Annis Gardner Whiting Capital Advisors’s ExxonMobil XOM Stock Holding History

Annis Gardner Whiting 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	$12.3M	Buy	90,082 +8	+0%	+$1.2K	1.85%	10
2026 Q1	$15.3M	Buy	90,074 +75,356	+512%	+$11M	2.45%	6
2025 Q4	$1.77M	Buy	14,718 +5,017	+52%	+$582K	0.34%	49
2025 Q3	$1.09M	Sell	9,701 -370	-4%	-$41.1K	0.23%	82
2025 Q2	$1.09M	Buy	10,071 +794	+9%	+$84.9K	0.38%	57
2025 Q1	$1.1M	Buy	9,277 +86	+0.9%	+$9.51K	0.47%	46
2024 Q4	$989K	Sell	9,191 -103	-1%	-$12K	0.28%	69
2024 Q3	$1.09M	Sell	9,294 -5	-0.1%	-$577	0.31%	59
2024 Q2	$1.07M	Buy	9,299 +562	+6%	+$65.5K	0.3%	59
2024 Q1	$1.02M	Buy	8,737 +4,345	+99%	+$455K	0.36%	48
2023 Q4	$439K	Sell	4,392 -82	-2%	-$8.62K	0.19%	97
2023 Q3	$526K	Buy	+4,474	New	+$491K	0.28%	65

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

Annis Gardner Whiting Capital Advisors's XOM Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its ExxonMobil (XOM) stake by 0.01% in Q2 2026, buying an estimated $1.2K and bringing the position to 90,082 shares worth $12.3M. The position accounts for 1.85% of the portfolio, ranked #10.

Annis Gardner Whiting Capital Advisors first reported a position in XOM in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.3M in Q1 2026. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 90,082 shares of ExxonMobil worth $12.3M as of Q2 2026.
Annis Gardner Whiting Capital Advisors bought 8 ExxonMobil shares in Q2 2026, an estimated $1.2K.
ExxonMobil made up 1.85% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #10 holding.
Annis Gardner Whiting Capital Advisors first reported a position in ExxonMobil in Q3 2023 and has held it in 12 quarters since.
Annis Gardner Whiting Capital Advisors's ExxonMobil position peaked at $15.3M in Q1 2026.
4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.