TCG
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Transcendent Capital Group’s ExxonMobil XOM Stock Holding History

Transcendent Capital Group’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 		$366K Sell
2,675
-478
-15% -$71.5K 0.14% 104
2026
Q1 		$535K Buy
3,153
+1
+0% +$146 0.24% 73
2025
Q4 		$379K Sell
3,152
-217
-6% -$25.2K 0.17% 82
2025
Q3 		$380K Buy
3,369
+66
+2% +$7.34K 0.17% 87
2025
Q2 		$356K Sell
3,303
-1,829
-36% -$196K 0.18% 81
2025
Q1 		$610K Hold
5,132
– – 0.34% 57
2024
Q4 		$552K Buy
5,132
+100
+2% +$11.7K 0.29% 62
2024
Q3 		$590K Buy
5,032
+169
+3% +$19.5K 0.3% 66
2024
Q2 		$560K Buy
4,863
+2,170
+81% +$253K 0.32% 63
2024
Q1 		$313K Hold
2,693
– – 0.18% 73
2023
Q4 		$269K Buy
+2,693
New +$283K 0.18% 64

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

Transcendent Capital Group's XOM Position: Q2 2026 in Review

Transcendent Capital Group reduced its ExxonMobil (XOM) stake by 15% in Q2 2026, selling an estimated $71.5K and leaving 2,675 shares worth $366K. The position accounts for 0.14% of the portfolio, ranked #104.

Transcendent Capital Group first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $610K in Q1 2025. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Transcendent Capital Group held 2,675 shares of ExxonMobil worth $366K as of Q2 2026.
  • Transcendent Capital Group sold 478 ExxonMobil shares in Q2 2026, an estimated $71.5K.
  • ExxonMobil made up 0.14% of Transcendent Capital Group's portfolio in Q2 2026, its #104 holding.
  • Transcendent Capital Group first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Transcendent Capital Group's ExxonMobil position peaked at $610K in Q1 2025.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Transcendent Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.