Cordatus Wealth Management’s ExxonMobil XOM Stock Holding History

Cordatus Wealth 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	$1.04M	Buy	7,643 +4	+0.1%	+$599	0.23%	79
2026 Q1	$1.3M	Buy	7,639 +212	+3%	+$30.9K	0.31%	73
2025 Q4	$894K	Buy	7,427 +105	+1%	+$12.2K	0.21%	79
2025 Q3	$825K	Sell	7,322 -284	-4%	-$31.6K	0.19%	85
2025 Q2	$820K	Sell	7,606 -145	-2%	-$15.5K	0.2%	86
2025 Q1	$922K	Buy	7,751 +313	+4%	+$34.6K	0.25%	78
2024 Q4	$800K	Buy	7,438 +341	+5%	+$39.9K	0.21%	82
2024 Q3	$832K	Buy	7,097 +1,620	+30%	+$187K	0.3%	62
2024 Q2	$630K	Buy	5,477 +78	+1%	+$9.08K	0.24%	72
2024 Q1	$627K	Buy	5,399 +63	+1%	+$6.59K	0.45%	37
2023 Q4	$533K	Sell	5,336 -125	-2%	-$13.1K	0.44%	35
2023 Q3	$642K	Sell	5,461 -132	-2%	-$14.5K	0.59%	32
2023 Q2	$600K	Buy	+5,593	New	+$610K	0.23%	79
2020 Q1	–	Sell	-11,070	Closed	-$772K	–	147
2019 Q4	$772K	Buy	11,070 +2,414	+28%	+$167K	0.38%	92
2019 Q3	$611K	Buy	8,656 +1,190	+16%	+$86K	0.32%	96
2019 Q2	$572K	Buy	7,466 +296	+4%	+$22.9K	0.33%	90
2019 Q1	$579K	Buy	7,170 +958	+15%	+$73K	0.32%	96
2018 Q4	$424K	Buy	+6,212	New	+$487K	0.3%	83

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 $3.37T AUM 44.26% 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

Cordatus Wealth Management's XOM Position: Q2 2026 in Review

Cordatus Wealth Management increased its ExxonMobil (XOM) stake by 0.05% in Q2 2026, buying an estimated $599 and bringing the position to 7,643 shares worth $1.04M. The position accounts for 0.23% of the portfolio, ranked #79.

Cordatus Wealth Management first reported a position in XOM in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.3M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Cordatus Wealth Management held 7,643 shares of ExxonMobil worth $1.04M as of Q2 2026.
Cordatus Wealth Management bought 4 ExxonMobil shares in Q2 2026, an estimated $599.
ExxonMobil made up 0.23% of Cordatus Wealth Management's portfolio in Q2 2026, its #79 holding.
Cordatus Wealth Management first reported a position in ExxonMobil in Q4 2018 and has held it in 18 quarters since.
Cordatus Wealth Management's ExxonMobil position peaked at $1.3M in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.