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Atticus Wealth Management’s ExxonMobil XOM Stock Holding History

Atticus Wealth Management’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 		– Sell
-6,033
Closed -$1.02M – 190
2026
Q1 		$1.02M Buy
6,033
+27
+0.4% +$3.94K 0.28% 57
2025
Q4 		$723K Buy
6,006
+7
+0.1% +$812 0.18% 87
2025
Q3 		$676K Buy
5,999
+27
+0.5% +$3K 0.17% 84
2025
Q2 		$644K Buy
5,972
+2,933
+97% +$314K 0.17% 75
2025
Q1 		$361K Hold
3,039
– – 0.12% 87
2024
Q4 		$327K Hold
3,039
– – 0.1% 91
2024
Q3 		$356K Hold
3,039
– – 0.11% 83
2024
Q2 		$350K Buy
3,039
+175
+6% +$20.4K 0.11% 81
2024
Q1 		$333K Sell
2,864
-1,150
-29% -$120K 0.11% 87
2023
Q4 		$401K Hold
4,014
– – 0.14% 83
2023
Q3 		$472K Hold
4,014
– – 0.18% 73
2023
Q2 		$431K Hold
4,014
– – 0.16% 86
2023
Q1 		$440K Hold
4,014
– – 0.17% 82
2022
Q4 		$443K Buy
4,014
+166
+4% +$17.8K 0.18% 79
2022
Q3 		$330K Hold
3,848
– – 0.16% 87
2022
Q2 		$330K Buy
3,848
+80
+2% +$7.22K 0.14% 101
2022
Q1 		$311K Buy
3,768
+1,000
+36% +$77.7K 0.11% 110
2021
Q4 		$169K Hold
2,768
– – 0.07% 136
2021
Q3 		$163K Hold
2,768
– – 0.07% 116
2021
Q2 		$175K Hold
2,768
– – 0.08% 123
2021
Q1 		$155K Buy
2,768
+1,000
+57% +$52.4K 0.07% 124
2020
Q4 		$73K Sell
1,768
-1,600
-48% -$60K 0.04% 178
2020
Q3 		$116K Sell
3,368
-283
-8% -$11.6K 0.07% 124
2020
Q2 		$163K Sell
3,651
-3,955
-52% -$177K 0.11% 96
2020
Q1 		$289K Sell
7,606
-3,634
-32% -$201K 0.23% 64
2019
Q4 		$784K Buy
+11,240
New +$777K 0.5% 42

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

Atticus Wealth Management's XOM Position: Q2 2026 in Review

Atticus Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 6,033 shares — an estimated $1.02M sold.

Atticus Wealth Management first reported a position in XOM in Q4 2019 and held it in 26 quarters. The position peaked at $1.02M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Atticus Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Atticus Wealth Management sold 6,033 ExxonMobil shares in Q2 2026, an estimated $1.02M.
  • Atticus Wealth Management first reported a position in ExxonMobil in Q4 2019 and held it in 26 quarters.
  • Atticus Wealth Management's ExxonMobil position peaked at $1.02M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.