Ethos Capital Management
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Ethos Capital Management’s ExxonMobil XOM Stock Holding History

Ethos Capital 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
Q3 		– Sell
-17,467
Closed -$2.39M – 64
2026
Q2 		$2.39M Buy
17,467
+2,663
+18% +$399K 1.7% 21
2026
Q1 		$2.51M Buy
14,804
+2,317
+19% +$338K 2.15% 9
2025
Q4 		$1.5M Buy
+12,487
New +$1.45M 1.42% 25

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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Ethos Capital Management's XOM Position: Q3 2026 in Review

Ethos Capital Management sold out of ExxonMobil (XOM) in Q3 2026, closing a stake of 17,467 shares — an estimated $2.39M sold.

Ethos Capital Management first reported a position in XOM in Q4 2025 and held it in 3 quarters. The position peaked at $2.51M in Q1 2026. 2,538 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Ethos Capital Management reported no remaining ExxonMobil position as of Q3 2026 after selling out during the quarter.
  • Ethos Capital Management sold 17,467 ExxonMobil shares in Q3 2026, an estimated $2.39M.
  • Ethos Capital Management first reported a position in ExxonMobil in Q4 2025 and held it in 3 quarters.
  • Ethos Capital Management's ExxonMobil position peaked at $2.51M in Q1 2026.
  • 2,538 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Ethos Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.