Regatta Research & Money Management’s ExxonMobil XOM Stock Holding History

Regatta Research & Money 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	$501K	Buy	+3,667	New	+$549K	0.47%	48

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Regatta Research & Money Management's XOM Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in ExxonMobil (XOM) in Q2 2026: 3,667 shares worth $501K. The stake represents 0.47% of the portfolio and ranks #48 among its holdings.

3,509 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Regatta Research & Money Management held 3,667 shares of ExxonMobil worth $501K as of Q2 2026.
ExxonMobil was a new Regatta Research & Money Management position in Q2 2026.
ExxonMobil made up 0.47% of Regatta Research & Money Management's portfolio in Q2 2026, its #48 holding.
3,509 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.