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Swan Capital’s ExxonMobil XOM Stock Holding History

Swan 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 		$495K Sell
3,618
-704
-16% -$105K 0.17% 29
2026
Q1 		$733K Sell
4,322
-1,583
-27% -$231K 0.27% 26
2025
Q4 		$711K Buy
5,905
+2,363
+67% +$274K 0.28% 26
2025
Q3 		$399K Buy
3,542
+393
+12% +$43.7K 0.16% 30
2025
Q2 		$339K Buy
3,149
+3,124
+12,496% +$334K 0.15% 32
2025
Q1 		$2.97K Hold
25
– – ﹤0.01% 216
2024
Q4 		$2.69K Hold
25
– – ﹤0.01% 213
2024
Q3 		$2.93K Hold
25
– – ﹤0.01% 204
2024
Q2 		$2.88K Buy
+25
New +$2.91K ﹤0.01% 186

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

Swan Capital's XOM Position: Q2 2026 in Review

Swan Capital reduced its ExxonMobil (XOM) stake by 16% in Q2 2026, selling an estimated $105K and leaving 3,618 shares worth $495K. The position accounts for 0.17% of the portfolio, ranked #29.

Swan Capital first reported a position in XOM in Q2 2024 and has held it in 9 quarters since. The position peaked at $733K in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Swan Capital held 3,618 shares of ExxonMobil worth $495K as of Q2 2026.
  • Swan Capital sold 704 ExxonMobil shares in Q2 2026, an estimated $105K.
  • ExxonMobil made up 0.17% of Swan Capital's portfolio in Q2 2026, its #29 holding.
  • Swan Capital first reported a position in ExxonMobil in Q2 2024 and has held it in 9 quarters since.
  • Swan Capital's ExxonMobil position peaked at $733K in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.