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Dougherty & Associates’s ExxonMobil XOM Stock Holding History

Dougherty & Associates’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 		$320K Hold
2,344
– – 0.26% 47
2026
Q1 		$398K Hold
2,344
– – 0.37% 44
2025
Q4 		$282K Buy
+2,344
New +$272K 0.25% 47

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

Dougherty & Associates's XOM Position: Q2 2026 in Review

Dougherty & Associates held its ExxonMobil (XOM) position steady in Q2 2026 at 2,344 shares worth $320K. The position accounts for 0.26% of the portfolio, ranked #47.

Dougherty & Associates first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $398K in Q1 2026. 4,256 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Dougherty & Associates held 2,344 shares of ExxonMobil worth $320K as of Q2 2026.
  • Dougherty & Associates left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.26% of Dougherty & Associates's portfolio in Q2 2026, its #47 holding.
  • Dougherty & Associates first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Dougherty & Associates's ExxonMobil position peaked at $398K in Q1 2026.
  • 4,256 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.