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Caldwell Sutter Capital’s ExxonMobil XOM Stock Holding History

Caldwell Sutter Capital’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 		$1.88M Sell
13,755
-122
-0.9% -$18.3K 0.71% 31
2026
Q1 		$2.35M Sell
13,877
-111
-0.8% -$16.2K 0.96% 22
2025
Q4 		$1.68M Sell
13,988
-6
-0% -$696 0.71% 33
2025
Q3 		$1.58M Buy
13,994
+14
+0.1% +$1.56K 0.67% 36
2025
Q2 		$1.51M Sell
13,980
-1,317
-9% -$141K 0.69% 35
2025
Q1 		$1.82M Sell
15,297
-312
-2% -$34.5K 0.87% 28
2024
Q4 		$1.68M Buy
15,609
+61
+0.4% +$7.13K 0.78% 35
2024
Q3 		$1.82M Sell
15,548
-112
-0.7% -$12.9K 0.85% 29
2024
Q2 		$1.8M Sell
15,660
-351
-2% -$40.9K 0.89% 21
2024
Q1 		$1.86M Sell
16,011
-267
-2% -$27.9K 0.9% 20
2023
Q4 		$1.63M Sell
16,278
-888
-5% -$93.3K 0.83% 25
2023
Q3 		$2.02M Sell
17,166
-106
-0.6% -$11.6K 1.12% 14
2023
Q2 		$1.85M Buy
17,272
+10,437
+153% +$1.14M 0.97% 20
2023
Q1 		$750K Buy
6,835
+5,565
+438% +$616K 0.55% 47
2022
Q4 		$140K Buy
+1,270
New +$136K 0.12% 129

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

Caldwell Sutter Capital's XOM Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its ExxonMobil (XOM) stake by 0.88% in Q2 2026, selling an estimated $18.3K and leaving 13,755 shares worth $1.88M. The position accounts for 0.71% of the portfolio, ranked #31.

Caldwell Sutter Capital first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.35M in Q1 2026. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Caldwell Sutter Capital held 13,755 shares of ExxonMobil worth $1.88M as of Q2 2026.
  • Caldwell Sutter Capital sold 122 ExxonMobil shares in Q2 2026, an estimated $18.3K.
  • ExxonMobil made up 0.71% of Caldwell Sutter Capital's portfolio in Q2 2026, its #31 holding.
  • Caldwell Sutter Capital first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's ExxonMobil position peaked at $2.35M in Q1 2026.
  • 4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.