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 Q2	$86.5K	Sell	633 -31	-5%	-$4.64K	0.05%	111
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Tacita Capital's XOM Position: Q2 2026 in Review

Tacita Capital reduced its ExxonMobil (XOM) stake by 4.7% in Q2 2026, selling an estimated $4.64K and leaving 633 shares worth $86.5K. The position accounts for 0.05% of the portfolio, ranked #111.

Tacita Capital first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $144K in Q3 2023. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Tacita Capital held 633 shares of ExxonMobil worth $86.5K as of Q2 2026.
Tacita Capital sold 31 ExxonMobil shares in Q2 2026, an estimated $4.64K.
ExxonMobil made up 0.05% of Tacita Capital's portfolio in Q2 2026, its #111 holding.
Tacita Capital first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
Tacita Capital's ExxonMobil position peaked at $144K in Q3 2023.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.