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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
2026
Q2 		$1.12M Buy
+8,200
New +$1.23M 0.01% 604
2026
Q1 		– Sell
-8,400
Closed -$1.01M – 1795
2025
Q4 		$1.01M Hold
8,400
– – 0.01% 576
2025
Q3 		$947K Buy
+8,400
New +$934K 0.01% 562
2020
Q1 		– Sell
-43,200
Closed -$3.01M – 542
2019
Q4 		$3.01M Buy
43,200
+7,800
+22% +$539K 0.21% 90
2019
Q3 		$2.5M Buy
+35,400
New +$2.56M 0.14% 94

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
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.