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Chapin Davis’s ExxonMobil XOM Stock Holding History

Chapin Davis’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
Q3 		$930K Sell
5,717
-43
-0.7% -$6.72K 0.18% 91
2026
Q2 		$788K Sell
5,760
-500
-8% -$74.8K 0.14% 111
2026
Q1 		$1.06M Buy
6,260
+290
+5% +$42.3K 0.24% 90
2025
Q4 		$718K Sell
5,970
-10
-0.2% -$1.16K 0.17% 115
2025
Q3 		$674K Buy
5,980
+1,373
+30% +$153K 0.17% 118
2025
Q2 		$497K Buy
4,607
+93
+2% +$9.94K 0.14% 137
2025
Q1 		$537K Sell
4,514
-71
-2% -$7.85K 0.18% 120
2024
Q4 		$537K Hold
4,585
– – 0.18% 122
2024
Q3 		$537K Buy
4,585
+59
+1% +$6.81K 0.17% 123
2024
Q2 		$521K Buy
4,526
+8
+0.2% +$932 0.18% 125
2024
Q1 		$525K Sell
4,518
-649
-13% -$67.9K 0.19% 123
2023
Q4 		$517K Sell
5,167
-345
-6% -$36.3K 0.22% 114
2023
Q3 		$648K Sell
5,512
-1,946
-26% -$213K 0.31% 81
2023
Q2 		$800K Sell
7,458
-907
-11% -$99K 0.38% 72
2023
Q1 		$917K Buy
8,365
+48
+0.6% +$5.31K 0.47% 55
2022
Q4 		$917K Buy
+8,317
New +$891K 0.53% 51

Other funds holding XOM

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Chapin Davis's XOM Position: Q3 2026 in Review

Chapin Davis reduced its ExxonMobil (XOM) stake by 0.75% in Q3 2026, selling an estimated $6.72K and leaving 5,717 shares worth $930K. The position accounts for 0.18% of the portfolio, ranked #91.

Chapin Davis first reported a position in XOM in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.06M in Q1 2026. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Chapin Davis held 5,717 shares of ExxonMobil worth $930K as of Q3 2026.
  • Chapin Davis sold 43 ExxonMobil shares in Q3 2026, an estimated $6.72K.
  • ExxonMobil made up 0.18% of Chapin Davis's portfolio in Q3 2026, its #91 holding.
  • Chapin Davis first reported a position in ExxonMobil in Q4 2022 and has held it in 16 quarters since.
  • Chapin Davis's ExxonMobil position peaked at $1.06M in Q1 2026.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.