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Woodward Diversified Capital’s ExxonMobil XOM Stock Holding History

Woodward Diversified Capital’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 		– Sell
-60,712
Closed -$8.89M – 193
2026
Q1 		$8.89M Sell
60,712
-952
-2% -$139K 4.04% 3
2025
Q4 		$7.42M Buy
61,664
+602
+1% +$69.8K 3.4% 4
2025
Q3 		$6.88M Sell
61,062
-560
-0.9% -$62.3K 3.21% 6
2025
Q2 		$6.64M Sell
61,622
-2,620
-4% -$280K 3.36% 4
2025
Q1 		$7.64M Buy
64,242
+411
+0.6% +$45.5K 5.41% 3
2024
Q4 		$6.87M Sell
63,831
-4,926
-7% -$576K 5.05% 4
2024
Q3 		$8.06M Sell
68,757
-167
-0.2% -$19.3K 5.11% 2
2024
Q2 		$7.93M Buy
68,924
+2,368
+4% +$276K 4.65% 5
2024
Q1 		$7.74M Buy
66,556
+833
+1% +$87.2K 4.8% 4
2023
Q4 		$6.57M Buy
65,723
+615
+0.9% +$64.6K 4.13% 5
2023
Q3 		$7.66M Buy
65,108
+246
+0.4% +$27K 5.51% 3
2023
Q2 		$6.96M Sell
64,862
-3,214
-5% -$351K 5.25% 4
2023
Q1 		$7.47M Buy
68,076
+13
+0% +$1.44K 5.87% 3
2022
Q4 		$7.51M Buy
68,063
+313
+0.5% +$33.5K 6.04% 3
2022
Q3 		$5.92M Sell
67,750
-1,708
-2% -$156K 4.87% 4
2022
Q2 		$5.95M Sell
69,458
-418
-0.6% -$37.7K 4.55% 4
2022
Q1 		$5.77M Sell
69,876
-3,969
-5% -$309K 3.77% 4
2021
Q4 		$4.52M Buy
73,845
+540
+0.7% +$33.8K 2.66% 6
2021
Q3 		$4.31M Sell
73,305
-833
-1% -$47.5K 2.7% 5
2021
Q2 		$4.68M Buy
74,138
+6,989
+10% +$417K 2.67% 5
2021
Q1 		$3.75M Buy
67,149
+1,389
+2% +$72.8K 2.21% 8
2020
Q4 		$2.71M Buy
+65,760
New +$2.47M 1.76% 11

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Woodward Diversified Capital's XOM Position: Q2 2026 in Review

Woodward Diversified Capital sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 60,712 shares — an estimated $8.89M sold.

Woodward Diversified Capital first reported a position in XOM in Q4 2020 and held it in 22 quarters. The position peaked at $8.89M in Q1 2026. 2,113 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Woodward Diversified Capital reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Woodward Diversified Capital sold 60,712 ExxonMobil shares in Q2 2026, an estimated $8.89M.
  • Woodward Diversified Capital first reported a position in ExxonMobil in Q4 2020 and held it in 22 quarters.
  • Woodward Diversified Capital's ExxonMobil position peaked at $8.89M in Q1 2026.
  • 2,113 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.