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WoodTrust Financial’s ExxonMobil XOM Stock Holding History

WoodTrust Financial’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 		$1.12M 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 		$912 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

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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. 1,598 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.
  • 1,598 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.