Next Capital Management’s ExxonMobil XOM Stock Holding History

Next 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	$784K	Hold	5,735	–	–	0.21%	65
2026 Q1	$973K	Buy	5,735 +190	+3%	+$27.7K	0.29%	59
2025 Q4	$667K	Sell	5,545 -199	-3%	-$23.1K	0.21%	69
2025 Q3	$648K	Sell	5,744 -778	-12%	-$86.5K	0.22%	72
2025 Q2	$703K	Buy	6,522 +739	+13%	+$79K	0.26%	69
2025 Q1	$688K	Sell	5,783 -61	-1%	-$6.75K	0.33%	61
2024 Q4	$629K	Buy	+5,844	New	+$684K	0.25%	71
2022 Q2	–	Sell	-12,303	Closed	-$1.02M	–	127
2022 Q1	$1.02M	Hold	12,303	–	–	0.69%	37
2021 Q4	$753K	Sell	12,303 -7,736	-39%	-$483K	0.51%	45
2021 Q3	$1.18M	Sell	20,039 -2,500	-11%	-$142K	0.86%	32
2021 Q2	$1.42M	Hold	22,539	–	–	0.91%	28
2021 Q1	$1.26M	Sell	22,539 -45,888	-67%	-$2.41M	0.82%	31
2020 Q4	$2.82M	Buy	68,427 +651	+1%	+$24.4K	1.98%	16
2020 Q3	$2.33M	Buy	67,776 +21,534	+47%	+$880K	1.55%	20
2020 Q2	$2.07M	Hold	46,242	–	–	1.46%	20
2020 Q1	$1.76M	Buy	+46,242	New	+$2.55M	1.41%	23
2019 Q4	–	Sell	-1,291	Closed	-$91K	–	229
2019 Q3	$91K	Sell	1,291 -892	-41%	-$64.5K	0.06%	111
2019 Q2	$167K	Buy	2,183 +892	+69%	+$69.1K	0.11%	89
2019 Q1	$104K	Hold	1,291	–	–	0.09%	108
2018 Q4	$88K	Buy	+1,291	New	+$101K	0.08%	107

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

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

Next Capital Management held its ExxonMobil (XOM) position steady in Q2 2026 at 5,735 shares worth $784K. The position accounts for 0.21% of the portfolio, ranked #65.

Next Capital Management first reported a position in XOM in Q4 2018 and has held it in 20 quarters since. The position peaked at $2.82M in Q4 2020. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Next Capital Management held 5,735 shares of ExxonMobil worth $784K as of Q2 2026.
Next Capital Management left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.21% of Next Capital Management's portfolio in Q2 2026, its #65 holding.
Next Capital Management first reported a position in ExxonMobil in Q4 2018 and has held it in 20 quarters since.
Next Capital Management's ExxonMobil position peaked at $2.82M in Q4 2020.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Next Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.