Kagan Cocozza Asset Management’s ExxonMobil XOM Stock Holding History

Kagan Cocozza Asset 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	$491K	Sell	2,893 -68	-2%	-$9.92K	0.35%	45
2025 Q4	$356K	Sell	2,961 -10	-0.3%	-$1.16K	0.25%	51
2025 Q3	$335K	Sell	2,971 -53	-2%	-$5.89K	0.25%	49
2025 Q2	$326K	Sell	3,024 -1	-0%	-$107	0.25%	49
2025 Q1	$360K	Sell	3,025 -143	-5%	-$15.8K	0.29%	49
2024 Q4	$341K	Buy	+3,168	New	+$371K	0.28%	52

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

Kagan Cocozza Asset Management's XOM Position: Q1 2026 in Review

Kagan Cocozza Asset Management reduced its ExxonMobil (XOM) stake by 2.3% in Q1 2026, selling an estimated $9.92K and leaving 2,893 shares worth $491K. The position accounts for 0.35% of the portfolio, ranked #45.

Kagan Cocozza Asset Management first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Kagan Cocozza Asset Management held 2,893 shares of ExxonMobil worth $491K as of Q1 2026.
Kagan Cocozza Asset Management sold 68 ExxonMobil shares in Q1 2026, an estimated $9.92K.
ExxonMobil made up 0.35% of Kagan Cocozza Asset Management's portfolio in Q1 2026, its #45 holding.
Kagan Cocozza Asset Management first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.