Capital Group Private Client Services’s ExxonMobil XOM Stock Holding History

Capital Group Private Client Services’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	$4.65M	Sell	34,011 -4,692	-12%	-$702K	0.07%	109
2026 Q1	$6.57M	Sell	38,703 -16,187	-29%	-$2.36M	0.11%	89
2025 Q4	$6.61M	Sell	54,890 -1,398	-2%	-$162K	0.11%	107
2025 Q3	$6.35M	Sell	56,288 -198,012	-78%	-$22M	0.11%	113
2025 Q2	$27.4M	Buy	254,300 +146,879	+137%	+$15.7M	0.24%	96
2025 Q1	$12.8M	Sell	107,421 -10,422	-9%	-$1.15M	0.12%	132
2024 Q4	$12.7M	Sell	117,843 -1,919	-2%	-$224K	0.12%	143
2024 Q3	$14M	Sell	119,762 -2,916	-2%	-$337K	0.13%	135
2024 Q2	$14.1M	Sell	122,678 -2,219	-2%	-$258K	0.14%	127
2024 Q1	$14.5M	Buy	124,897 +111,463	+830%	+$11.7M	0.15%	131
2023 Q4	$1.34M	Sell	13,434 -7,410	-36%	-$779K	0.01%	213
2023 Q3	$2.45M	Buy	20,844 +27	+0.1%	+$2.96K	0.03%	172
2023 Q2	$2.23M	Buy	20,817 +643	+3%	+$70.2K	0.03%	175
2023 Q1	$2.21M	Buy	+20,174	New	+$2.23M	0.03%	167

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

Capital Group Private Client Services's XOM Position: Q2 2026 in Review

Capital Group Private Client Services reduced its ExxonMobil (XOM) stake by 12% in Q2 2026, selling an estimated $702K and leaving 34,011 shares worth $4.65M. The position accounts for 0.07% of the portfolio, ranked #109.

Capital Group Private Client Services first reported a position in XOM in Q1 2023 and has held it in 14 quarters since. The position peaked at $27.4M in Q2 2025. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Capital Group Private Client Services held 34,011 shares of ExxonMobil worth $4.65M as of Q2 2026.
Capital Group Private Client Services sold 4,692 ExxonMobil shares in Q2 2026, an estimated $702K.
ExxonMobil made up 0.07% of Capital Group Private Client Services's portfolio in Q2 2026, its #109 holding.
Capital Group Private Client Services first reported a position in ExxonMobil in Q1 2023 and has held it in 14 quarters since.
Capital Group Private Client Services's ExxonMobil position peaked at $27.4M in Q2 2025.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.