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 Q2	$15.4M	Buy	112,856 +16,346	+17%	+$2.45M	0.89%	27
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 $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

Fidelis Capital Partners's XOM Position: Q2 2026 in Review

Fidelis Capital Partners increased its ExxonMobil (XOM) stake by 17% in Q2 2026, buying an estimated $2.45M and bringing the position to 112,856 shares worth $15.4M. The position accounts for 0.89% of the portfolio, ranked #27.

Fidelis Capital Partners first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.4M in Q1 2026. 4,267 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Fidelis Capital Partners held 112,856 shares of ExxonMobil worth $15.4M as of Q2 2026.
Fidelis Capital Partners bought 16,346 ExxonMobil shares in Q2 2026, an estimated $2.45M.
ExxonMobil made up 0.89% of Fidelis Capital Partners's portfolio in Q2 2026, its #27 holding.
Fidelis Capital Partners first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
Fidelis Capital Partners's ExxonMobil position peaked at $16.4M in Q1 2026.
4,267 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.