Crown Advisors Management’s ExxonMobil XOM Stock Holding History

Crown Advisors 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	$1.91M	Hold	13,940	–	–	1.05%	28
2026 Q1	$2.37M	Hold	13,940	–	–	1.57%	26
2025 Q4	$1.68M	Hold	13,940	–	–	1.1%	31
2025 Q3	$1.57M	Hold	13,940	–	–	1.05%	33
2025 Q2	$1.5M	Hold	13,940	–	–	1.2%	31
2025 Q1	$1.66M	Hold	13,940	–	–	1.46%	29
2024 Q4	$1.5M	Hold	13,940	–	–	0.96%	34
2024 Q3	$1.63M	Hold	13,940	–	–	1.05%	33
2024 Q2	$1.6M	Buy	+13,940	New	+$1.62M	1.03%	33

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

Crown Advisors Management's XOM Position: Q2 2026 in Review

Crown Advisors Management held its ExxonMobil (XOM) position steady in Q2 2026 at 13,940 shares worth $1.91M. The position accounts for 1.05% of the portfolio, ranked #28.

Crown Advisors Management first reported a position in XOM in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.37M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Crown Advisors Management held 13,940 shares of ExxonMobil worth $1.91M as of Q2 2026.
Crown Advisors Management left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 1.05% of Crown Advisors Management's portfolio in Q2 2026, its #28 holding.
Crown Advisors Management first reported a position in ExxonMobil in Q2 2024 and has held it in 9 quarters since.
Crown Advisors Management's ExxonMobil position peaked at $2.37M in Q1 2026.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Crown Advisors Management's 13F filing for Q2 2026, filed 7 Aug 2026.