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 $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

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

Aptus Capital Advisors increased its ExxonMobil (XOM) stake by 3.8% in Q2 2026, buying an estimated $2.83M and bringing the position to 512,884 shares worth $70.1M. The position accounts for 0.48% of the portfolio, ranked #47.

Aptus Capital Advisors first reported a position in XOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $83.8M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Aptus Capital Advisors held 512,884 shares of ExxonMobil worth $70.1M as of Q2 2026.
Aptus Capital Advisors bought 18,886 ExxonMobil shares in Q2 2026, an estimated $2.83M.
ExxonMobil made up 0.48% of Aptus Capital Advisors's portfolio in Q2 2026, its #47 holding.
Aptus Capital Advisors first reported a position in ExxonMobil in Q4 2018 and has held it in 31 quarters since.
Aptus Capital Advisors's ExxonMobil position peaked at $83.8M in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.