Boit C.F. David’s ExxonMobil XOM Stock Holding History

Boit C.F. David’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	$11.5M	Hold	84,053	–	–	4.82%	5
2026 Q1	$14.3M	Hold	84,053	–	–	6.33%	2
2025 Q4	$10.5M	Hold	84,053	–	–	4.53%	5
2025 Q3	$9.48M	Hold	84,053	–	–	4.29%	3
2025 Q2	$9.06M	Hold	84,053	–	–	4.36%	4
2025 Q1	$10M	Hold	84,053	–	–	5.02%	3
2024 Q4	$9.04M	Sell	84,053 -5,200	-6%	-$608K	3.67%	4
2024 Q3	$10.8M	Hold	89,253	–	–	5.36%	3
2024 Q2	$10.3M	Sell	89,253 -3,500	-4%	-$408K	5.35%	3
2024 Q1	$10.8M	Sell	92,753 -5,560	-6%	-$582K	5.88%	3
2023 Q4	$10.1M	Sell	98,313 -2,750	-3%	-$289K	5.73%	3
2023 Q3	$11.7M	Hold	101,063	–	–	8%	1
2023 Q2	$10.8M	Hold	101,063	–	–	7.19%	1
2023 Q1	$11.8M	Hold	101,063	–	–	8.05%	1
2022 Q4	$11.1M	Hold	101,063	–	–	7.95%	1
2022 Q3	$8.82M	Buy	+101,063	New	+$9.23M	7.17%	1
2022 Q1	$8.35M	Sell	101,063 -3,900	-4%	-$303K	5.49%	3
2021 Q4	$6.42M	Hold	104,963	–	–	4.08%	4
2021 Q3	$6.39M	Buy	104,963 +3,087	+3%	+$176K	4.39%	4
2021 Q2	$6.43M	Buy	+101,876	New	+$6.08M	4.89%	4

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

Boit C.F. David's XOM Position: Q2 2026 in Review

Boit C.F. David held its ExxonMobil (XOM) position steady in Q2 2026 at 84,053 shares worth $11.5M. The position accounts for 4.82% of the portfolio, ranked #5.

Boit C.F. David first reported a position in XOM in Q2 2021 and has held it in 20 quarters since. The position peaked at $14.3M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Boit C.F. David held 84,053 shares of ExxonMobil worth $11.5M as of Q2 2026.
Boit C.F. David left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 4.82% of Boit C.F. David's portfolio in Q2 2026, its #5 holding.
Boit C.F. David first reported a position in ExxonMobil in Q2 2021 and has held it in 20 quarters since.
Boit C.F. David's ExxonMobil position peaked at $14.3M in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Boit C.F. David's 13F filing for Q2 2026, filed 30 Jul 2026.