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 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 $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

Fortis Capital Management's XOM Position: Q1 2026 in Review

Fortis Capital Management reduced its ExxonMobil (XOM) stake by 0.25% in Q1 2026, selling an estimated $1.31K and leaving 3,594 shares worth $610K. The position accounts for 0.06% of the portfolio, ranked #123.

Fortis Capital Management first reported a position in XOM in Q2 2025 and has held it in 4 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Fortis Capital Management held 3,594 shares of ExxonMobil worth $610K as of Q1 2026.
Fortis Capital Management sold 9 ExxonMobil shares in Q1 2026, an estimated $1.31K.
ExxonMobil made up 0.06% of Fortis Capital Management's portfolio in Q1 2026, its #123 holding.
Fortis Capital Management first reported a position in ExxonMobil in Q2 2025 and has held it in 4 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Fortis Capital Management's 13F filing for Q1 2026, filed 12 May 2026.