Adapt Investment Managers’s ExxonMobil XOM Stock Holding History

Adapt Investment Managers’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 Q1	–	Sell	-600,600	Closed	-$72.3M	–	211
2025 Q4	$72.3M	Buy	600,600 +200,000	+50%	+$23.2M	0.53%	32
2025 Q3	$45.2M	Buy	+400,600	New	+$44.5M	0.42%	38
2025 Q2	–	Sell	-150,000	Closed	-$17.8M	–	111
2025 Q1	$17.8M	Sell	150,000 -150,000	-50%	-$16.6M	0.61%	45
2024 Q4	$31.9M	Buy	+300,000	New	+$35.1M	0.82%	29

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Adapt Investment Managers's XOM Position: Q1 2026 in Review

Adapt Investment Managers opened a new position in ExxonMobil (XOM) in Q1 2026: 59,100 shares worth $10M. The stake represents 0.13% of the portfolio and ranks #99 among its holdings. This is a return to the name: Adapt Investment Managers previously reported a position in XOM as recently as Q3 2025.

Adapt Investment Managers first reported a position in XOM in Q4 2024 and has held it in 3 quarters since. The position peaked at $10.5M in Q4 2024. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Adapt Investment Managers held 59,100 shares of ExxonMobil worth $10M as of Q1 2026.
ExxonMobil was a new Adapt Investment Managers position in Q1 2026.
ExxonMobil made up 0.13% of Adapt Investment Managers's portfolio in Q1 2026, its #99 holding.
Adapt Investment Managers first reported a position in ExxonMobil in Q4 2024 and has held it in 3 quarters since.
Adapt Investment Managers's ExxonMobil position peaked at $10.5M in Q4 2024.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Adapt Investment Managers's 13F filing for Q1 2026, filed 15 May 2026.