MAI Capital Management’s ExxonMobil XOM Stock Holding History

MAI Capital 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	–	Hold	0	–	–	–	837
2020 Q4	–	Sell	-29,800	Closed	-$1.02M	–	701
2020 Q3	$1.02M	Buy	29,800 +27,100	+1,004%	+$1.11M	0.03%	278
2020 Q2	$121K	Sell	2,700 -300	-10%	-$13.5K	﹤0.01%	523
2020 Q1	$114K	Sell	3,000 -4,600	-61%	-$254K	﹤0.01%	511
2019 Q4	$531K	Hold	7,600	–	–	0.02%	389
2019 Q3	$537K	Buy	7,600 +1,600	+27%	+$116K	0.02%	341
2019 Q2	$460K	Hold	6,000	–	–	0.02%	364
2019 Q1	$485K	Buy	+6,000	New	+$457K	0.02%	300

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

MAI Capital Management's XOM Position: Q2 2026 in Review

MAI Capital Management increased its ExxonMobil (XOM) stake by 13% in Q2 2026, buying an estimated $10.6M and bringing the position to 630,969 shares worth $86.3M. The position accounts for 0.32% of the portfolio, ranked #64.

MAI Capital Management first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $95M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

MAI Capital Management held 630,969 shares of ExxonMobil worth $86.3M as of Q2 2026.
MAI Capital Management bought 71,148 ExxonMobil shares in Q2 2026, an estimated $10.6M.
ExxonMobil made up 0.32% of MAI Capital Management's portfolio in Q2 2026, its #64 holding.
MAI Capital Management first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
MAI Capital Management's ExxonMobil position peaked at $95M in Q1 2026.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.