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Disciplined Investors’s ExxonMobil XOM Stock Holding History

Disciplined Investors’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 		$958K Sell
7,008
-316
-4% -$47.3K 0.48% 52
2026
Q1 		$1.24M Buy
7,324
+191
+3% +$27.9K 0.74% 42
2025
Q4 		$858K Buy
7,133
+356
+5% +$41.3K 0.56% 51
2025
Q3 		$764K Sell
6,777
-896
-12% -$99.6K 0.54% 48
2025
Q2 		$827K Sell
7,673
-279
-4% -$29.8K 0.64% 41
2025
Q1 		$946K Buy
7,952
+52
+0.7% +$5.75K 0.85% 34
2024
Q4 		$863K Buy
+7,900
New +$924K 0.83% 34

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 $3.38T AUM 44.17% 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 Investors's XOM Position: Q2 2026 in Review

Disciplined Investors reduced its ExxonMobil (XOM) stake by 4.3% in Q2 2026, selling an estimated $47.3K and leaving 7,008 shares worth $958K. The position accounts for 0.48% of the portfolio, ranked #52.

Disciplined Investors first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Disciplined Investors held 7,008 shares of ExxonMobil worth $958K as of Q2 2026.
  • Disciplined Investors sold 316 ExxonMobil shares in Q2 2026, an estimated $47.3K.
  • ExxonMobil made up 0.48% of Disciplined Investors's portfolio in Q2 2026, its #52 holding.
  • Disciplined Investors first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Disciplined Investors's ExxonMobil position peaked at $1.24M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.