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 $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

Fort Point Capital Partners's XOM Position: Q1 2026 in Review

Fort Point Capital Partners increased its ExxonMobil (XOM) stake by 12% in Q1 2026, buying an estimated $70.5K and bringing the position to 4,643 shares worth $788K. The position accounts for 0.1% of the portfolio, ranked #115.

Fort Point Capital Partners first reported a position in XOM in Q4 2013 and has held it in 50 quarters since. The position peaked at $18.6M in Q1 2025. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Fort Point Capital Partners held 4,643 shares of ExxonMobil worth $788K as of Q1 2026.
Fort Point Capital Partners bought 483 ExxonMobil shares in Q1 2026, an estimated $70.5K.
ExxonMobil made up 0.1% of Fort Point Capital Partners's portfolio in Q1 2026, its #115 holding.
Fort Point Capital Partners first reported a position in ExxonMobil in Q4 2013 and has held it in 50 quarters since.
Fort Point Capital Partners's ExxonMobil position peaked at $18.6M in Q1 2025.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.