Chase Investment Counsel’s ExxonMobil XOM Stock Holding History

Chase Investment Counsel’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	$254K	Sell	1,863 -1,143	-38%	-$171K	0.05%	123
2026 Q1	$509K	Buy	+3,006	New	+$439K	0.13%	107
2025 Q4	–	Sell	-1,867	Closed	-$210K	–	156
2025 Q3	$210K	Buy	+1,867	New	+$208K	0.06%	127
2023 Q1	–	Sell	-4,064	Closed	-$448K	–	110
2022 Q4	$448K	Hold	4,064	–	–	0.27%	60
2022 Q3	$354K	Hold	4,064	–	–	0.22%	64
2022 Q2	$348K	Sell	4,064 -22	-0.5%	-$1.98K	0.19%	79
2022 Q1	$337K	Buy	+4,086	New	+$318K	0.15%	85
2019 Q3	–	Sell	-4,620	Closed	-$354K	–	114
2019 Q2	$354K	Hold	4,620	–	–	0.18%	75
2019 Q1	$373K	Buy	4,620 +1,680	+57%	+$128K	0.19%	74
2018 Q4	$200K	Buy	+2,940	New	+$231K	0.12%	89

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 $3.38T AUM 44.17% 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

Chase Investment Counsel's XOM Position: Q2 2026 in Review

Chase Investment Counsel reduced its ExxonMobil (XOM) stake by 38% in Q2 2026, selling an estimated $171K and leaving 1,863 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #123.

Chase Investment Counsel first reported a position in XOM in Q4 2018 and has held it in 10 quarters since. The position peaked at $509K in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Chase Investment Counsel held 1,863 shares of ExxonMobil worth $254K as of Q2 2026.
Chase Investment Counsel sold 1,143 ExxonMobil shares in Q2 2026, an estimated $171K.
ExxonMobil made up 0.05% of Chase Investment Counsel's portfolio in Q2 2026, its #123 holding.
Chase Investment Counsel first reported a position in ExxonMobil in Q4 2018 and has held it in 10 quarters since.
Chase Investment Counsel's ExxonMobil position peaked at $509K in Q1 2026.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.