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 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 $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

Cercano Management's XOM Position: Q1 2026 in Review

Cercano Management increased its ExxonMobil (XOM) stake by 110% in Q1 2026, buying an estimated $365K and bringing the position to 4,783 shares worth $811K. The position accounts for 0.04% of the portfolio, ranked #91.

Cercano Management first reported a position in XOM in Q4 2022 and has held it in 9 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Cercano Management held 4,783 shares of ExxonMobil worth $811K as of Q1 2026.
Cercano Management bought 2,503 ExxonMobil shares in Q1 2026, an estimated $365K.
ExxonMobil made up 0.04% of Cercano Management's portfolio in Q1 2026, its #91 holding.
Cercano Management first reported a position in ExxonMobil in Q4 2022 and has held it in 9 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Cercano Management's 13F filing for Q1 2026, filed 13 May 2026.