Terra Nova Asset Management’s ExxonMobil XOM Stock Holding History

Terra Nova Asset 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	$482K	Buy	3,527 +500	+17%	+$74.8K	0.3%	65
2026 Q1	$514K	Hold	3,027	–	–	0.38%	57
2025 Q4	$364K	Hold	3,027	–	–	0.24%	69
2025 Q3	$341K	Hold	3,027	–	–	0.22%	75
2025 Q2	$326K	Hold	3,027	–	–	0.23%	72
2025 Q1	$360K	Hold	3,027	–	–	0.28%	65
2024 Q4	$326K	Hold	3,027	–	–	0.25%	72
2024 Q3	$355K	Hold	3,027	–	–	0.26%	71
2024 Q2	$349K	Hold	3,027	–	–	0.28%	67
2024 Q1	$352K	Hold	3,027	–	–	0.28%	68
2023 Q4	$303K	Hold	3,027	–	–	0.27%	69
2023 Q3	$325K	Hold	3,027	–	–	0.3%	66
2023 Q2	$325K	Hold	3,027	–	–	0.3%	66
2023 Q1	$332K	Hold	3,027	–	–	0.33%	69
2022 Q4	$334K	Buy	3,027 +7	+0.2%	+$750	0.35%	69
2022 Q3	$264K	Buy	3,020 +7	+0.2%	+$639	0.29%	74
2022 Q2	$258K	Buy	3,013 +8	+0.3%	+$722	0.29%	72
2022 Q1	$248K	Buy	+3,005	New	+$234K	0.23%	76
2017 Q1	–	Sell	-7,190	Closed	-$649K	–	88
2016 Q4	$649K	Buy	7,190 +1,130	+19%	+$98.7K	1.31%	32
2016 Q3	$529K	Sell	6,060 -680	-10%	-$60.3K	1.15%	40
2016 Q2	$632K	Buy	6,740 +1,245	+23%	+$110K	1.08%	41
2016 Q1	$459K	Buy	+5,495	New	+$440K	0.54%	70

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

Terra Nova Asset Management's XOM Position: Q2 2026 in Review

Terra Nova Asset Management increased its ExxonMobil (XOM) stake by 17% in Q2 2026, buying an estimated $74.8K and bringing the position to 3,527 shares worth $482K. The position accounts for 0.3% of the portfolio, ranked #65.

Terra Nova Asset Management first reported a position in XOM in Q1 2016 and has held it in 22 quarters since. The position peaked at $649K in Q4 2016. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Terra Nova Asset Management held 3,527 shares of ExxonMobil worth $482K as of Q2 2026.
Terra Nova Asset Management bought 500 ExxonMobil shares in Q2 2026, an estimated $74.8K.
ExxonMobil made up 0.3% of Terra Nova Asset Management's portfolio in Q2 2026, its #65 holding.
Terra Nova Asset Management first reported a position in ExxonMobil in Q1 2016 and has held it in 22 quarters since.
Terra Nova Asset Management's ExxonMobil position peaked at $649K in Q4 2016.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Terra Nova Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.