Novare Capital Management’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.83M Sell
13,414
-227
-2% -$34K 0.13% 95
2026
Q1
$2.31M Buy
13,641
+46
+0.3% +$6.71K 0.18% 83
2025
Q4
$1.64M Sell
13,595
-301
-2% -$34.9K 0.12% 93
2025
Q3
$1.57M Sell
13,896
-603
-4% -$67K 0.12% 98
2025
Q2
$1.56M Buy
14,499
+2,442
+20% +$261K 0.13% 102
2025
Q1
$1.43M Sell
12,057
-210
-2% -$23.2K 0.13% 106
2024
Q4
$1.32M Buy
12,267
+16
+0.1% +$1.87K 0.11% 102
2024
Q3
$1.44M Sell
12,251
-50
-0.4% -$5.77K 0.12% 101
2024
Q2
$1.42M Buy
12,301
+23
+0.2% +$2.68K 0.13% 102
2024
Q1
$1.43M Buy
12,278
+2,457
+25% +$257K 0.13% 102
2023
Q4
$982K Sell
9,821
-890
-8% -$93.5K 0.1% 109
2023
Q3
$1.26M Hold
10,711
0.14% 98
2023
Q2
$1.15M Buy
10,711
+670
+7% +$73.1K 0.12% 102
2023
Q1
$1.1M Sell
10,041
-300
-3% -$33.2K 0.13% 102
2022
Q4
$1.14M Sell
10,341
-4,500
-30% -$482K 0.13% 101
2022
Q3
$1.3M Buy
14,841
+4,145
+39% +$378K 0.17% 90
2022
Q2
$916K Sell
10,696
-400
-4% -$36.1K 0.11% 97
2022
Q1
$916K Sell
11,096
-1,780
-14% -$138K 0.1% 101
2021
Q4
$788K Buy
12,876
+1,184
+10% +$74K 0.08% 102
2021
Q3
$688K Sell
11,692
-900
-7% -$51.3K 0.08% 99
2021
Q2
$794K Buy
12,592
+2,173
+21% +$130K 0.09% 95
2021
Q1
$582K Buy
10,419
+36
+0.3% +$1.89K 0.07% 100
2020
Q4
$428K Sell
10,383
-420
-4% -$15.7K 0.06% 104
2020
Q3
$371K Sell
10,803
-8,976
-45% -$367K 0.05% 111
2020
Q2
$885K Buy
19,779
+11,188
+130% +$502K 0.13% 95
2020
Q1
$326K Buy
8,591
+4,495
+110% +$248K 0.06% 112
2019
Q4
$286K Buy
4,096
+1,127
+38% +$77.9K 0.04% 132
2019
Q3
$210K Hold
2,969
0.03% 134
2019
Q2
$228K Sell
2,969
-1,230
-29% -$95.2K 0.03% 129
2019
Q1
$339K Sell
4,199
-38,504
-90% -$2.94M 0.05% 122
2018
Q4
$2.91M Sell
42,703
-5,475
-11% -$430K 0.53% 72
2018
Q3
$3.99M Hold
48,178
0.64% 62
2018
Q2
$3.99M Buy
48,178
+1,002
+2% +$79.8K 0.68% 66
2018
Q1
$3.52M Sell
47,176
-44,188
-48% -$3.53M 0.62% 69
2017
Q4
$7.64M Buy
91,364
+1,711
+2% +$142K 1.3% 17
2017
Q3
$7.35M Buy
89,653
+38,531
+75% +$3.06M 1.29% 17
2017
Q2
$4.13M Buy
51,122
+4,670
+10% +$382K 0.93% 53
2017
Q1
$3.81M Buy
46,452
+4,190
+10% +$350K 0.88% 55
2016
Q4
$3.81M Buy
42,262
+2,094
+5% +$183K 0.94% 55
2016
Q3
$3.51M Buy
40,168
+4,677
+13% +$415K 0.92% 53
2016
Q2
$3.33M Buy
35,491
+1,919
+6% +$170K 0.9% 55
2016
Q1
$2.81M Buy
33,572
+14,680
+78% +$1.18M 0.79% 56
2015
Q4
$1.47M Buy
18,892
+3,421
+22% +$273K 0.4% 75
2015
Q3
$1.15M Sell
15,471
-1,875
-11% -$144K 0.32% 79
2015
Q2
$1.44M Sell
17,346
-327
-2% -$28.1K 0.36% 72
2015
Q1
$1.5M Buy
17,673
+20
+0.1% +$1.77K 0.37% 70
2014
Q4
$1.63M Buy
17,653
+100
+0.6% +$9.32K 0.41% 70
2014
Q3
$1.65M Buy
17,553
+1
+0% +$100 0.4% 72
2014
Q2
$1.77M Sell
17,552
-639
-4% -$64.5K 0.43% 72
2014
Q1
$1.78M Sell
18,191
-660
-4% -$62.9K 0.47% 71
2013
Q4
$1.91M Sell
18,851
-800
-4% -$74K 0.53% 65
2013
Q3
$1.69M Buy
19,651
+1,652
+9% +$149K 0.53% 69
2013
Q2
$1.63M Buy
+17,999
New +$1.62M 0.55% 66

Other funds holding XOM

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

Novare Capital Management reduced its ExxonMobil (XOM) stake by 1.7% in Q2 2026, selling an estimated $34K and leaving 13,414 shares worth $1.83M. The position accounts for 0.13% of the portfolio, ranked #95.

Novare Capital Management first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.64M in Q4 2017. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Novare Capital Management held 13,414 shares of ExxonMobil worth $1.83M as of Q2 2026.
  • Novare Capital Management sold 227 ExxonMobil shares in Q2 2026, an estimated $34K.
  • ExxonMobil made up 0.13% of Novare Capital Management's portfolio in Q2 2026, its #95 holding.
  • Novare Capital Management first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Novare Capital Management's ExxonMobil position peaked at $7.64M in Q4 2017.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.