Osaic Holdings
XOM icon

Osaic Holdings’s ExxonMobil XOM Stock Holding History

Osaic Holdings’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
2022
Q1 		– Sell
-10
Closed -$4K – 7530
2021
Q4 		$4K Buy
+10
New +$625 ﹤0.01% 6797
2020
Q2 		– Sell
-5
Closed -$3K – 6360
2020
Q1 		$3K Buy
+5
New +$276 ﹤0.01% 5586

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Osaic Holdings's XOM Position: Q2 2026 in Review

Osaic Holdings reduced its ExxonMobil (XOM) stake by 9.1% in Q2 2026, selling an estimated $30.7M and leaving 2,051,832 shares worth $281M. The position accounts for 0.33% of the portfolio, ranked #45.

Osaic Holdings first reported a position in XOM in Q1 2020 and has held it in 26 quarters since. The position peaked at $383M in Q1 2026. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Osaic Holdings held 2,051,832 shares of ExxonMobil worth $281M as of Q2 2026.
  • Osaic Holdings sold 204,915 ExxonMobil shares in Q2 2026, an estimated $30.7M.
  • ExxonMobil made up 0.33% of Osaic Holdings's portfolio in Q2 2026, its #45 holding.
  • Osaic Holdings first reported a position in ExxonMobil in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's ExxonMobil position peaked at $383M in Q1 2026.
  • 4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.