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Coerente Capital Management’s ExxonMobil XOM Stock Holding History

Coerente Capital 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 		$1.34M Sell
9,798
-125
-1% -$18.7K 0.25% 27
2026
Q1 		$1.68M Sell
9,923
-100
-1% -$14.6K 0.31% 27
2025
Q4 		$1.21M Sell
10,023
-110
-1% -$12.8K 0.22% 28
2025
Q3 		$1.14M Sell
10,133
-25
-0.2% -$2.78K 0.2% 26
2025
Q2 		$1.1M Sell
10,158
-50
-0.5% -$5.34K 0.2% 26
2025
Q1 		$1.21M Sell
10,208
-75
-0.7% -$8.29K 0.24% 25
2024
Q4 		$1.11M Sell
10,283
-15
-0.1% -$1.75K 0.21% 26
2024
Q3 		$1.21M Sell
10,298
-315
-3% -$36.4K 0.23% 26
2024
Q2 		$1.22M Sell
10,613
-2,135
-17% -$249K 0.24% 26
2024
Q1 		$1.48M Buy
12,748
+2,946
+30% +$308K 0.28% 26
2023
Q4 		$980K Buy
9,802
+1,550
+19% +$163K 0.2% 26
2023
Q3 		$970K Sell
8,252
-150
-2% -$16.5K 0.22% 26
2023
Q2 		$901K Sell
8,402
-375
-4% -$40.9K 0.19% 26
2023
Q1 		$962K Sell
8,777
-575
-6% -$63.6K 0.22% 26
2022
Q4 		$1.03M Buy
9,352
+750
+9% +$80.4K 0.23% 27
2022
Q3 		$751K Sell
8,602
-290
-3% -$26.5K 0.18% 27
2022
Q2 		$761K Sell
8,892
-470
-5% -$42.4K 0.17% 27
2022
Q1 		$773K Sell
9,362
-1,142
-11% -$88.8K 0.15% 28
2021
Q4 		$642K Sell
10,504
-100
-0.9% -$6.25K 0.12% 30
2021
Q3 		$623K Sell
10,604
-500
-5% -$28.5K 0.13% 31
2021
Q2 		$700K Sell
11,104
-1,634
-13% -$97.6K 0.15% 30
2021
Q1 		$711K Buy
+12,738
New +$668K 0.16% 31

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Coerente Capital Management's XOM Position: Q2 2026 in Review

Coerente Capital Management reduced its ExxonMobil (XOM) stake by 1.3% in Q2 2026, selling an estimated $18.7K and leaving 9,798 shares worth $1.34M. The position accounts for 0.25% of the portfolio, ranked #27.

Coerente Capital Management first reported a position in XOM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.68M in Q1 2026. 2,177 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Coerente Capital Management held 9,798 shares of ExxonMobil worth $1.34M as of Q2 2026.
  • Coerente Capital Management sold 125 ExxonMobil shares in Q2 2026, an estimated $18.7K.
  • ExxonMobil made up 0.25% of Coerente Capital Management's portfolio in Q2 2026, its #27 holding.
  • Coerente Capital Management first reported a position in ExxonMobil in Q1 2021 and has held it in 22 quarters since.
  • Coerente Capital Management's ExxonMobil position peaked at $1.68M in Q1 2026.
  • 2,177 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Coerente Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.