.06% | 132 |
|
|
2021
Q4 | $227K | Sell |
3,713
-1,786
| -32% | -$112K | 0.05% | 132 |
|
|
2021
Q3 | $323K | Sell |
5,499
-1,059
| -16% | -$60.4K | 0.08% | 104 |
|
|
2021
Q2 | $414K | Buy |
+6,558
| New | +$392K | 0.11% | 69 |
|
|
2020
Q3 | – | Sell |
-5,899
| Closed | -$263K | – | 112 |
|
|
2020
Q2 | $263K | Sell |
5,899
-40
| -0.7% | -$1.79K | 0.11% | 68 |
|
|
2020
Q1 | $225K | Sell |
5,939
-33,945
| -85% | -$1.87M | 0.11% | 65 |
|
|
2019
Q4 | $2.78M | Sell |
39,884
-1,941
| -5% | -$134K | 1.1% | 34 |
|
|
2019
Q3 | $2.95M | Buy |
41,825
+34,072
| +439% | +$2.46M | 1.27% | 31 |
|
|
2019
Q2 | $594K | Sell |
7,753
-1,550
| -17% | -$120K | 0.27% | 47 |
|
|
2019
Q1 | $752K | Hold |
9,303
| – | – | 0.36% | 47 |
|
|
2018
Q4 | $634K | Sell |
9,303
-26,349
| -74% | -$2.07M | 0.36% | 49 |
|
|
2018
Q3 | $3.03M | Buy |
35,652
+836
| +2% | +$68.4K | 1.47% | 24 |
|
|
2018
Q2 | $2.88M | Sell |
34,816
-19,113
| -35% | -$1.52M | 1.51% | 23 |
|
|
2018
Q1 | $4.02M | Buy |
53,929
+3,284
| +6% | +$263K | 2.16% | 14 |
|
|
2017
Q4 | $4.24M | Buy |
+50,645
| New | +$4.19M | 2.25% | 13 |
|
Other funds holding XOM
WoodTrust Financial's XOM Position: Q2 2026 in Review
WoodTrust Financial increased its ExxonMobil (XOM) stake by 0.93% in Q2 2026, buying an estimated $11.2K and bringing the position to 8,165 shares worth $1.12M. The position accounts for 0.13% of the portfolio, ranked #87.
WoodTrust Financial first reported a position in XOM in Q4 2017 and has held it in 32 quarters since. The position peaked at $4.24M in Q4 2017. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- WoodTrust Financial held 8,165 shares of ExxonMobil worth $1.12M as of Q2 2026.
- WoodTrust Financial bought 75 ExxonMobil shares in Q2 2026, an estimated $11.2K.
- ExxonMobil made up 0.13% of WoodTrust Financial's portfolio in Q2 2026, its #87 holding.
- WoodTrust Financial first reported a position in ExxonMobil in Q4 2017 and has held it in 32 quarters since.
- WoodTrust Financial's ExxonMobil position peaked at $4.24M in Q4 2017.
- 4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.