O'Rourke & Company’s ExxonMobil XOM Stock Holding History

O'Rourke & 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	$212K	Sell	1,549 -221	-12%	-$33.1K	0.07%	165
2026 Q1	$300K	Buy	+1,770	New	+$258K	0.12%	135
2024 Q4	–	Sell	-1,978	Closed	-$232K	–	154
2024 Q3	$232K	Buy	1,978 +117	+6%	+$13.5K	0.12%	135
2024 Q2	$214K	Buy	+1,861	New	+$217K	0.12%	139

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

O'Rourke & Company's XOM Position: Q2 2026 in Review

O'Rourke & Company reduced its ExxonMobil (XOM) stake by 12% in Q2 2026, selling an estimated $33.1K and leaving 1,549 shares worth $212K. The position accounts for 0.07% of the portfolio, ranked #165.

O'Rourke & Company first reported a position in XOM in Q2 2024 and has held it in 4 quarters since. The position peaked at $300K in Q1 2026. 4,239 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

O'Rourke & Company held 1,549 shares of ExxonMobil worth $212K as of Q2 2026.
O'Rourke & Company sold 221 ExxonMobil shares in Q2 2026, an estimated $33.1K.
ExxonMobil made up 0.07% of O'Rourke & Company's portfolio in Q2 2026, its #165 holding.
O'Rourke & Company first reported a position in ExxonMobil in Q2 2024 and has held it in 4 quarters since.
O'Rourke & Company's ExxonMobil position peaked at $300K in Q1 2026.
4,239 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.