Satovsky Asset Management’s ExxonMobil XOM Stock Holding History

Satovsky Asset 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 Q2	$837K	Buy	6,118 +40	+0.7%	+$5.99K	0.13%	33
2026 Q1	$1.03M	Buy	6,078 +18	+0.3%	+$2.63K	0.18%	25
2025 Q4	$729K	Buy	6,060 +50	+0.8%	+$5.8K	0.14%	26
2025 Q3	$678K	Buy	6,010 +51	+0.9%	+$5.67K	0.14%	23
2025 Q2	$642K	Buy	5,959 +1,826	+44%	+$195K	0.14%	24
2025 Q1	$491K	Sell	4,133 -121	-3%	-$13.4K	0.11%	26
2024 Q4	$458K	Sell	4,254 -148	-3%	-$17.3K	0.1%	25
2024 Q3	$516K	Buy	4,402 +170	+4%	+$19.6K	0.12%	25
2024 Q2	$487K	Buy	+4,232	New	+$493K	0.12%	24

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

Satovsky Asset Management's XOM Position: Q2 2026 in Review

Satovsky Asset Management increased its ExxonMobil (XOM) stake by 0.66% in Q2 2026, buying an estimated $5.99K and bringing the position to 6,118 shares worth $837K. The position accounts for 0.13% of the portfolio, ranked #33.

Satovsky Asset Management first reported a position in XOM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.03M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Satovsky Asset Management held 6,118 shares of ExxonMobil worth $837K as of Q2 2026.
Satovsky Asset Management bought 40 ExxonMobil shares in Q2 2026, an estimated $5.99K.
ExxonMobil made up 0.13% of Satovsky Asset Management's portfolio in Q2 2026, its #33 holding.
Satovsky Asset Management first reported a position in ExxonMobil in Q2 2024 and has held it in 9 quarters since.
Satovsky Asset Management's ExxonMobil position peaked at $1.03M in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Satovsky Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.