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 Q2	$396K	Hold	2,893	–	–	0.25%	52
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 $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

Kagan Cocozza Asset Management's XOM Position: Q2 2026 in Review

Kagan Cocozza Asset Management held its ExxonMobil (XOM) position steady in Q2 2026 at 2,893 shares worth $396K. The position accounts for 0.25% of the portfolio, ranked #52.

Kagan Cocozza Asset Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $491K in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Kagan Cocozza Asset Management held 2,893 shares of ExxonMobil worth $396K as of Q2 2026.
Kagan Cocozza Asset Management left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.25% of Kagan Cocozza Asset Management's portfolio in Q2 2026, its #52 holding.
Kagan Cocozza Asset Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Kagan Cocozza Asset Management's ExxonMobil position peaked at $491K in Q1 2026.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.