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Coastwise Capital Group’s ExxonMobil XOM Stock Holding History

Coastwise Capital Group’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 		$497K Buy
3,637
+403
+12% +$60.3K 0.29% 76
2026
Q1 		$549K Buy
3,234
+288
+10% +$42K 0.3% 68
2025
Q4 		$355K Sell
2,946
-477
-14% -$55.3K 0.18% 103
2025
Q3 		$386K Buy
3,423
+644
+23% +$71.6K 0.27% 82
2025
Q2 		$300K Sell
2,779
-76
-3% -$8.12K 0.24% 92
2025
Q1 		$340K Sell
2,855
-80
-3% -$8.85K 0.29% 83
2024
Q4 		$316K Buy
2,935
+22
+0.8% +$2.57K 0.25% 90
2024
Q3 		$341K Buy
2,913
+103
+4% +$11.9K 0.28% 90
2024
Q2 		$324K Buy
2,810
+9
+0.3% +$1.05K 0.31% 83
2024
Q1 		$326K Buy
2,801
+454
+19% +$47.5K 0.3% 85
2023
Q4 		$235K Sell
2,347
-580
-20% -$61K 0.24% 99
2023
Q3 		$344K Sell
2,927
-583
-17% -$63.9K 0.39% 72
2023
Q2 		$376K Buy
3,510
+718
+26% +$78.3K 0.43% 69
2023
Q1 		$306K Sell
2,792
-882
-24% -$97.6K 0.35% 82
2022
Q4 		$405K Sell
3,674
-3,469
-49% -$372K 0.48% 62
2022
Q3 		$624K Sell
7,143
-1,052
-13% -$96K 0.99% 36
2022
Q2 		$702K Sell
8,195
-1,821
-18% -$164K 0.85% 33
2022
Q1 		$827K Buy
+10,016
New +$779K 1.03% 26

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Coastwise Capital Group's XOM Position: Q2 2026 in Review

Coastwise Capital Group increased its ExxonMobil (XOM) stake by 12% in Q2 2026, buying an estimated $60.3K and bringing the position to 3,637 shares worth $497K. The position accounts for 0.29% of the portfolio, ranked #76.

Coastwise Capital Group first reported a position in XOM in Q1 2022 and has held it in 18 quarters since. The position peaked at $827K in Q1 2022. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Coastwise Capital Group held 3,637 shares of ExxonMobil worth $497K as of Q2 2026.
  • Coastwise Capital Group bought 403 ExxonMobil shares in Q2 2026, an estimated $60.3K.
  • ExxonMobil made up 0.29% of Coastwise Capital Group's portfolio in Q2 2026, its #76 holding.
  • Coastwise Capital Group first reported a position in ExxonMobil in Q1 2022 and has held it in 18 quarters since.
  • Coastwise Capital Group's ExxonMobil position peaked at $827K in Q1 2022.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.