Recurrent Investment Advisors’s ExxonMobil XOM Stock Holding History

Recurrent Investment 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	$7.97M	Buy	58,314 +14	+0%	+$2.1K	0.49%	30
2026 Q1	$9.89M	Buy	58,300 +900	+2%	+$131K	0.6%	27
2025 Q4	$6.91M	Sell	57,400 -377	-0.7%	-$43.7K	0.51%	25
2025 Q3	$6.51M	Buy	57,777 +11	+0%	+$1.22K	0.5%	27
2025 Q2	$6.23M	Buy	57,766 +5,635	+11%	+$602K	0.5%	24
2025 Q1	$6.2M	Buy	52,131 +806	+2%	+$89.1K	0.53%	23
2024 Q4	$5.52M	Buy	51,325 +41,376	+416%	+$4.84M	0.51%	23
2024 Q3	$1.17M	Sell	9,949 -666	-6%	-$76.9K	0.12%	37
2024 Q2	$1.22M	Sell	10,615 -203	-2%	-$23.6K	0.13%	36
2024 Q1	$1.26M	Hold	10,818	–	–	0.15%	34
2023 Q4	$1.08M	Sell	10,818 -1,183	-10%	-$124K	0.16%	33
2023 Q3	$1.41M	Buy	12,001 +10	+0.1%	+$1.1K	0.21%	36
2023 Q2	$1.29M	Buy	11,991 +545	+5%	+$59.5K	0.22%	39
2023 Q1	$1.26M	Hold	11,446	–	–	0.25%	34
2022 Q4	$1.26M	Hold	11,446	–	–	0.27%	32
2022 Q3	$999K	Buy	11,446 +1,993	+21%	+$182K	0.27%	32
2022 Q2	$810K	Hold	9,453	–	–	0.25%	35
2022 Q1	$781K	Hold	9,453	–	–	0.25%	37
2021 Q4	$578K	Hold	9,453	–	–	0.23%	40
2021 Q3	$556K	Hold	9,453	–	–	0.24%	37
2021 Q2	$596K	Hold	9,453	–	–	0.3%	39
2021 Q1	$528K	Hold	9,453	–	–	0.33%	42
2020 Q4	$390K	Buy	9,453 +91	+1%	+$3.41K	0.29%	41
2020 Q3	$321K	Hold	9,362	–	–	0.34%	38
2020 Q2	$419K	Hold	9,362	–	–	0.39%	37
2020 Q1	$355K	Hold	9,362	–	–	0.67%	31
2019 Q4	$653K	Buy	+9,362	New	+$647K	0.83%	30

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

Recurrent Investment Advisors's XOM Position: Q2 2026 in Review

Recurrent Investment Advisors increased its ExxonMobil (XOM) stake by 0.02% in Q2 2026, buying an estimated $2.1K and bringing the position to 58,314 shares worth $7.97M. The position accounts for 0.49% of the portfolio, ranked #30.

Recurrent Investment Advisors first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.89M in Q1 2026. 4,272 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Recurrent Investment Advisors held 58,314 shares of ExxonMobil worth $7.97M as of Q2 2026.
Recurrent Investment Advisors bought 14 ExxonMobil shares in Q2 2026, an estimated $2.1K.
ExxonMobil made up 0.49% of Recurrent Investment Advisors's portfolio in Q2 2026, its #30 holding.
Recurrent Investment Advisors first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
Recurrent Investment Advisors's ExxonMobil position peaked at $9.89M in Q1 2026.
4,272 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Recurrent Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.