Transcendent Capital Group’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Transcendent Capital Group's XOM Position: Q1 2026 in Review

Transcendent Capital Group increased its ExxonMobil (XOM) stake by 0.03% in Q1 2026, buying an estimated $146 and bringing the position to 3,153 shares worth $535K. The position accounts for 0.24% of the portfolio, ranked #73.

Transcendent Capital Group first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. The position peaked at $610K in Q1 2025. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Transcendent Capital Group held 3,153 shares of ExxonMobil worth $535K as of Q1 2026.
  • Transcendent Capital Group bought 1 ExxonMobil share in Q1 2026, an estimated $146.
  • ExxonMobil made up 0.24% of Transcendent Capital Group's portfolio in Q1 2026, its #73 holding.
  • Transcendent Capital Group first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
  • Transcendent Capital Group's ExxonMobil position peaked at $610K in Q1 2025.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Transcendent Capital Group's 13F filing for Q1 2026, filed 27 Apr 2026.