ZI
XOM icon

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 		– Sell
-59,800
Closed -$10.1M – 361
2026
Q1 		$10.1M Sell
59,800
-1,500
-2% -$219K 1.14% 16
2025
Q4 		$7.38M Sell
61,300
-1,600
-3% -$186K 0.87% 24
2025
Q3 		$7.09M Buy
62,900
+1,800
+3% +$200K 0.95% 21
2025
Q2 		$6.59M Buy
61,100
+17,100
+39% +$1.83M 0.9% 18
2025
Q1 		$5.23M Buy
+44,000
New +$4.87M 0.8% 21

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

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. 2,244 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.
  • 2,244 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.