Orion Investment Company’s ExxonMobil XOM Stock Holding History

Orion Investment Company’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	$11.5M	Sell	84,277 -475	-0.6%	-$71.1K	3.36%	10
2026 Q1	$14.4M	Buy	84,752 +8	+0%	+$1.17K	4.56%	6
2025 Q4	$10.2M	Sell	84,744 -24	-0%	-$2.78K	3.11%	9
2025 Q3	$9.56M	Buy	84,768 +573	+0.7%	+$63.7K	3.04%	9
2025 Q2	$9.08M	Sell	84,195 -2,030	-2%	-$217K	3.21%	9
2025 Q1	$10.3M	Buy	86,225 +623	+0.7%	+$68.9K	4.19%	5
2024 Q4	$9.21M	Buy	85,602 +1,913	+2%	+$224K	3.67%	7
2024 Q3	$9.81M	Buy	83,689 +587	+0.7%	+$67.8K	3.81%	6
2024 Q2	$9.57M	Buy	+83,102	New	+$9.68M	3.81%	6

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

Orion Investment Company's XOM Position: Q2 2026 in Review

Orion Investment Company reduced its ExxonMobil (XOM) stake by 0.56% in Q2 2026, selling an estimated $71.1K and leaving 84,277 shares worth $11.5M. The position accounts for 3.36% of the portfolio, ranked #10.

Orion Investment Company first reported a position in XOM in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.4M in Q1 2026. 4,239 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Orion Investment Company held 84,277 shares of ExxonMobil worth $11.5M as of Q2 2026.
Orion Investment Company sold 475 ExxonMobil shares in Q2 2026, an estimated $71.1K.
ExxonMobil made up 3.36% of Orion Investment Company's portfolio in Q2 2026, its #10 holding.
Orion Investment Company first reported a position in ExxonMobil in Q2 2024 and has held it in 9 quarters since.
Orion Investment Company's ExxonMobil position peaked at $14.4M in Q1 2026.
4,239 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Orion Investment Company's 13F filing for Q2 2026, filed 11 Aug 2026.