Affinity Capital Advisors’s ExxonMobil XOM Stock Holding History

Affinity Capital Advisors’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	$404K	Sell	2,962 -14,899	-83%	-$2.23M	0.05%	123
2026 Q1	$3.03M	Sell	17,861 -3,500	-16%	-$511K	0.42%	33
2025 Q4	$2.57M	Buy	21,361 +395	+2%	+$45.8K	0.36%	39
2025 Q3	$2.33M	Hold	20,966	–	–	0.36%	40
2025 Q2	$2.26M	Sell	20,966 -702	-3%	-$75K	0.39%	40
2025 Q1	$2.23M	Buy	21,668 +19,469	+885%	+$2.15M	0.44%	36
2024 Q4	$239K	Hold	2,199	–	–	0.05%	140
2024 Q3	$258K	Sell	2,199 -6	-0.3%	-$693	0.05%	133
2024 Q2	$254K	Buy	2,205 +118	+6%	+$13.7K	0.05%	131
2024 Q1	$243K	Buy	+2,087	New	+$218K	0.05%	134
2023 Q4	–	Sell	-2,061	Closed	-$242K	–	141
2023 Q3	$242K	Sell	2,061 -117	-5%	-$12.8K	0.07%	111
2023 Q2	$234K	Buy	+2,178	New	+$238K	0.06%	113
2020 Q1	–	Sell	-6,069	Closed	-$424K	–	121
2019 Q4	$424K	Buy	+6,069	New	+$420K	0.28%	59

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Affinity Capital Advisors's XOM Position: Q2 2026 in Review

Affinity Capital Advisors reduced its ExxonMobil (XOM) stake by 83% in Q2 2026, selling an estimated $2.23M and leaving 2,962 shares worth $404K. The position accounts for 0.05% of the portfolio, ranked #123.

Affinity Capital Advisors first reported a position in XOM in Q4 2019 and has held it in 13 quarters since. The position peaked at $3.03M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Affinity Capital Advisors held 2,962 shares of ExxonMobil worth $404K as of Q2 2026.
Affinity Capital Advisors sold 14,899 ExxonMobil shares in Q2 2026, an estimated $2.23M.
ExxonMobil made up 0.05% of Affinity Capital Advisors's portfolio in Q2 2026, its #123 holding.
Affinity Capital Advisors first reported a position in ExxonMobil in Q4 2019 and has held it in 13 quarters since.
Affinity Capital Advisors's ExxonMobil position peaked at $3.03M in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.