Morton Capital Management’s ExxonMobil XOM Stock Holding History

Morton 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	$1.39M	Buy	10,184 +121	+1%	+$18.1K	0.19%	43
2026 Q1	$1.71M	Buy	10,063 +675	+7%	+$98.5K	0.25%	33
2025 Q4	$1.13M	Buy	9,388 +645	+7%	+$74.8K	0.17%	43
2025 Q3	$986K	Sell	8,743 -1,474	-14%	-$164K	0.16%	47
2025 Q2	$1.1M	Buy	10,217 +275	+3%	+$29.4K	0.2%	45
2025 Q1	$1.18M	Sell	9,942 -717	-7%	-$79.3K	0.23%	41
2024 Q4	$1.15M	Sell	10,659 -63	-0.6%	-$7.37K	0.22%	44
2024 Q3	$1.26M	Buy	10,722 +1,574	+17%	+$182K	0.25%	37
2024 Q2	$1.05M	Sell	9,148 -735	-7%	-$85.6K	0.25%	37
2024 Q1	$1.15M	Sell	9,883 -324	-3%	-$33.9K	0.31%	31
2023 Q4	$1.02M	Sell	10,207 -446	-4%	-$46.9K	0.3%	32
2023 Q3	$1.25M	Buy	10,653 +90	+0.9%	+$9.87K	0.44%	23
2023 Q2	$1.13M	Hold	10,563	–	–	0.39%	29
2023 Q1	$1.16M	Buy	10,563 +589	+6%	+$65.1K	0.41%	24
2022 Q4	$1.1M	Sell	9,974 -27	-0.3%	-$2.89K	0.43%	26
2022 Q3	$873K	Sell	10,001 -614	-6%	-$56.1K	0.4%	26
2022 Q2	$909K	Sell	10,615 -1,995	-16%	-$180K	0.4%	26
2022 Q1	$1.04M	Buy	+12,610	New	+$980K	0.43%	22

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

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

Morton Capital Management increased its ExxonMobil (XOM) stake by 1.2% in Q2 2026, buying an estimated $18.1K and bringing the position to 10,184 shares worth $1.39M. The position accounts for 0.19% of the portfolio, ranked #43.

Morton Capital Management first reported a position in XOM in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.71M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Morton Capital Management held 10,184 shares of ExxonMobil worth $1.39M as of Q2 2026.
Morton Capital Management bought 121 ExxonMobil shares in Q2 2026, an estimated $18.1K.
ExxonMobil made up 0.19% of Morton Capital Management's portfolio in Q2 2026, its #43 holding.
Morton Capital Management first reported a position in ExxonMobil in Q1 2022 and has held it in 18 quarters since.
Morton Capital Management's ExxonMobil position peaked at $1.71M in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.