Tacita Capital’s ExxonMobil XOM Stock Holding History

Tacita 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 Q1	$113K	Hold	664	–	–	0.07%	98
2025 Q4	$79.9K	Sell	664 -44	-6%	-$5.1K	0.05%	115
2025 Q3	$79.8K	Buy	708 +200	+39%	+$22.2K	0.05%	112
2025 Q2	$54.8K	Buy	508 +100	+25%	+$10.7K	0.04%	128
2025 Q1	$48.5K	Hold	408	–	–	0.04%	132
2024 Q4	$43.9K	Sell	408 -300	-42%	-$35.1K	0.03%	133
2024 Q3	$83K	Hold	708	–	–	0.05%	115
2024 Q2	$81.5K	Sell	708 -32	-4%	-$3.73K	0.06%	113
2024 Q1	$86K	Hold	740	–	–	0.06%	114
2023 Q4	$74K	Sell	740 -488	-40%	-$51.3K	0.05%	113
2023 Q3	$144K	Buy	1,228 +210	+21%	+$23K	0.11%	91
2023 Q2	$109K	Hold	1,018	–	–	0.08%	96
2023 Q1	$112K	Hold	1,018	–	–	0.08%	89
2022 Q4	$112K	Hold	1,018	–	–	0.08%	90
2022 Q3	$89K	Hold	1,018	–	–	0.07%	92
2022 Q2	$87K	Sell	1,018 -380	-27%	-$34.3K	0.06%	105
2022 Q1	$115K	Buy	1,398 +240	+21%	+$18.7K	0.07%	99
2021 Q4	$71K	Hold	1,158	–	–	0.04%	117
2021 Q3	$68K	Buy	1,158 +1,095	+1,738%	+$62.4K	0.04%	114
2021 Q2	$4K	Hold	63	–	–	﹤0.01%	181
2021 Q1	$4K	Hold	63	–	–	﹤0.01%	188
2020 Q4	$3K	Buy	+63	New	+$2.36K	﹤0.01%	189

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

Tacita Capital's XOM Position: Q1 2026 in Review

Tacita Capital held its ExxonMobil (XOM) position steady in Q1 2026 at 664 shares worth $113K. The position accounts for 0.07% of the portfolio, ranked #98.

Tacita Capital first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. The position peaked at $144K in Q3 2023. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Tacita Capital held 664 shares of ExxonMobil worth $113K as of Q1 2026.
Tacita Capital left its ExxonMobil share count unchanged in Q1 2026.
ExxonMobil made up 0.07% of Tacita Capital's portfolio in Q1 2026, its #98 holding.
Tacita Capital first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
Tacita Capital's ExxonMobil position peaked at $144K in Q3 2023.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.