Applied Capital LLC
XOM icon

Applied Capital LLC’s ExxonMobil XOM Stock Holding History

Applied Capital LLC’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
Q3 		$647K Sell
3,975
-50
-1% -$7.82K 0.26% 72
2026
Q2 		$550K Hold
4,025
– – 0.22% 72
2026
Q1 		$683K Buy
4,025
+920
+30% +$134K 0.32% 70
2025
Q4 		$374K Buy
+3,105
New +$360K 0.22% 79

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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Applied Capital LLC's XOM Position: Q3 2026 in Review

Applied Capital LLC reduced its ExxonMobil (XOM) stake by 1.2% in Q3 2026, selling an estimated $7.82K and leaving 3,975 shares worth $647K. The position accounts for 0.26% of the portfolio, ranked #72.

Applied Capital LLC first reported a position in XOM in Q4 2025 and has held it in 4 quarters since. The position peaked at $683K in Q1 2026. 2,131 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Applied Capital LLC held 3,975 shares of ExxonMobil worth $647K as of Q3 2026.
  • Applied Capital LLC sold 50 ExxonMobil shares in Q3 2026, an estimated $7.82K.
  • ExxonMobil made up 0.26% of Applied Capital LLC's portfolio in Q3 2026, its #72 holding.
  • Applied Capital LLC first reported a position in ExxonMobil in Q4 2025 and has held it in 4 quarters since.
  • Applied Capital LLC's ExxonMobil position peaked at $683K in Q1 2026.
  • 2,131 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Applied Capital LLC's 13F filing for Q3 2026, filed 7 Oct 2026.