NWM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northcape Wealth Management's XOM Position: Q1 2026 in Review

Northcape Wealth Management increased its ExxonMobil (XOM) stake by 0.23% in Q1 2026, buying an estimated $13.3K and bringing the position to 39,541 shares worth $6.71M. The position accounts for 1.83% of the portfolio, ranked #10.

Northcape Wealth Management first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Northcape Wealth Management held 39,541 shares of ExxonMobil worth $6.71M as of Q1 2026.
  • Northcape Wealth Management bought 91 ExxonMobil shares in Q1 2026, an estimated $13.3K.
  • ExxonMobil made up 1.83% of Northcape Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Northcape Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Northcape Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.