Caerus Investment Advisors’s ExxonMobil XOM Stock Holding History

Caerus Investment 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 Q1	$733K	Buy	4,319 +15	+0.3%	+$2.19K	0.31%	62
2025 Q4	$518K	Buy	4,304 +318	+8%	+$36.9K	0.17%	139
2025 Q3	$449K	Buy	3,986 +1,838	+86%	+$204K	0.18%	131
2025 Q2	$232K	Hold	2,148	–	–	0.22%	30
2025 Q1	$255K	Buy	2,148 +92	+4%	+$10.2K	0.25%	28
2024 Q4	$221K	Hold	2,056	–	–	0.21%	29
2024 Q3	$241K	Hold	2,056	–	–	0.23%	27
2024 Q2	$237K	Buy	2,056 +93	+5%	+$10.8K	0.23%	28
2024 Q1	$228K	Buy	+1,963	New	+$205K	0.22%	31
2023 Q3	–	Sell	-2,872	Closed	-$308K	–	38
2023 Q2	$308K	Buy	+2,872	New	+$313K	0.35%	28
2022 Q4	–	Sell	-2,472	Closed	-$216K	–	61
2022 Q3	$216K	Sell	2,472 -1,400	-36%	-$128K	0.27%	51
2022 Q2	$332K	Hold	3,872	–	–	0.4%	45
2022 Q1	$327K	Buy	+3,872	New	+$301K	0.4%	41

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

Caerus Investment Advisors's XOM Position: Q1 2026 in Review

Caerus Investment Advisors increased its ExxonMobil (XOM) stake by 0.35% in Q1 2026, buying an estimated $2.19K and bringing the position to 4,319 shares worth $733K. The position accounts for 0.31% of the portfolio, ranked #62.

Caerus Investment Advisors first reported a position in XOM in Q1 2022 and has held it in 13 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Caerus Investment Advisors held 4,319 shares of ExxonMobil worth $733K as of Q1 2026.
Caerus Investment Advisors bought 15 ExxonMobil shares in Q1 2026, an estimated $2.19K.
ExxonMobil made up 0.31% of Caerus Investment Advisors's portfolio in Q1 2026, its #62 holding.
Caerus Investment Advisors first reported a position in ExxonMobil in Q1 2022 and has held it in 13 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.