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Shearwater Capital’s ExxonMobil XOM Stock Holding History

Shearwater 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
2026
Q2 		$237K Hold
1,731
– – 0.11% 61
2026
Q1 		$294K Hold
1,731
– – 0.15% 54
2025
Q4 		$208K Buy
+1,731
New +$201K 0.12% 51
2025
Q2 		– Sell
-1,731
Closed -$206K – 51
2025
Q1 		$206K Buy
+1,731
New +$191K 0.14% 44
2024
Q4 		– Sell
-1,731
Closed -$203K – 48
2024
Q3 		$203K Buy
+1,731
New +$200K 0.14% 45

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

Shearwater Capital's XOM Position: Q2 2026 in Review

Shearwater Capital held its ExxonMobil (XOM) position steady in Q2 2026 at 1,731 shares worth $237K. The position accounts for 0.11% of the portfolio, ranked #61.

Shearwater Capital first reported a position in XOM in Q3 2024 and has held it in 5 quarters since. The position peaked at $294K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Shearwater Capital held 1,731 shares of ExxonMobil worth $237K as of Q2 2026.
  • Shearwater Capital left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.11% of Shearwater Capital's portfolio in Q2 2026, its #61 holding.
  • Shearwater Capital first reported a position in ExxonMobil in Q3 2024 and has held it in 5 quarters since.
  • Shearwater Capital's ExxonMobil position peaked at $294K in Q1 2026.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.