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Northcape Wealth Management’s ExxonMobil XOM Stock Holding History

Northcape Wealth 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 		$5.42M Buy
39,621
+80
+0.2% +$12K 1.42% 18
2026
Q1 		$6.71M Buy
39,541
+91
+0.2% +$13.3K 1.83% 10
2025
Q4 		$4.75M Buy
39,450
+490
+1% +$56.8K 1.34% 23
2025
Q3 		$4.39M Buy
38,960
+777
+2% +$86.4K 1.28% 24
2025
Q2 		$4.12M Sell
38,183
-2,121
-5% -$227K 1.26% 23
2025
Q1 		$4.79M Buy
40,304
+6,218
+18% +$688K 1.55% 16
2024
Q4 		$3.67M Buy
34,086
+1,705
+5% +$199K 1.18% 26
2024
Q3 		$3.8M Sell
32,381
-267
-0.8% -$30.8K 1.24% 25
2024
Q2 		$3.76M Buy
32,648
+1,210
+4% +$141K 1.35% 22
2024
Q1 		$3.65M Sell
31,438
-2,219
-7% -$232K 1.33% 22
2023
Q4 		$3.37M Buy
33,657
+44
+0.1% +$4.63K 1.22% 23
2023
Q3 		$3.95M Sell
33,613
-1,018
-3% -$112K 1.51% 17
2023
Q2 		$3.71M Buy
34,631
+6,219
+22% +$679K 1.34% 19
2023
Q1 		$3.12M Buy
28,412
+5,720
+25% +$633K 1.13% 26
2022
Q4 		$2.5M Sell
22,692
-25,528
-53% -$2.74M 1.4% 19
2022
Q3 		$4.21M Buy
48,220
+36,732
+320% +$3.35M 1.5% 16
2022
Q2 		$984K Sell
11,488
-17,169
-60% -$1.55M 0.38% 66
2022
Q1 		$2.37M Buy
28,657
+16,923
+144% +$1.32M 0.69% 47
2021
Q4 		$718K Buy
+11,734
New +$733K 0.24% 72

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Northcape Wealth Management's XOM Position: Q2 2026 in Review

Northcape Wealth Management increased its ExxonMobil (XOM) stake by 0.2% in Q2 2026, buying an estimated $12K and bringing the position to 39,621 shares worth $5.42M. The position accounts for 1.42% of the portfolio, ranked #18.

Northcape Wealth Management first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.71M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Northcape Wealth Management held 39,621 shares of ExxonMobil worth $5.42M as of Q2 2026.
  • Northcape Wealth Management bought 80 ExxonMobil shares in Q2 2026, an estimated $12K.
  • ExxonMobil made up 1.42% of Northcape Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Northcape Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Northcape Wealth Management's ExxonMobil position peaked at $6.71M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Northcape Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.