American Capital Advisory’s ExxonMobil XOM Stock Holding History

American Capital Advisory’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	$551K	Sell	4,030 -986	-20%	-$148K	0.2%	71
2026 Q1	$851K	Sell	5,016 -39	-0.8%	-$5.69K	0.34%	51
2025 Q4	$608K	Buy	5,055 +29	+0.6%	+$3.36K	0.26%	66
2025 Q3	$567K	Buy	5,026 +1	+0%	+$111	0.26%	66
2025 Q2	$542K	Buy	5,025 +39	+0.8%	+$4.17K	0.27%	62
2025 Q1	$593K	Buy	4,986 +50	+1%	+$5.53K	0.32%	56
2024 Q4	$531K	Sell	4,936 -290	-6%	-$33.9K	0.29%	63
2024 Q3	$613K	Sell	5,226 -134	-3%	-$15.5K	0.36%	56
2024 Q2	$536K	Buy	5,360 +2,127	+66%	+$248K	0.38%	52
2024 Q1	$355K	Sell	3,233 -2,127	-40%	-$223K	0.31%	65
2023 Q4	$536K	Buy	+5,360	New	+$563K	0.38%	52

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

American Capital Advisory's XOM Position: Q2 2026 in Review

American Capital Advisory reduced its ExxonMobil (XOM) stake by 20% in Q2 2026, selling an estimated $148K and leaving 4,030 shares worth $551K. The position accounts for 0.2% of the portfolio, ranked #71.

American Capital Advisory first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $851K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

American Capital Advisory held 4,030 shares of ExxonMobil worth $551K as of Q2 2026.
American Capital Advisory sold 986 ExxonMobil shares in Q2 2026, an estimated $148K.
ExxonMobil made up 0.2% of American Capital Advisory's portfolio in Q2 2026, its #71 holding.
American Capital Advisory first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
American Capital Advisory's ExxonMobil position peaked at $851K in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.