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CoreCap Advisors’s ExxonMobil XOM Stock Holding History

CoreCap Advisors’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 		$3.37M Sell
24,654
-5,112
-17% -$765K 0.1% 188
2026
Q1 		$5.05M Buy
29,766
+5,907
+25% +$862K 0.17% 130
2025
Q4 		$2.87M Buy
23,859
+1,454
+6% +$169K 0.1% 189
2025
Q3 		$2.53M Sell
22,405
-684
-3% -$76K 0.09% 199
2025
Q2 		$2.49M Sell
23,089
-291
-1% -$31.1K 0.1% 182
2025
Q1 		$2.78M Sell
23,380
-302
-1% -$33.4K 0.12% 162
2024
Q4 		$2.55M Sell
23,682
-3,734
-14% -$437K 0.12% 176
2024
Q3 		$3.21M Buy
27,416
+3,540
+15% +$409K 0.15% 142
2024
Q2 		$2.75M Sell
23,876
-51
-0.2% -$5.94K 0.29% 73
2024
Q1 		$2.78M Buy
23,927
+2,198
+10% +$230K 0.15% 140
2023
Q4 		$2.17M Buy
21,729
+4,149
+24% +$436K 0.14% 141
2023
Q3 		$2.07M Sell
17,580
-1,032
-6% -$113K 0.15% 135
2023
Q2 		$2M Buy
+18,612
New +$2.03M 0.14% 139
2022
Q4 		$3.98M Buy
36,118
+15,695
+77% +$1.68M 0.28% 64
2022
Q3 		$1.78M Sell
20,423
-4,877
-19% -$445K 0.15% 122
2022
Q2 		$2.17M Buy
25,300
+8,762
+53% +$790K 0.17% 100
2022
Q1 		$1.37M Sell
16,538
-6,820
-29% -$530K 0.09% 170
2021
Q4 		$1.43M Buy
+23,358
New +$1.46M 0.1% 169

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

CoreCap Advisors's XOM Position: Q2 2026 in Review

CoreCap Advisors reduced its ExxonMobil (XOM) stake by 17% in Q2 2026, selling an estimated $765K and leaving 24,654 shares worth $3.37M. The position accounts for 0.1% of the portfolio, ranked #188.

CoreCap Advisors first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.05M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • CoreCap Advisors held 24,654 shares of ExxonMobil worth $3.37M as of Q2 2026.
  • CoreCap Advisors sold 5,112 ExxonMobil shares in Q2 2026, an estimated $765K.
  • ExxonMobil made up 0.1% of CoreCap Advisors's portfolio in Q2 2026, its #188 holding.
  • CoreCap Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's ExxonMobil position peaked at $5.05M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.