Spectrum Strategic Capital Management’s ExxonMobil XOM Stock Holding History

Spectrum Strategic 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 Q2	$480K	Sell	3,510 -702	-17%	-$105K	0.24%	71
2026 Q1	$715K	Hold	4,212	–	–	0.38%	53
2025 Q4	$507K	Hold	4,212	–	–	0.27%	66
2025 Q3	$475K	Hold	4,212	–	–	0.24%	35
2025 Q2	$454K	Buy	4,212 +100	+2%	+$10.7K	0.23%	38
2025 Q1	$489K	Hold	4,112	–	–	0.31%	23
2024 Q4	$442K	Hold	4,112	–	–	0.28%	22
2024 Q3	$482K	Hold	4,112	–	–	0.33%	21
2024 Q2	$473K	Hold	4,112	–	–	0.35%	21
2024 Q1	$478K	Hold	4,112	–	–	0.36%	21
2023 Q4	$411K	Buy	+4,112	New	+$432K	0.35%	20

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

Spectrum Strategic Capital Management's XOM Position: Q2 2026 in Review

Spectrum Strategic Capital Management reduced its ExxonMobil (XOM) stake by 17% in Q2 2026, selling an estimated $105K and leaving 3,510 shares worth $480K. The position accounts for 0.24% of the portfolio, ranked #71.

Spectrum Strategic Capital Management first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $715K in Q1 2026. 4,242 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Spectrum Strategic Capital Management held 3,510 shares of ExxonMobil worth $480K as of Q2 2026.
Spectrum Strategic Capital Management sold 702 ExxonMobil shares in Q2 2026, an estimated $105K.
ExxonMobil made up 0.24% of Spectrum Strategic Capital Management's portfolio in Q2 2026, its #71 holding.
Spectrum Strategic Capital Management first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Spectrum Strategic Capital Management's ExxonMobil position peaked at $715K in Q1 2026.
4,242 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Spectrum Strategic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.