Cardinal Point Capital Management’s ExxonMobil XOM Stock Holding History

Cardinal Point Capital Management’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	$1.36M	Sell	9,941 -409	-4%	-$61.2K	0.08%	109
2026 Q1	$1.76M	Sell	10,350 -1,176	-10%	-$172K	0.11%	89
2025 Q4	$1.39M	Buy	11,526 +4,141	+56%	+$480K	0.09%	101
2025 Q3	$831K	Buy	7,385 +2,885	+64%	+$321K	0.06%	123
2025 Q2	$485K	Buy	+4,500	New	+$481K	0.04%	149
2024 Q4	–	Sell	-1,846	Closed	-$216K	–	93
2024 Q3	$216K	Sell	1,846 -70	-4%	-$8.08K	0.04%	78
2024 Q2	$221K	Hold	1,916	–	–	0.04%	71
2024 Q1	$223K	Buy	+1,916	New	+$200K	0.04%	70
2023 Q4	–	Sell	-10,220	Closed	-$1.2M	–	75
2023 Q3	$1.2M	Buy	10,220 +8,304	+433%	+$911K	0.31%	22
2023 Q2	$205K	Sell	1,916 -500	-21%	-$54.6K	0.06%	65
2023 Q1	$265K	Hold	2,416	–	–	0.08%	68
2022 Q4	$266K	Buy	+2,416	New	+$259K	0.09%	60

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

Cardinal Point Capital Management's XOM Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its ExxonMobil (XOM) stake by 4% in Q2 2026, selling an estimated $61.2K and leaving 9,941 shares worth $1.36M. The position accounts for 0.08% of the portfolio, ranked #109.

Cardinal Point Capital Management first reported a position in XOM in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.76M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Cardinal Point Capital Management held 9,941 shares of ExxonMobil worth $1.36M as of Q2 2026.
Cardinal Point Capital Management sold 409 ExxonMobil shares in Q2 2026, an estimated $61.2K.
ExxonMobil made up 0.08% of Cardinal Point Capital Management's portfolio in Q2 2026, its #109 holding.
Cardinal Point Capital Management first reported a position in ExxonMobil in Q4 2022 and has held it in 12 quarters since.
Cardinal Point Capital Management's ExxonMobil position peaked at $1.76M in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.