Custos Family Office’s ExxonMobil XOM Stock Holding History

Custos Family Office’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	$406K	Sell	2,967 -1,214	-29%	-$182K	0.24%	50
2026 Q1	$709K	Buy	4,181 +138	+3%	+$20.1K	0.49%	25
2025 Q4	$487K	Buy	4,043 +48	+1%	+$5.57K	0.33%	35
2025 Q3	$450K	Buy	3,995 +500	+14%	+$55.6K	0.25%	36
2025 Q2	$377K	Buy	3,495 +659	+23%	+$70.4K	0.12%	50
2025 Q1	$337K	Sell	2,836 -5,450	-66%	-$603K	0.12%	47
2024 Q4	$891K	Buy	+8,286	New	+$969K	0.31%	35
2023 Q2	–	Sell	-7,921	Closed	-$869K	–	50
2023 Q1	$869K	Buy	7,921 +292	+4%	+$32.3K	0.61%	17
2022 Q4	$842K	Buy	+7,629	New	+$817K	0.67%	20

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

Custos Family Office's XOM Position: Q2 2026 in Review

Custos Family Office reduced its ExxonMobil (XOM) stake by 29% in Q2 2026, selling an estimated $182K and leaving 2,967 shares worth $406K. The position accounts for 0.24% of the portfolio, ranked #50.

Custos Family Office first reported a position in XOM in Q4 2022 and has held it in 9 quarters since. The position peaked at $891K in Q4 2024. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Custos Family Office held 2,967 shares of ExxonMobil worth $406K as of Q2 2026.
Custos Family Office sold 1,214 ExxonMobil shares in Q2 2026, an estimated $182K.
ExxonMobil made up 0.24% of Custos Family Office's portfolio in Q2 2026, its #50 holding.
Custos Family Office first reported a position in ExxonMobil in Q4 2022 and has held it in 9 quarters since.
Custos Family Office's ExxonMobil position peaked at $891K in Q4 2024.
4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Custos Family Office's 13F filing for Q2 2026, filed 19 Aug 2026.