Fortis Capital Management’s ExxonMobil XOM Stock Holding History

Fortis 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	$512K	Buy	3,748 +154	+4%	+$23K	0.06%	141
2026 Q1	$610K	Sell	3,594 -9	-0.2%	-$1.31K	0.06%	123
2025 Q4	$434K	Buy	3,603 +70	+2%	+$8.12K	0.06%	131
2025 Q3	$398K	Buy	3,533 +704	+25%	+$78.3K	0.06%	124
2025 Q2	$305K	Buy	+2,829	New	+$302K	0.05%	131

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 $3.38T AUM 44.17% 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

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

Fortis Capital Management increased its ExxonMobil (XOM) stake by 4.3% in Q2 2026, buying an estimated $23K and bringing the position to 3,748 shares worth $512K. The position accounts for 0.06% of the portfolio, ranked #141.

Fortis Capital Management first reported a position in XOM in Q2 2025 and has held it in 5 quarters since. The position peaked at $610K in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Fortis Capital Management held 3,748 shares of ExxonMobil worth $512K as of Q2 2026.
Fortis Capital Management bought 154 ExxonMobil shares in Q2 2026, an estimated $23K.
ExxonMobil made up 0.06% of Fortis Capital Management's portfolio in Q2 2026, its #141 holding.
Fortis Capital Management first reported a position in ExxonMobil in Q2 2025 and has held it in 5 quarters since.
Fortis Capital Management's ExxonMobil position peaked at $610K in Q1 2026.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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