Regency Capital Management’s ExxonMobil XOM Stock Holding History

Regency Capital 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 Q1	$440K	Sell	2,596 -4,325	-62%	-$631K	0.2%	51
2025 Q4	$833K	Sell	6,921 -25,071	-78%	-$2.91M	0.35%	46
2025 Q3	$3.61M	Buy	31,992 +29,286	+1,082%	+$3.26M	1.72%	25
2025 Q2	$292K	Sell	2,706 -100	-4%	-$10.7K	0.15%	52
2025 Q1	$334K	Sell	2,806 -36	-1%	-$3.98K	0.2%	37
2024 Q4	$306K	Sell	2,842 -398	-12%	-$46.6K	0.17%	44
2024 Q3	$380K	Sell	3,240 -65	-2%	-$7.5K	0.21%	41
2024 Q2	$380K	Sell	3,305 -215	-6%	-$25K	0.24%	40
2024 Q1	$409K	Buy	3,520 +200	+6%	+$20.9K	0.26%	42
2023 Q4	$332K	Buy	3,320 +1,124	+51%	+$118K	0.22%	45
2023 Q3	$258K	Hold	2,196	–	–	0.22%	41
2023 Q2	$236K	Buy	+2,196	New	+$240K	0.2%	38
2022 Q3	–	Sell	-196	Closed	-$17K	–	85
2022 Q2	$17K	Sell	196 -70	-26%	-$6.31K	0.02%	67
2022 Q1	$22K	Buy	+266	New	+$20.7K	0.02%	84

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Regency Capital Management's XOM Position: Q1 2026 in Review

Regency Capital Management reduced its ExxonMobil (XOM) stake by 62% in Q1 2026, selling an estimated $631K and leaving 2,596 shares worth $440K. The position accounts for 0.2% of the portfolio, ranked #51.

Regency Capital Management first reported a position in XOM in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.61M in Q3 2025. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Regency Capital Management held 2,596 shares of ExxonMobil worth $440K as of Q1 2026.
Regency Capital Management sold 4,325 ExxonMobil shares in Q1 2026, an estimated $631K.
ExxonMobil made up 0.2% of Regency Capital Management's portfolio in Q1 2026, its #51 holding.
Regency Capital Management first reported a position in ExxonMobil in Q1 2022 and has held it in 14 quarters since.
Regency Capital Management's ExxonMobil position peaked at $3.61M in Q3 2025.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Regency Capital Management's 13F filing for Q1 2026, filed 5 May 2026.