Orcam Financial Group’s ExxonMobil XOM Stock Holding History

Orcam Financial Group’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	$858K	Buy	6,274 +1,802	+40%	+$270K	0.42%	42
2026 Q1	$759K	Buy	4,472 +19	+0.4%	+$2.77K	0.54%	26
2025 Q4	$536K	Hold	4,453	–	–	0.4%	38
2025 Q3	$502K	Buy	+4,453	New	+$495K	0.41%	36
2025 Q2	–	Sell	-1,953	Closed	-$232K	–	53
2025 Q1	$232K	Hold	1,953	–	–	0.22%	43
2024 Q4	$210K	Hold	1,953	–	–	0.2%	44
2024 Q3	$229K	Hold	1,953	–	–	0.22%	42
2024 Q2	$225K	Hold	1,953	–	–	0.24%	37
2024 Q1	$227K	Buy	+1,953	New	+$204K	0.25%	36
2023 Q4	–	Sell	-1,953	Closed	-$230K	–	38
2023 Q3	$230K	Hold	1,953	–	–	0.31%	32
2023 Q2	$209K	Sell	1,953 -100	-5%	-$10.9K	0.29%	33
2023 Q1	$225K	Buy	+2,053	New	+$227K	0.31%	31

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

Orcam Financial Group's XOM Position: Q2 2026 in Review

Orcam Financial Group increased its ExxonMobil (XOM) stake by 40% in Q2 2026, buying an estimated $270K and bringing the position to 6,274 shares worth $858K. The position accounts for 0.42% of the portfolio, ranked #42.

Orcam Financial Group first reported a position in XOM in Q1 2023 and has held it in 12 quarters since. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Orcam Financial Group held 6,274 shares of ExxonMobil worth $858K as of Q2 2026.
Orcam Financial Group bought 1,802 ExxonMobil shares in Q2 2026, an estimated $270K.
ExxonMobil made up 0.42% of Orcam Financial Group's portfolio in Q2 2026, its #42 holding.
Orcam Financial Group first reported a position in ExxonMobil in Q1 2023 and has held it in 12 quarters since.
4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Orcam Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.