Fogel Capital Management’s ExxonMobil XOM Stock Holding History

Fogel 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	$1.02M	Buy	7,463 +3,326	+80%	+$498K	0.41%	32
2026 Q1	$702K	Buy	4,137 +626	+18%	+$91.4K	0.32%	32
2025 Q4	$423K	Buy	3,511 +835	+31%	+$96.8K	0.19%	34
2025 Q3	$302K	Sell	2,676 -305	-10%	-$33.9K	0.14%	45
2025 Q2	$321K	Sell	2,981 -330	-10%	-$35.3K	0.17%	36
2025 Q1	$394K	Buy	3,311 +922	+39%	+$102K	0.21%	32
2024 Q4	$257K	Buy	+2,389	New	+$279K	0.13%	35

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

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

Fogel Capital Management increased its ExxonMobil (XOM) stake by 80% in Q2 2026, buying an estimated $498K and bringing the position to 7,463 shares worth $1.02M. The position accounts for 0.41% of the portfolio, ranked #32.

Fogel Capital Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Fogel Capital Management held 7,463 shares of ExxonMobil worth $1.02M as of Q2 2026.
Fogel Capital Management bought 3,326 ExxonMobil shares in Q2 2026, an estimated $498K.
ExxonMobil made up 0.41% of Fogel Capital Management's portfolio in Q2 2026, its #32 holding.
Fogel Capital Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Fogel Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.