ZEGA Investments’s ExxonMobil XOM Stock Holding History

ZEGA Investments’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	$9.73M	Buy	71,190 +200	+0.3%	+$29.9K	1%	18
2026 Q1	$12M	Sell	70,990 -2,872	-4%	-$419K	1.35%	15
2025 Q4	$8.89M	Buy	73,862 +223	+0.3%	+$25.9K	1.05%	19
2025 Q3	$8.3M	Buy	73,639 +2,925	+4%	+$325K	1.11%	17
2025 Q2	$7.62M	Sell	70,714 -95	-0.1%	-$10.2K	1.04%	16
2025 Q1	$8.42M	Sell	70,809 -8,796	-11%	-$973K	1.28%	14
2024 Q4	$8.65M	Buy	+79,605	New	+$9.31M	2.17%	11

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

ZEGA Investments's XOM Position: Q2 2026 in Review

ZEGA Investments increased its ExxonMobil (XOM) stake by 0.28% in Q2 2026, buying an estimated $29.9K and bringing the position to 71,190 shares worth $9.73M. The position accounts for 1% of the portfolio, ranked #18.

ZEGA Investments first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $12M in Q1 2026. 2,113 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

ZEGA Investments held 71,190 shares of ExxonMobil worth $9.73M as of Q2 2026.
ZEGA Investments bought 200 ExxonMobil shares in Q2 2026, an estimated $29.9K.
ExxonMobil made up 1% of ZEGA Investments's portfolio in Q2 2026, its #18 holding.
ZEGA Investments first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
ZEGA Investments's ExxonMobil position peaked at $12M in Q1 2026.
2,113 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.