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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Orcam Financial Group's XOM Position: Q1 2026 in Review

Orcam Financial Group increased its ExxonMobil (XOM) stake by 0.43% in Q1 2026, buying an estimated $2.77K and bringing the position to 4,472 shares worth $759K. The position accounts for 0.54% of the portfolio, ranked #26.

Orcam Financial Group first reported a position in XOM in Q1 2023 and has held it in 11 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Orcam Financial Group held 4,472 shares of ExxonMobil worth $759K as of Q1 2026.
Orcam Financial Group bought 19 ExxonMobil shares in Q1 2026, an estimated $2.77K.
ExxonMobil made up 0.54% of Orcam Financial Group's portfolio in Q1 2026, its #26 holding.
Orcam Financial Group first reported a position in ExxonMobil in Q1 2023 and has held it in 11 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Orcam Financial Group's 13F filing for Q1 2026, filed 12 May 2026.