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Aspen Grove Capital’s ExxonMobil XOM Stock Holding History

Aspen Grove Capital’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 		$1.26M Sell
9,193
-10
-0.1% -$1.5K 0.18% 63
2026
Q1 		$1.56M Buy
9,203
+142
+2% +$20.7K 0.3% 50
2025
Q4 		$1.09M Buy
9,061
+15
+0.2% +$1.74K 0.19% 60
2025
Q3 		$1.02M Sell
9,046
-2,018
-18% -$224K 0.17% 70
2025
Q2 		$1.19M Buy
11,064
+2,180
+25% +$233K 0.2% 63
2025
Q1 		$1.06M Buy
8,884
+83
+0.9% +$9.18K 0.2% 67
2024
Q4 		$947K Sell
8,801
-21
-0.2% -$2.46K 0.2% 64
2024
Q3 		$1.03M Sell
8,822
-1,140
-11% -$132K 0.23% 63
2024
Q2 		$1.15M Buy
9,962
+924
+10% +$108K 0.27% 58
2024
Q1 		$1.05M Buy
9,038
+1,216
+16% +$127K 0.3% 57
2023
Q4 		$811K Buy
7,822
+267
+4% +$28.1K 0.25% 69
2023
Q3 		$888K Buy
7,555
+120
+2% +$13.2K 0.33% 57
2023
Q2 		$797K Buy
7,435
+745
+11% +$81.3K 0.26% 76
2023
Q1 		$734K Sell
6,690
-744
-10% -$82.3K 0.32% 68
2022
Q4 		$820K Buy
+7,434
New +$797K 0.38% 59

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 $3.38T AUM 44.17% 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

Aspen Grove Capital's XOM Position: Q2 2026 in Review

Aspen Grove Capital reduced its ExxonMobil (XOM) stake by 0.11% in Q2 2026, selling an estimated $1.5K and leaving 9,193 shares worth $1.26M. The position accounts for 0.18% of the portfolio, ranked #63.

Aspen Grove Capital first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.56M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Aspen Grove Capital held 9,193 shares of ExxonMobil worth $1.26M as of Q2 2026.
  • Aspen Grove Capital sold 10 ExxonMobil shares in Q2 2026, an estimated $1.5K.
  • ExxonMobil made up 0.18% of Aspen Grove Capital's portfolio in Q2 2026, its #63 holding.
  • Aspen Grove Capital first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Aspen Grove Capital's ExxonMobil position peaked at $1.56M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.