Orion Capital Management’s ExxonMobil XOM Stock Holding History

Orion Capital 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	$377K	Hold	2,220	–	–	0.13%	101
2025 Q4	$267K	Hold	2,220	–	–	0.09%	126
2025 Q3	$250K	Hold	2,220	–	–	0.09%	133
2025 Q2	$239K	Sell	2,220 -500	-18%	-$53.4K	0.09%	122
2025 Q1	$323K	Hold	2,720	–	–	0.14%	95
2024 Q4	$293K	Hold	2,720	–	–	0.13%	97
2024 Q3	$319K	Hold	2,720	–	–	0.15%	91
2024 Q2	$313K	Hold	2,720	–	–	0.16%	87
2024 Q1	$316K	Hold	2,720	–	–	0.17%	88
2023 Q4	$272K	Buy	2,720 +1,950	+253%	+$205K	0.16%	97
2023 Q3	$90.5K	Buy	+770	New	+$84.5K	0.06%	164
2023 Q2	–	Sell	-770	Closed	-$84.4K	–	435
2023 Q1	$84.4K	Hold	770	–	–	0.06%	170
2022 Q4	$84.9K	Buy	770 +270	+54%	+$28.9K	0.06%	159
2022 Q3	$44K	Buy	+500	New	+$45.6K	0.04%	211
2022 Q2	–	Sell	-2,200	Closed	-$182K	–	448
2022 Q1	$182K	Sell	2,200 -500	-19%	-$38.9K	0.11%	124
2021 Q4	$165K	Hold	2,700	–	–	0.09%	132
2021 Q3	$159K	Sell	2,700 -600	-18%	-$34.2K	0.1%	129
2021 Q2	$208K	Hold	3,300	–	–	0.13%	108
2021 Q1	$184K	Hold	3,300	–	–	0.13%	106
2020 Q4	$136K	Buy	+3,300	New	+$124K	0.1%	106

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

Orion Capital Management's XOM Position: Q1 2026 in Review

Orion Capital Management held its ExxonMobil (XOM) position steady in Q1 2026 at 2,220 shares worth $377K. The position accounts for 0.13% of the portfolio, ranked #101.

Orion Capital Management first reported a position in XOM in Q4 2020 and has held it in 20 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Orion Capital Management held 2,220 shares of ExxonMobil worth $377K as of Q1 2026.
Orion Capital Management left its ExxonMobil share count unchanged in Q1 2026.
ExxonMobil made up 0.13% of Orion Capital Management's portfolio in Q1 2026, its #101 holding.
Orion Capital Management first reported a position in ExxonMobil in Q4 2020 and has held it in 20 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.