AUA Capital Management’s ExxonMobil XOM Stock Holding History

AUA Capital 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 Q1	$256K	Buy	+1,509	New	+$220K	0.13%	73
2023 Q1	–	Sell	-1,204	Closed	-$133K	–	337
2022 Q4	$133K	Hold	1,204	–	–	0.09%	109
2022 Q3	$105K	Sell	1,204 -305	-20%	-$27.8K	0.07%	109
2022 Q2	$129K	Hold	1,509	–	–	0.07%	112
2022 Q1	$125K	Hold	1,509	–	–	0.07%	113
2021 Q4	$92K	Sell	1,509 -100	-6%	-$6.25K	0.05%	114
2021 Q3	$95K	Hold	1,609	–	–	0.06%	111
2021 Q2	$101K	Sell	1,609 -800	-33%	-$47.8K	0.06%	111
2021 Q1	$134K	Hold	2,409	–	–	0.09%	100
2020 Q4	$99K	Hold	2,409	–	–	0.07%	106
2020 Q3	$83K	Buy	2,409 +800	+50%	+$32.7K	0.07%	105
2020 Q2	$72K	Sell	1,609 -700	-30%	-$31.4K	0.07%	101
2020 Q1	$87K	Hold	2,309	–	–	0.08%	95
2019 Q4	$161K	Sell	2,309 -1,413	-38%	-$97.7K	0.13%	88
2019 Q3	$262K	Hold	3,722	–	–	0.21%	62
2019 Q2	$285K	Hold	3,722	–	–	0.23%	55
2019 Q1	$301K	Hold	3,722	–	–	0.25%	54
2018 Q4	$254K	Hold	3,722	–	–	0.23%	54
2018 Q3	$316K	Hold	3,722	–	–	0.25%	54
2018 Q2	$308K	Hold	3,722	–	–	0.27%	48
2018 Q1	$278K	Sell	3,722 -153	-4%	-$12.2K	0.24%	54
2017 Q4	$324K	Buy	3,875 +100	+3%	+$8.27K	0.29%	46
2017 Q3	$309K	Hold	3,775	–	–	0.28%	47
2017 Q2	$305K	Buy	3,775 +2,837	+302%	+$232K	0.27%	46
2017 Q1	$77K	Sell	938 -2,922	-76%	-$244K	0.08%	79
2016 Q4	$348K	Buy	+3,860	New	+$337K	0.33%	29

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

AUA Capital Management's XOM Position: Q1 2026 in Review

AUA Capital Management opened a new position in ExxonMobil (XOM) in Q1 2026: 1,509 shares worth $256K. The stake represents 0.13% of the portfolio and ranks #73 among its holdings. This is a return to the name: AUA Capital Management previously reported a position in XOM as recently as Q4 2022.

AUA Capital Management first reported a position in XOM in Q4 2016 and has held it in 26 quarters since. The position peaked at $348K in Q4 2016. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

AUA Capital Management held 1,509 shares of ExxonMobil worth $256K as of Q1 2026.
ExxonMobil was a new AUA Capital Management position in Q1 2026.
ExxonMobil made up 0.13% of AUA Capital Management's portfolio in Q1 2026, its #73 holding.
AUA Capital Management first reported a position in ExxonMobil in Q4 2016 and has held it in 26 quarters since.
AUA Capital Management's ExxonMobil position peaked at $348K in Q4 2016.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on AUA Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.