Purkiss Capital Advisors’s ExxonMobil XOM Stock Holding History

Purkiss Capital Advisors’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	$716K	Sell	5,236 -21	-0.4%	-$3.14K	0.27%	80
2026 Q1	$892K	Sell	5,257 -325	-6%	-$47.4K	0.39%	63
2025 Q4	$672K	Sell	5,582 -462	-8%	-$53.6K	0.31%	68
2025 Q3	$681K	Buy	6,044 +83	+1%	+$9.23K	0.33%	66
2025 Q2	$643K	Sell	5,961 -1,044	-15%	-$112K	0.36%	62
2025 Q1	$833K	Buy	7,005 +895	+15%	+$99K	0.63%	33
2024 Q4	$657K	Buy	+6,110	New	+$715K	0.57%	36

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

Purkiss Capital Advisors's XOM Position: Q2 2026 in Review

Purkiss Capital Advisors reduced its ExxonMobil (XOM) stake by 0.4% in Q2 2026, selling an estimated $3.14K and leaving 5,236 shares worth $716K. The position accounts for 0.27% of the portfolio, ranked #80.

Purkiss Capital Advisors first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $892K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Purkiss Capital Advisors held 5,236 shares of ExxonMobil worth $716K as of Q2 2026.
Purkiss Capital Advisors sold 21 ExxonMobil shares in Q2 2026, an estimated $3.14K.
ExxonMobil made up 0.27% of Purkiss Capital Advisors's portfolio in Q2 2026, its #80 holding.
Purkiss Capital Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Purkiss Capital Advisors's ExxonMobil position peaked at $892K in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.