Carmel Capital Partners’s ExxonMobil XOM Stock Holding History

Carmel Capital Partners’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	$836K	Buy	4,926 +1,750	+55%	+$255K	0.3%	71
2025 Q4	$382K	Hold	3,176	–	–	0.13%	90
2025 Q3	$358K	Sell	3,176 -862	-21%	-$95.8K	0.15%	86
2025 Q2	$435K	Sell	4,038 -2,049	-34%	-$219K	0.15%	96
2025 Q1	$724K	Buy	6,087 +30	+0.5%	+$3.32K	0.28%	74
2024 Q4	$652K	Sell	6,057 -47	-0.8%	-$5.5K	0.26%	71
2024 Q3	$716K	Sell	6,104 -2,650	-30%	-$306K	0.28%	73
2024 Q2	$1.01M	Sell	8,754 -42	-0.5%	-$4.89K	0.43%	53
2024 Q1	$1.02M	Buy	8,796 +86	+1%	+$9K	0.42%	48
2023 Q4	$871K	Sell	8,710 -1,054	-11%	-$111K	0.44%	51
2023 Q3	$1.15M	Buy	9,764 +447	+5%	+$49K	0.52%	37
2023 Q2	$999K	Buy	9,317 +121	+1%	+$13.2K	0.51%	43
2023 Q1	$1.01M	Sell	9,196 -128	-1%	-$14.2K	0.6%	37
2022 Q4	$1.03M	Sell	9,324 -497	-5%	-$53.3K	0.71%	27
2022 Q3	$857K	Buy	9,821 +399	+4%	+$36.4K	0.83%	34
2022 Q2	$807K	Sell	9,422 -135	-1%	-$12.2K	0.75%	43
2022 Q1	$789K	Buy	9,557 +143	+2%	+$11.1K	0.66%	45
2021 Q4	$576K	Buy	+9,414	New	+$588K	0.43%	58

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carmel Capital Partners's XOM Position: Q1 2026 in Review

Carmel Capital Partners increased its ExxonMobil (XOM) stake by 55% in Q1 2026, buying an estimated $255K and bringing the position to 4,926 shares worth $836K. The position accounts for 0.3% of the portfolio, ranked #71.

Carmel Capital Partners first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.15M in Q3 2023. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Carmel Capital Partners held 4,926 shares of ExxonMobil worth $836K as of Q1 2026.
Carmel Capital Partners bought 1,750 ExxonMobil shares in Q1 2026, an estimated $255K.
ExxonMobil made up 0.3% of Carmel Capital Partners's portfolio in Q1 2026, its #71 holding.
Carmel Capital Partners first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
Carmel Capital Partners's ExxonMobil position peaked at $1.15M in Q3 2023.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.