Yoffe Investment Management’s ExxonMobil XOM Stock Holding History

Yoffe Investment 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	$549K	Hold	4,019	–	–	0.63%	57
2026 Q1	$682K	Hold	4,019	–	–	0.87%	44
2025 Q4	$484K	Hold	4,019	–	–	0.62%	62
2025 Q3	$453K	Buy	4,019 +4	+0.1%	+$445	0.59%	64
2025 Q2	$433K	Buy	4,015 +4	+0.1%	+$428	0.59%	63
2025 Q1	$477K	Buy	4,011 +4	+0.1%	+$442	0.7%	52
2024 Q4	$431K	Buy	+4,007	New	+$469K	0.64%	54

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

Yoffe Investment Management's XOM Position: Q2 2026 in Review

Yoffe Investment Management held its ExxonMobil (XOM) position steady in Q2 2026 at 4,019 shares worth $549K. The position accounts for 0.63% of the portfolio, ranked #57.

Yoffe Investment Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $682K in Q1 2026. 2,134 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Yoffe Investment Management held 4,019 shares of ExxonMobil worth $549K as of Q2 2026.
Yoffe Investment Management left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.63% of Yoffe Investment Management's portfolio in Q2 2026, its #57 holding.
Yoffe Investment Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Yoffe Investment Management's ExxonMobil position peaked at $682K in Q1 2026.
2,134 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.