Aptus Capital Advisors’s ExxonMobil XOM Stock Holding History

Aptus 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
2023 Q3	–	Sell	-550,000	Closed	-$59M	–	933
2023 Q2	$59M	Buy	+550,000	New	+$60M	1.41%	16
2022 Q3	–	Sell	-1,000,000	Closed	-$85.6M	–	820
2022 Q2	$85.6M	Buy	+1,000,000	New	+$90.2M	2.23%	13
2021 Q4	–	Sell	-1,600,000	Closed	-$94.1M	–	596
2021 Q3	$94.1M	Buy	+1,600,000	New	+$91.2M	2.43%	13
2019 Q4	–	Sell	-230,000	Closed	-$16.2M	–	580
2019 Q3	$16.2M	Buy	+230,000	New	+$16.6M	0.91%	21
2019 Q2	–	Sell	-1,637	Closed	-$434K	–	367
2019 Q1	$434K	Buy	+1,637	New	+$125K	0.07%	217

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

Aptus Capital Advisors's XOM Position: Q1 2026 in Review

Aptus Capital Advisors reduced its ExxonMobil (XOM) stake by 4.7% in Q1 2026, selling an estimated $3.59M and leaving 493,998 shares worth $83.8M. The position accounts for 0.66% of the portfolio, ranked #31.

Aptus Capital Advisors first reported a position in XOM in Q4 2018 and has held it in 30 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Aptus Capital Advisors held 493,998 shares of ExxonMobil worth $83.8M as of Q1 2026.
Aptus Capital Advisors sold 24,605 ExxonMobil shares in Q1 2026, an estimated $3.59M.
ExxonMobil made up 0.66% of Aptus Capital Advisors's portfolio in Q1 2026, its #31 holding.
Aptus Capital Advisors first reported a position in ExxonMobil in Q4 2018 and has held it in 30 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.