SCM
XOM icon

Sunbeam Capital Management’s ExxonMobil XOM Stock Holding History

Sunbeam 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
Q3 		$3.65M Sell
22,402
-634
-3% -$99.1K 1.67% 11
2026
Q2 		$3.15M Buy
23,036
+1,659
+8% +$248K 1.44% 16
2026
Q1 		$3.63M Buy
21,377
+434
+2% +$63.3K 2.08% 10
2025
Q4 		$2.52M Sell
20,943
-153
-0.7% -$17.7K 1.49% 16
2025
Q3 		$2.38M Sell
21,096
-790
-4% -$87.8K 1.48% 15
2025
Q2 		$2.36M Buy
21,886
+2,979
+16% +$318K 1.79% 14
2025
Q1 		$2.25M Buy
18,907
+126
+0.7% +$13.9K 2.14% 9
2024
Q4 		$2.02M Buy
+18,781
New +$2.2M 1.88% 11

Other funds holding XOM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sunbeam Capital Management's XOM Position: Q3 2026 in Review

Sunbeam Capital Management reduced its ExxonMobil (XOM) stake by 2.8% in Q3 2026, selling an estimated $99.1K and leaving 22,402 shares worth $3.65M. The position accounts for 1.67% of the portfolio, ranked #11.

Sunbeam Capital Management first reported a position in XOM in Q4 2024 and has held it in 8 quarters since. 3,198 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Sunbeam Capital Management held 22,402 shares of ExxonMobil worth $3.65M as of Q3 2026.
  • Sunbeam Capital Management sold 634 ExxonMobil shares in Q3 2026, an estimated $99.1K.
  • ExxonMobil made up 1.67% of Sunbeam Capital Management's portfolio in Q3 2026, its #11 holding.
  • Sunbeam Capital Management first reported a position in ExxonMobil in Q4 2024 and has held it in 8 quarters since.
  • 3,198 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Sunbeam Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.