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 Q2	–	Sell	-4,319	Closed	-$733K	–	389
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 $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

Caerus Investment Advisors's XOM Position: Q2 2026 in Review

Caerus Investment Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 4,319 shares — an estimated $733K sold.

Caerus Investment Advisors first reported a position in XOM in Q1 2022 and held it in 13 quarters. The position peaked at $733K in Q1 2026. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Caerus Investment Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Caerus Investment Advisors sold 4,319 ExxonMobil shares in Q2 2026, an estimated $733K.
Caerus Investment Advisors first reported a position in ExxonMobil in Q1 2022 and held it in 13 quarters.
Caerus Investment Advisors's ExxonMobil position peaked at $733K in Q1 2026.
4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.