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SBI Okasan Asset Management’s ExxonMobil XOM Stock Holding History

SBI Okasan 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 		$1.92M Sell
14,100
-1,900
-12% -$284K 0.06% 56
2026
Q1 		$2.74M Sell
16,000
-500
-3% -$73K 0.11% 35
2025
Q4 		$1.99M Buy
+16,500
New +$1.91M 0.11% 38

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SBI Okasan Asset Management's XOM Position: Q2 2026 in Review

SBI Okasan Asset Management reduced its ExxonMobil (XOM) stake by 12% in Q2 2026, selling an estimated $284K and leaving 14,100 shares worth $1.92M. The position accounts for 0.06% of the portfolio, ranked #56.

SBI Okasan Asset Management first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.74M in Q1 2026. 4,256 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • SBI Okasan Asset Management held 14,100 shares of ExxonMobil worth $1.92M as of Q2 2026.
  • SBI Okasan Asset Management sold 1,900 ExxonMobil shares in Q2 2026, an estimated $284K.
  • ExxonMobil made up 0.06% of SBI Okasan Asset Management's portfolio in Q2 2026, its #56 holding.
  • SBI Okasan Asset Management first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • SBI Okasan Asset Management's ExxonMobil position peaked at $2.74M in Q1 2026.
  • 4,256 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.