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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Caldwell Sutter Capital's XOM Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its ExxonMobil (XOM) stake by 0.79% in Q1 2026, selling an estimated $16.2K and leaving 13,877 shares worth $2.35M. The position accounts for 0.96% of the portfolio, ranked #22.

Caldwell Sutter Capital first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Caldwell Sutter Capital held 13,877 shares of ExxonMobil worth $2.35M as of Q1 2026.
  • Caldwell Sutter Capital sold 111 ExxonMobil shares in Q1 2026, an estimated $16.2K.
  • ExxonMobil made up 0.96% of Caldwell Sutter Capital's portfolio in Q1 2026, its #22 holding.
  • Caldwell Sutter Capital first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
  • 4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.