Scotia Capital’s ExxonMobil XOM Stock Holding History

Scotia Capital’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
2016 Q4	–	Sell	-50,000	Closed	-$4.36M	–	891
2016 Q3	$4.36M	Buy	50,000 +30,000	+150%	+$2.66M	0.08%	172
2016 Q2	$1.88M	Hold	20,000	–	–	0.04%	288
2016 Q1	$1.67M	Sell	20,000 -86,500	-81%	-$6.93M	0.04%	270
2015 Q4	$8.3M	Sell	106,500 -78,500	-42%	-$6.28M	0.19%	95
2015 Q3	$13.7M	Buy	185,000 +100,000	+118%	+$7.71M	0.31%	61
2015 Q2	$7.07M	Buy	+85,000	New	+$7.31M	0.14%	121

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

Scotia Capital's XOM Position: Q1 2026 in Review

Scotia Capital reduced its ExxonMobil (XOM) stake by 1.5% in Q1 2026, selling an estimated $510K and leaving 234,988 shares worth $39.9M. The position accounts for 0.16% of the portfolio, ranked #90.

Scotia Capital first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Scotia Capital held 234,988 shares of ExxonMobil worth $39.9M as of Q1 2026.
Scotia Capital sold 3,493 ExxonMobil shares in Q1 2026, an estimated $510K.
ExxonMobil made up 0.16% of Scotia Capital's portfolio in Q1 2026, its #90 holding.
Scotia Capital first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.