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Transcend Capital Advisors’s ExxonMobil XOM Stock Holding History

Transcend Capital Advisors’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 		$13.4M Buy
98,049
+16,604
+20% +$2.49M 0.9% 17
2026
Q1 		$13.8M Sell
81,445
-2,820
-3% -$412K 1.11% 14
2025
Q4 		$10.1M Sell
84,265
-3,208
-4% -$372K 0.78% 25
2025
Q3 		$9.86M Buy
87,473
+45
+0.1% +$5K 0.69% 30
2025
Q2 		$9.42M Sell
87,428
-6,591
-7% -$705K 0.73% 26
2025
Q1 		$11.2M Buy
94,019
+565
+0.6% +$62.5K 0.8% 21
2024
Q4 		$10.1M Sell
93,454
-1,523
-2% -$178K 0.73% 31
2024
Q3 		$11.1M Sell
94,977
-407
-0.4% -$47K 0.75% 25
2024
Q2 		$11M Buy
95,384
+3,551
+4% +$414K 0.8% 22
2024
Q1 		$10.7M Buy
91,833
+1,816
+2% +$190K 0.86% 21
2023
Q4 		$9M Sell
90,017
-8,921
-9% -$938K 0.8% 24
2023
Q3 		$11.6M Buy
98,938
+1,353
+1% +$148K 1.13% 10
2023
Q2 		$10.5M Sell
97,585
-1,482
-1% -$162K 1% 14
2023
Q1 		$10.9M Buy
99,067
+2,880
+3% +$319K 1.13% 11
2022
Q4 		$10.6M Buy
96,187
+962
+1% +$103K 1.15% 9
2022
Q3 		$8.31M Buy
95,225
+13,017
+16% +$1.19M 0.92% 19
2022
Q2 		$7.04M Sell
82,208
-1,269
-2% -$114K 0.73% 27
2022
Q1 		$6.89M Sell
83,477
-7,571
-8% -$589K 0.62% 33
2021
Q4 		$5.57M Buy
91,048
+464
+0.5% +$29K 0.49% 40
2021
Q3 		$5.96M Sell
90,584
-44,000
-33% -$2.51M 0.53% 36
2021
Q2 		$8.49M Buy
134,584
+28,694
+27% +$1.71M 1.22% 11
2021
Q1 		$5.91M Buy
105,890
+2,398
+2% +$126K 0.71% 25
2020
Q4 		$4.27M Sell
103,492
-1,828
-2% -$68.5K 0.56% 40
2020
Q3 		$3.62M Buy
105,320
+4,559
+5% +$186K 0.66% 34
2020
Q2 		$4.51M Sell
100,761
-281
-0.3% -$12.6K 1.47% 12
2020
Q1 		$3.84M Buy
101,042
+2,642
+3% +$146K 1.15% 15
2019
Q4 		$6.87M Buy
+98,400
New +$6.8M 1.85% 6

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

Transcend Capital Advisors's XOM Position: Q2 2026 in Review

Transcend Capital Advisors increased its ExxonMobil (XOM) stake by 20% in Q2 2026, buying an estimated $2.49M and bringing the position to 98,049 shares worth $13.4M. The position accounts for 0.9% of the portfolio, ranked #17.

Transcend Capital Advisors first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.8M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Transcend Capital Advisors held 98,049 shares of ExxonMobil worth $13.4M as of Q2 2026.
  • Transcend Capital Advisors bought 16,604 ExxonMobil shares in Q2 2026, an estimated $2.49M.
  • ExxonMobil made up 0.9% of Transcend Capital Advisors's portfolio in Q2 2026, its #17 holding.
  • Transcend Capital Advisors first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • Transcend Capital Advisors's ExxonMobil position peaked at $13.8M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.