Fidelis Capital Partners’s ExxonMobil XOM Stock Holding History

Fidelis Capital Partners’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 Q1	$16.4M	Buy	96,510 +4,499	+5%	+$657K	1.17%	19
2025 Q4	$11.1M	Buy	92,011 +2,169	+2%	+$252K	0.8%	26
2025 Q3	$10.1M	Sell	89,842 -1,152	-1%	-$128K	0.79%	24
2025 Q2	$9.69M	Buy	90,994 +513	+0.6%	+$54.8K	0.88%	22
2025 Q1	$9.82M	Buy	90,481 +4,635	+5%	+$513K	1.04%	20
2024 Q4	$9.19M	Buy	85,846 +8,751	+11%	+$1.02M	0.92%	24
2024 Q3	$9.27M	Buy	77,095 +1,548	+2%	+$179K	1.1%	19
2024 Q2	$8.74M	Buy	75,547 +21,905	+41%	+$2.55M	1.24%	17
2024 Q1	$6.24M	Buy	53,642 +9,039	+20%	+$946K	0.95%	23
2023 Q4	$4.46M	Buy	44,603 +6,282	+16%	+$660K	0.99%	17
2023 Q3	$4.51M	Buy	38,321 +707	+2%	+$77.5K	1.54%	11
2023 Q2	$4.03M	Buy	37,614 +3,243	+9%	+$354K	1.47%	11
2023 Q1	$3.74M	Buy	34,371 +28,881	+526%	+$3.19M	1.59%	10
2022 Q4	$596K	Buy	+5,490	New	+$588K	0.7%	44

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelis Capital Partners's XOM Position: Q1 2026 in Review

Fidelis Capital Partners increased its ExxonMobil (XOM) stake by 4.9% in Q1 2026, buying an estimated $657K and bringing the position to 96,510 shares worth $16.4M. The position accounts for 1.17% of the portfolio, ranked #19.

Fidelis Capital Partners first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Fidelis Capital Partners held 96,510 shares of ExxonMobil worth $16.4M as of Q1 2026.
Fidelis Capital Partners bought 4,499 ExxonMobil shares in Q1 2026, an estimated $657K.
ExxonMobil made up 1.17% of Fidelis Capital Partners's portfolio in Q1 2026, its #19 holding.
Fidelis Capital Partners first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.