Cercano Management’s ExxonMobil XOM Stock Holding History

Cercano 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	$312K	Sell	2,280 -2,503	-52%	-$375K	0.04%	101
2026 Q1	$811K	Buy	4,783 +2,503	+110%	+$365K	0.04%	91
2025 Q4	$274K	Hold	2,280	–	–	0.01%	125
2025 Q3	$257K	Sell	2,280 -2,336	-51%	-$260K	0.01%	134
2025 Q2	$498K	Buy	4,616 +2,336	+102%	+$250K	0.01%	107
2025 Q1	$271K	Hold	2,280	–	–	0.01%	126
2024 Q4	$245K	Hold	2,280	–	–	0.01%	158
2024 Q3	$267K	Buy	+2,280	New	+$263K	0.01%	140
2023 Q2	–	Sell	-4,000	Closed	-$439K	–	131
2023 Q1	$439K	Hold	4,000	–	–	0.02%	92
2022 Q4	$441K	Buy	+4,000	New	+$429K	0.02%	88

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

Cercano Management's XOM Position: Q2 2026 in Review

Cercano Management reduced its ExxonMobil (XOM) stake by 52% in Q2 2026, selling an estimated $375K and leaving 2,280 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #101.

Cercano Management first reported a position in XOM in Q4 2022 and has held it in 10 quarters since. The position peaked at $811K in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Cercano Management held 2,280 shares of ExxonMobil worth $312K as of Q2 2026.
Cercano Management sold 2,503 ExxonMobil shares in Q2 2026, an estimated $375K.
ExxonMobil made up 0.04% of Cercano Management's portfolio in Q2 2026, its #101 holding.
Cercano Management first reported a position in ExxonMobil in Q4 2022 and has held it in 10 quarters since.
Cercano Management's ExxonMobil position peaked at $811K in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cercano Management's 13F filing for Q2 2026, filed 13 Aug 2026.