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Callan Family Office’s ExxonMobil XOM Stock Holding History

Callan Family Office’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 		$13.8M Buy
100,839
+2,699
+3% +$404K 0.27% 71
2026
Q1 		$16.7M Sell
98,140
-2,752
-3% -$402K 0.38% 44
2025
Q4 		$12.1M Buy
100,892
+24,214
+32% +$2.81M 0.26% 74
2025
Q3 		$8.65M Buy
76,678
+523
+0.7% +$58.1K 0.28% 74
2025
Q2 		$8.21M Buy
76,155
+43,306
+132% +$4.63M 0.26% 80
2025
Q1 		$3.91M Sell
32,849
-4,496
-12% -$497K 0.29% 75
2024
Q4 		$4.02M Buy
37,345
+27,475
+278% +$3.21M 0.26% 77
2024
Q3 		$1.16M Buy
9,870
+1,850
+23% +$214K 0.19% 62
2024
Q2 		$923K Buy
8,020
+1,264
+19% +$147K 0.18% 61
2024
Q1 		$785K Buy
6,756
+866
+15% +$90.6K 0.18% 49
2023
Q4 		$589K Buy
5,890
+101
+2% +$10.6K 0.15% 50
2023
Q3 		$681K Buy
5,789
+150
+3% +$16.5K 0.18% 50
2023
Q2 		$605K Sell
5,639
-155
-3% -$16.9K 0.16% 57
2023
Q1 		$635K Sell
5,794
-779
-12% -$86.2K 0.15% 84
2022
Q4 		$725K Buy
+6,573
New +$704K 0.23% 44

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 $3.38T AUM 44.17% 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

Callan Family Office's XOM Position: Q2 2026 in Review

Callan Family Office increased its ExxonMobil (XOM) stake by 2.8% in Q2 2026, buying an estimated $404K and bringing the position to 100,839 shares worth $13.8M. The position accounts for 0.27% of the portfolio, ranked #71.

Callan Family Office first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.7M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Callan Family Office held 100,839 shares of ExxonMobil worth $13.8M as of Q2 2026.
  • Callan Family Office bought 2,699 ExxonMobil shares in Q2 2026, an estimated $404K.
  • ExxonMobil made up 0.27% of Callan Family Office's portfolio in Q2 2026, its #71 holding.
  • Callan Family Office first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Callan Family Office's ExxonMobil position peaked at $16.7M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.