PYA Waltman Capital’s ExxonMobil XOM Stock Holding History

PYA Waltman Capital’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	$642K	Sell	4,697 -363	-7%	-$54.3K	0.15%	53
2026 Q1	$859K	Sell	5,060 -30	-0.6%	-$4.38K	0.24%	50
2025 Q4	$613K	Sell	5,090 -252	-5%	-$29.2K	0.16%	55
2025 Q3	$602K	Buy	5,342 +151	+3%	+$16.8K	0.16%	56
2025 Q2	$560K	Sell	5,191 -1,617	-24%	-$173K	0.16%	56
2025 Q1	$810K	Sell	6,808 -1,646	-19%	-$182K	0.25%	54
2024 Q4	$909K	Hold	8,454	–	–	0.29%	54
2024 Q3	$991K	Hold	8,454	–	–	0.32%	51
2024 Q2	$973K	Hold	8,454	–	–	0.36%	46
2024 Q1	$983K	Hold	8,454	–	–	0.36%	44
2023 Q4	$845K	Hold	8,454	–	–	0.35%	44
2023 Q3	$994K	Sell	8,454 -338	-4%	-$37.1K	0.42%	40
2023 Q2	$984K	Buy	8,792 +5,277	+150%	+$576K	0.42%	35
2023 Q1	$385K	Buy	3,515 +200	+6%	+$22.1K	0.19%	51
2022 Q4	$366K	Hold	3,315	–	–	0.19%	43
2022 Q3	$289K	Hold	3,315	–	–	0.17%	41
2022 Q2	$284K	Hold	3,315	–	–	0.16%	36
2022 Q1	$274K	Hold	3,315	–	–	0.14%	36
2021 Q4	$203K	Buy	+3,315	New	+$207K	0.1%	41

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

PYA Waltman Capital's XOM Position: Q2 2026 in Review

PYA Waltman Capital reduced its ExxonMobil (XOM) stake by 7.2% in Q2 2026, selling an estimated $54.3K and leaving 4,697 shares worth $642K. The position accounts for 0.15% of the portfolio, ranked #53.

PYA Waltman Capital first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $994K in Q3 2023. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

PYA Waltman Capital held 4,697 shares of ExxonMobil worth $642K as of Q2 2026.
PYA Waltman Capital sold 363 ExxonMobil shares in Q2 2026, an estimated $54.3K.
ExxonMobil made up 0.15% of PYA Waltman Capital's portfolio in Q2 2026, its #53 holding.
PYA Waltman Capital first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
PYA Waltman Capital's ExxonMobil position peaked at $994K in Q3 2023.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on PYA Waltman Capital's 13F filing for Q2 2026, filed 14 Aug 2026.