Fort Point Capital Partners’s ExxonMobil XOM Stock Holding History

Fort Point 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
2024 Q1	–	Sell	-303,200	Closed	-$30.3M	–	340
2023 Q4	$30.3M	Buy	303,200 +151,600	+100%	+$15.9M	4.31%	2
2023 Q3	$17.8M	Hold	151,600	–	–	2.72%	8
2023 Q2	$16.3M	Sell	151,600 -8,900	-6%	-$971K	2.29%	12
2023 Q1	$17.6M	Hold	160,500	–	–	2.67%	6
2022 Q4	$17.7M	Hold	160,500	–	–	2.76%	7
2022 Q3	$14M	Hold	160,500	–	–	2.34%	9
2022 Q2	$13.7M	Hold	160,500	–	–	2.24%	9
2022 Q1	$13.3M	Buy	+160,500	New	+$12.5M	1.85%	12

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

Fort Point Capital Partners's XOM Position: Q2 2026 in Review

Fort Point Capital Partners reduced its ExxonMobil (XOM) stake by 3.5% in Q2 2026, selling an estimated $24.5K and leaving 4,479 shares worth $612K. The position accounts for 0.04% of the portfolio, ranked #148.

Fort Point Capital Partners first reported a position in XOM in Q4 2013 and has held it in 51 quarters since. The position peaked at $18.6M in Q1 2025. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Fort Point Capital Partners held 4,479 shares of ExxonMobil worth $612K as of Q2 2026.
Fort Point Capital Partners sold 164 ExxonMobil shares in Q2 2026, an estimated $24.5K.
ExxonMobil made up 0.04% of Fort Point Capital Partners's portfolio in Q2 2026, its #148 holding.
Fort Point Capital Partners first reported a position in ExxonMobil in Q4 2013 and has held it in 51 quarters since.
Fort Point Capital Partners's ExxonMobil position peaked at $18.6M in Q1 2025.
4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.