PCG Asset Management’s ExxonMobil XOM Stock Holding History

PCG Asset 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 Q3	$548K	Sell	3,365 -3,043	-47%	-$476K	0.39%	55
2026 Q2	$876K	Sell	6,408 -25	-0.4%	-$3.74K	0.63%	36
2026 Q1	$1.09M	Buy	6,433 +383	+6%	+$55.9K	0.87%	29
2025 Q4	$734K	Sell	6,050 -135	-2%	-$15.7K	0.59%	41
2025 Q3	$697K	Sell	6,185 -10	-0.2%	-$1.11K	0.56%	44
2025 Q2	$668K	Sell	6,195 -65	-1%	-$6.95K	0.57%	43
2025 Q1	$715K	Buy	6,260 +235	+4%	+$26K	0.67%	35
2024 Q4	$648K	Buy	+6,025	New	+$705K	0.57%	44

Other funds holding XOM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PCG Asset Management's XOM Position: Q3 2026 in Review

PCG Asset Management reduced its ExxonMobil (XOM) stake by 47% in Q3 2026, selling an estimated $476K and leaving 3,365 shares worth $548K. The position accounts for 0.39% of the portfolio, ranked #55.

PCG Asset Management first reported a position in XOM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.09M in Q1 2026. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

PCG Asset Management held 3,365 shares of ExxonMobil worth $548K as of Q3 2026.
PCG Asset Management sold 3,043 ExxonMobil shares in Q3 2026, an estimated $476K.
ExxonMobil made up 0.39% of PCG Asset Management's portfolio in Q3 2026, its #55 holding.
PCG Asset Management first reported a position in ExxonMobil in Q4 2024 and has held it in 8 quarters since.
PCG Asset Management's ExxonMobil position peaked at $1.09M in Q1 2026.
4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on PCG Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.