Catherine Avery Investment Management’s ExxonMobil XOM Stock Holding History

Catherine Avery Investment 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	$711K	Sell	5,204 -429	-8%	-$64.2K	0.31%	42
2026 Q1	$956K	Hold	5,633	–	–	0.43%	42
2025 Q4	$678K	Hold	5,633	–	–	0.41%	42
2025 Q3	$635K	Sell	5,633 -180	-3%	-$20K	0.41%	40
2025 Q2	$627K	Hold	5,813	–	–	0.48%	40
2025 Q1	$691K	Sell	5,813 -16	-0.3%	-$1.77K	0.62%	36
2024 Q4	$627K	Buy	+5,829	New	+$682K	0.55%	36

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

Catherine Avery Investment Management's XOM Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its ExxonMobil (XOM) stake by 7.6% in Q2 2026, selling an estimated $64.2K and leaving 5,204 shares worth $711K. The position accounts for 0.31% of the portfolio, ranked #42.

Catherine Avery Investment Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $956K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Catherine Avery Investment Management held 5,204 shares of ExxonMobil worth $711K as of Q2 2026.
Catherine Avery Investment Management sold 429 ExxonMobil shares in Q2 2026, an estimated $64.2K.
ExxonMobil made up 0.31% of Catherine Avery Investment Management's portfolio in Q2 2026, its #42 holding.
Catherine Avery Investment Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Catherine Avery Investment Management's ExxonMobil position peaked at $956K in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.