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Disciplined Investments’s ExxonMobil XOM Stock Holding History

Disciplined Investments’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 		$1.73M Buy
12,672
+125
+1% +$18.7K 0.56% 47
2026
Q1 		$2.13M Buy
12,547
+2,392
+24% +$349K 0.76% 37
2025
Q4 		$1.22M Buy
10,155
+357
+4% +$41.4K 0.47% 51
2025
Q3 		$1.1M Sell
9,798
-9
-0.1% -$1K 0.44% 50
2025
Q2 		$1.06M Sell
9,807
-46
-0.5% -$4.92K 0.45% 50
2025
Q1 		$1.17M Sell
9,853
-5
-0.1% -$553 0.54% 50
2024
Q4 		$1.06M Buy
9,858
+33
+0.3% +$3.86K 0.52% 51
2024
Q3 		$1.15M Sell
9,825
-16
-0.2% -$1.85K 0.57% 51
2024
Q2 		$1.13M Buy
9,841
+28
+0.3% +$3.26K 0.6% 48
2024
Q1 		$1.14M Sell
9,813
-17
-0.2% -$1.78K 0.62% 46
2023
Q4 		$983K Sell
9,830
-1,573
-14% -$165K 0.58% 52
2023
Q3 		$1.34M Sell
11,403
-1,182
-9% -$130K 0.82% 40
2023
Q2 		$1.35M Sell
12,585
-7,363
-37% -$803K 0.72% 40
2023
Q1 		$2.19M Buy
19,948
+10,435
+110% +$1.15M 0.92% 34
2022
Q4 		$1.05M Sell
9,513
-11,196
-54% -$1.2M 0.51% 54
2022
Q3 		$1.81M Buy
20,709
+143
+0.7% +$13.1K 0.83% 36
2022
Q2 		$1.76M Buy
20,566
+6,435
+46% +$580K 0.8% 39
2022
Q1 		$1.17M Buy
14,131
+266
+2% +$20.7K 0.48% 55
2021
Q4 		$848K Buy
13,865
+446
+3% +$27.9K 0.37% 61
2021
Q3 		$789K Buy
13,419
+594
+5% +$33.9K 0.38% 61
2021
Q2 		$809K Sell
12,825
-84
-0.7% -$5.01K 0.42% 59
2021
Q1 		$721K Buy
12,909
+10,388
+412% +$545K 0.42% 65
2020
Q4 		$104K Sell
2,521
-8
-0.3% -$300 0.07% 110
2020
Q3 		$87K Sell
2,529
-2,280
-47% -$93.2K 0.06% 127
2020
Q2 		$215K Sell
4,809
-137
-3% -$6.14K 0.17% 88
2020
Q1 		$188K Sell
4,946
-434
-8% -$24K 0.18% 83
2019
Q4 		$375K Buy
+5,380
New +$372K 0.32% 64

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Disciplined Investments's XOM Position: Q2 2026 in Review

Disciplined Investments increased its ExxonMobil (XOM) stake by 1% in Q2 2026, buying an estimated $18.7K and bringing the position to 12,672 shares worth $1.73M. The position accounts for 0.56% of the portfolio, ranked #47.

Disciplined Investments first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.19M in Q1 2023. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Disciplined Investments held 12,672 shares of ExxonMobil worth $1.73M as of Q2 2026.
  • Disciplined Investments bought 125 ExxonMobil shares in Q2 2026, an estimated $18.7K.
  • ExxonMobil made up 0.56% of Disciplined Investments's portfolio in Q2 2026, its #47 holding.
  • Disciplined Investments first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • Disciplined Investments's ExxonMobil position peaked at $2.19M in Q1 2023.
  • 4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.