Catalina Capital Group’s ExxonMobil XOM Stock Holding History

Catalina Capital Group’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	$395K	Buy	2,330 +80	+4%	+$11.7K	0.24%	83
2025 Q4	$271K	Sell	2,250 -70	-3%	-$8.12K	0.16%	111
2025 Q3	$262K	Sell	2,320 -271	-10%	-$30.1K	0.16%	114
2025 Q2	$279K	Sell	2,591 -1,709	-40%	-$183K	0.18%	104
2025 Q1	$511K	Sell	4,300 -16,924	-80%	-$1.87M	0.33%	66
2024 Q4	$2.28M	Sell	21,224 -665	-3%	-$77.8K	0.75%	27
2024 Q3	$2.57M	Buy	21,889 +2,531	+13%	+$292K	0.86%	25
2024 Q2	$2.23M	Buy	19,358 +5,744	+42%	+$669K	0.84%	24
2024 Q1	$1.58M	Buy	13,614 +9,942	+271%	+$1.04M	0.66%	31
2023 Q4	$367K	Buy	+3,672	New	+$386K	0.25%	78

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

Catalina Capital Group's XOM Position: Q1 2026 in Review

Catalina Capital Group increased its ExxonMobil (XOM) stake by 3.6% in Q1 2026, buying an estimated $11.7K and bringing the position to 2,330 shares worth $395K. The position accounts for 0.24% of the portfolio, ranked #83.

Catalina Capital Group first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.57M in Q3 2024. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Catalina Capital Group held 2,330 shares of ExxonMobil worth $395K as of Q1 2026.
Catalina Capital Group bought 80 ExxonMobil shares in Q1 2026, an estimated $11.7K.
ExxonMobil made up 0.24% of Catalina Capital Group's portfolio in Q1 2026, its #83 holding.
Catalina Capital Group first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
Catalina Capital Group's ExxonMobil position peaked at $2.57M in Q3 2024.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Catalina Capital Group's 13F filing for Q1 2026, filed 23 Apr 2026.