Montis Financial’s ExxonMobil XOM Stock Holding History

Montis Financial’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	$526K	Buy	3,848 +514	+15%	+$76.9K	0.11%	96
2026 Q1	$566K	Buy	3,334 +226	+7%	+$33K	0.12%	87
2025 Q4	$374K	Buy	3,108 +172	+6%	+$19.9K	0.07%	115
2025 Q3	$331K	Sell	2,936 -3,012	-51%	-$335K	0.08%	124
2025 Q2	$641K	Sell	5,948 -485	-8%	-$51.8K	0.18%	74
2025 Q1	$765K	Buy	6,433 +3,085	+92%	+$341K	0.23%	60
2024 Q4	$360K	Buy	+3,348	New	+$392K	0.11%	106
2023 Q2	–	Sell	-1,846	Closed	-$202K	–	68
2023 Q1	$202K	Sell	1,846 -3,872	-68%	-$428K	0.16%	60
2022 Q4	$631K	Sell	5,718 -35	-0.6%	-$3.75K	0.53%	26
2022 Q3	$502K	Hold	5,753	–	–	0.48%	31
2022 Q2	$493K	Hold	5,753	–	–	0.46%	32
2022 Q1	$475K	Sell	5,753 -4,307	-43%	-$335K	0.37%	34
2021 Q4	$616K	Buy	10,060 +5,815	+137%	+$363K	0.45%	31
2021 Q3	$262K	Sell	4,245 -3,497	-45%	-$199K	0.22%	48
2021 Q2	$488K	Hold	7,742	–	–	0.4%	32
2021 Q1	$444K	Sell	7,742 -239	-3%	-$12.5K	0.41%	34
2020 Q4	$362K	Buy	+7,981	New	+$299K	0.36%	40

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 $3.37T AUM 44.26% 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

Montis Financial's XOM Position: Q2 2026 in Review

Montis Financial increased its ExxonMobil (XOM) stake by 15% in Q2 2026, buying an estimated $76.9K and bringing the position to 3,848 shares worth $526K. The position accounts for 0.11% of the portfolio, ranked #96.

Montis Financial first reported a position in XOM in Q4 2020 and has held it in 17 quarters since. The position peaked at $765K in Q1 2025. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Montis Financial held 3,848 shares of ExxonMobil worth $526K as of Q2 2026.
Montis Financial bought 514 ExxonMobil shares in Q2 2026, an estimated $76.9K.
ExxonMobil made up 0.11% of Montis Financial's portfolio in Q2 2026, its #96 holding.
Montis Financial first reported a position in ExxonMobil in Q4 2020 and has held it in 17 quarters since.
Montis Financial's ExxonMobil position peaked at $765K in Q1 2025.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.