FORA Capital’s ExxonMobil XOM Stock Holding History

FORA Capital’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	$23.2M	Buy	136,604 +101,117	+285%	+$14.8M	1.7%	4
2025 Q4	$4.27M	Sell	35,487 -30,296	-46%	-$3.51M	0.52%	57
2025 Q3	$7.42M	Buy	65,783 +31,972	+95%	+$3.55M	1.31%	9
2025 Q2	$3.64M	Buy	33,811 +17,930	+113%	+$1.92M	0.4%	64
2025 Q1	$1.89M	Buy	+15,881	New	+$1.76M	0.19%	161
2024 Q4	–	Sell	-5,723	Closed	-$671K	–	624
2024 Q3	$671K	Buy	+5,723	New	+$661K	0.08%	250
2024 Q1	–	Sell	-65,612	Closed	-$6.56M	–	594
2023 Q4	$6.56M	Buy	+65,612	New	+$6.9M	0.56%	55
2023 Q3	–	Sell	-51,483	Closed	-$5.52M	–	596
2023 Q2	$5.52M	Buy	+51,483	New	+$5.62M	0.78%	32
2023 Q1	–	Sell	-55,882	Closed	-$6.16M	–	726
2022 Q4	$6.16M	Sell	55,882 -31,030	-36%	-$3.32M	0.99%	16
2022 Q3	$7.59M	Buy	+86,912	New	+$7.93M	1.46%	7
2021 Q4	–	Sell	-103,095	Closed	-$6.06M	–	488
2021 Q3	$6.06M	Buy	+103,095	New	+$5.88M	1.53%	6
2020 Q3	–	Sell	-29,679	Closed	-$1.33M	–	1031
2020 Q2	$1.33M	Sell	29,679 -194,402	-87%	-$8.72M	0.45%	42
2020 Q1	$8.51M	Buy	224,081 +50,484	+29%	+$2.79M	1.84%	2
2019 Q4	$12.1M	Buy	+173,597	New	+$12M	1.22%	12

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

FORA Capital's XOM Position: Q1 2026 in Review

FORA Capital increased its ExxonMobil (XOM) stake by 285% in Q1 2026, buying an estimated $14.8M and bringing the position to 136,604 shares worth $23.2M. The position accounts for 1.7% of the portfolio, ranked #4.

FORA Capital first reported a position in XOM in Q4 2019 and has held it in 14 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

FORA Capital held 136,604 shares of ExxonMobil worth $23.2M as of Q1 2026.
FORA Capital bought 101,117 ExxonMobil shares in Q1 2026, an estimated $14.8M.
ExxonMobil made up 1.7% of FORA Capital's portfolio in Q1 2026, its #4 holding.
FORA Capital first reported a position in ExxonMobil in Q4 2019 and has held it in 14 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.