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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
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

Other funds holding XOM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ethos Capital Management's XOM Position: Q2 2026 in Review

Ethos Capital Management increased its ExxonMobil (XOM) stake by 18% in Q2 2026, buying an estimated $399K and bringing the position to 17,467 shares worth $2.39M. The position accounts for 1.7% of the portfolio, ranked #21.

Ethos Capital Management first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.51M in Q1 2026. 2,532 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Ethos Capital Management held 17,467 shares of ExxonMobil worth $2.39M as of Q2 2026.
  • Ethos Capital Management bought 2,663 ExxonMobil shares in Q2 2026, an estimated $399K.
  • ExxonMobil made up 1.7% of Ethos Capital Management's portfolio in Q2 2026, its #21 holding.
  • Ethos Capital Management first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Ethos Capital Management's ExxonMobil position peaked at $2.51M in Q1 2026.
  • 2,532 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Ethos Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.