Fortress Private Ledger’s ExxonMobil XOM Stock Holding History

Fortress Private Ledger’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	$2.71M	Buy	15,978 +872	+6%	+$127K	0.85%	23
2025 Q4	$1.82M	Buy	15,106 +1,737	+13%	+$201K	0.6%	32
2025 Q3	$1.51M	Buy	13,369 +421	+3%	+$46.8K	0.55%	37
2025 Q2	$1.4M	Buy	12,948 +681	+6%	+$72.8K	0.63%	33
2025 Q1	$1.46M	Sell	12,267 -628	-5%	-$69.5K	0.81%	24
2024 Q4	$1.39M	Buy	+12,895	New	+$1.51M	0.85%	27

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

Fortress Private Ledger's XOM Position: Q1 2026 in Review

Fortress Private Ledger increased its ExxonMobil (XOM) stake by 5.8% in Q1 2026, buying an estimated $127K and bringing the position to 15,978 shares worth $2.71M. The position accounts for 0.85% of the portfolio, ranked #23.

Fortress Private Ledger first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Fortress Private Ledger held 15,978 shares of ExxonMobil worth $2.71M as of Q1 2026.
Fortress Private Ledger bought 872 ExxonMobil shares in Q1 2026, an estimated $127K.
ExxonMobil made up 0.85% of Fortress Private Ledger's portfolio in Q1 2026, its #23 holding.
Fortress Private Ledger first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.