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Regatta Capital Group’s ExxonMobil XOM Stock Holding History

Regatta Capital Group’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
Q1 		$1.16M Sell
6,864
-724
-10% -$106K 0.18% 85
2025
Q4 		$913K Sell
7,588
-337
-4% -$39.1K 0.14% 93
2025
Q3 		$894K Sell
7,925
-517
-6% -$57.5K 0.14% 96
2025
Q2 		$910K Sell
8,442
-73
-0.9% -$7.8K 0.16% 91
2025
Q1 		$1.01M Sell
8,515
-104
-1% -$11.5K 0.2% 78
2024
Q4 		$927K Buy
8,619
+33
+0.4% +$3.86K 0.18% 83
2024
Q3 		$1.01M Buy
8,586
+229
+3% +$26.4K 0.2% 81
2024
Q2 		$962K Buy
8,357
+64
+0.8% +$7.45K 0.21% 80
2024
Q1 		$964K Buy
8,293
+1,988
+32% +$208K 0.22% 77
2023
Q4 		$630K Buy
6,305
+110
+2% +$11.6K 0.17% 92
2023
Q3 		$728K Sell
6,195
-506
-8% -$55.5K 0.23% 76
2023
Q2 		$719K Hold
6,701
– – 0.23% 83
2023
Q1 		$739K Hold
6,701
– – 0.26% 83
2022
Q4 		$739K Buy
6,701
+1,068
+19% +$114K 0.26% 83
2022
Q3 		$482K Buy
5,633
+1,413
+33% +$129K 0.2% 101
2022
Q2 		$361K Sell
4,220
-1,377
-25% -$124K 0.17% 107
2022
Q1 		$462K Buy
5,597
+26
+0.5% +$2.02K 0.16% 106
2021
Q4 		$341K Buy
+5,571
New +$348K 0.12% 135

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Regatta Capital Group's XOM Position: Q1 2026 in Review

Regatta Capital Group reduced its ExxonMobil (XOM) stake by 9.5% in Q1 2026, selling an estimated $106K and leaving 6,864 shares worth $1.16M. The position accounts for 0.18% of the portfolio, ranked #85.

Regatta Capital Group first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. 4,769 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Regatta Capital Group held 6,864 shares of ExxonMobil worth $1.16M as of Q1 2026.
  • Regatta Capital Group sold 724 ExxonMobil shares in Q1 2026, an estimated $106K.
  • ExxonMobil made up 0.18% of Regatta Capital Group's portfolio in Q1 2026, its #85 holding.
  • Regatta Capital Group first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
  • 4,769 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Regatta Capital Group's 13F filing for Q1 2026, filed 15 Apr 2026.