FFO
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Fortitude Family Office’s ExxonMobil XOM Stock Holding History

Fortitude Family Office’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 		$374K Buy
2,732
+54
+2% +$8.08K 0.07% 105
2026
Q1 		$454K Sell
2,678
-1,123
-30% -$164K 0.1% 92
2025
Q4 		$457K Sell
3,801
-651
-15% -$75.5K 0.11% 102
2025
Q3 		$502K Sell
4,452
-21
-0.5% -$2.33K 0.14% 90
2025
Q2 		$482K Buy
4,473
+135
+3% +$14.4K 0.16% 79
2025
Q1 		$516K Sell
4,338
-545
-11% -$60.3K 0.18% 69
2024
Q4 		$525K Sell
4,883
-721
-13% -$84.3K 0.19% 73
2024
Q3 		$657K Sell
5,604
-2,578
-32% -$298K 0.26% 51
2024
Q2 		$942K Buy
8,182
+3,466
+73% +$404K 0.53% 29
2024
Q1 		$548K Sell
4,716
-99
-2% -$10.4K 0.37% 43
2023
Q4 		$481K Buy
+4,815
New +$506K 0.36% 45

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Fortitude Family Office's XOM Position: Q2 2026 in Review

Fortitude Family Office increased its ExxonMobil (XOM) stake by 2% in Q2 2026, buying an estimated $8.08K and bringing the position to 2,732 shares worth $374K. The position accounts for 0.07% of the portfolio, ranked #105.

Fortitude Family Office first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $942K in Q2 2024. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Fortitude Family Office held 2,732 shares of ExxonMobil worth $374K as of Q2 2026.
  • Fortitude Family Office bought 54 ExxonMobil shares in Q2 2026, an estimated $8.08K.
  • ExxonMobil made up 0.07% of Fortitude Family Office's portfolio in Q2 2026, its #105 holding.
  • Fortitude Family Office first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's ExxonMobil position peaked at $942K in Q2 2024.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.