ELCO Management’s ExxonMobil XOM Stock Holding History

ELCO 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	–	Sell	-1,710	Closed	-$290K	–	186
2026 Q1	$290K	Hold	1,710	–	–	0.14%	128
2025 Q4	$206K	Buy	+1,710	New	+$198K	0.13%	144
2019 Q4	–	Sell	-3,825	Closed	-$270K	–	157
2019 Q3	$270K	Sell	3,825 -60	-2%	-$4.34K	0.16%	121
2019 Q2	$298K	Buy	+3,885	New	+$301K	0.16%	125

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

ELCO Management's XOM Position: Q2 2026 in Review

ELCO Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,710 shares — an estimated $290K sold.

ELCO Management first reported a position in XOM in Q2 2019 and held it in 4 quarters. The position peaked at $298K in Q2 2019. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

ELCO Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
ELCO Management sold 1,710 ExxonMobil shares in Q2 2026, an estimated $290K.
ELCO Management first reported a position in ExxonMobil in Q2 2019 and held it in 4 quarters.
ELCO Management's ExxonMobil position peaked at $298K in Q2 2019.
4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on ELCO Management's 13F filing for Q2 2026, filed 11 Aug 2026.