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Castleview Partners’s ExxonMobil XOM Stock Holding History

Castleview 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
Q2 		$1.52M Sell
11,129
-378
-3% -$56.6K 0.67% 30
2026
Q1 		$1.95M Buy
11,507
+3,769
+49% +$550K 1% 20
2025
Q4 		$931K Buy
7,738
+2,413
+45% +$280K 0.46% 47
2025
Q3 		$600K Buy
5,325
+605
+13% +$67.3K 0.33% 66
2025
Q2 		$509K Buy
4,720
+139
+3% +$14.9K 0.33% 73
2025
Q1 		$545K Sell
4,581
-550
-11% -$60.8K 0.37% 71
2024
Q4 		$551K Buy
5,131
+411
+9% +$48.1K 0.3% 82
2024
Q3 		$553K Buy
4,720
+181
+4% +$20.9K 0.32% 73
2024
Q2 		$523K Buy
4,539
+564
+14% +$65.7K 0.3% 79
2024
Q1 		$462K Buy
3,975
+904
+29% +$94.6K 0.26% 87
2023
Q4 		$307K Sell
3,071
-8
-0.3% -$841 0.22% 107
2023
Q3 		$362K Sell
3,079
-360
-10% -$39.5K 0.33% 66
2023
Q2 		$369K Sell
3,439
-3,255
-49% -$355K 0.33% 66
2023
Q1 		$734K Buy
6,694
+35
+0.5% +$3.87K 0.65% 29
2022
Q4 		$734K Buy
6,659
+489
+8% +$52.4K 0.72% 26
2022
Q3 		$539K Sell
6,170
-47,970
-89% -$4.38M 0.51% 40
2022
Q2 		$1.05M Buy
54,140
+46,854
+643% +$4.23M 0.84% 21
2022
Q1 		$601K Buy
+7,286
New +$566K 0.37% 48
2021
Q2 		$3M Buy
+47,548
New +$2.84M 1.31% 10
2018
Q1 		$2.19M Buy
+29,309
New +$2.34M 1.81% 15

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 $3.37T AUM 44.26% 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

Castleview Partners's XOM Position: Q2 2026 in Review

Castleview Partners reduced its ExxonMobil (XOM) stake by 3.3% in Q2 2026, selling an estimated $56.6K and leaving 11,129 shares worth $1.52M. The position accounts for 0.67% of the portfolio, ranked #30.

Castleview Partners first reported a position in XOM in Q1 2018 and has held it in 20 quarters since. The position peaked at $3M in Q2 2021. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Castleview Partners held 11,129 shares of ExxonMobil worth $1.52M as of Q2 2026.
  • Castleview Partners sold 378 ExxonMobil shares in Q2 2026, an estimated $56.6K.
  • ExxonMobil made up 0.67% of Castleview Partners's portfolio in Q2 2026, its #30 holding.
  • Castleview Partners first reported a position in ExxonMobil in Q1 2018 and has held it in 20 quarters since.
  • Castleview Partners's ExxonMobil position peaked at $3M in Q2 2021.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.