Vision Capital Management’s ExxonMobil XOM Stock Holding History

Vision Capital 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	$242K	Sell	1,772 -89	-5%	-$13.3K	0.03%	139
2026 Q1	$316K	Buy	1,861 +161	+9%	+$23.5K	0.04%	121
2025 Q4	$205K	Buy	+1,700	New	+$197K	0.02%	145
2023 Q1	–	Sell	-2,131	Closed	-$235K	–	103
2022 Q4	$235K	Buy	+2,131	New	+$228K	0.04%	93
2020 Q1	–	Sell	-3,553	Closed	-$248K	–	101
2019 Q4	$248K	Buy	3,553 +360	+11%	+$24.9K	0.06%	87
2019 Q3	$225K	Sell	3,193 -435	-12%	-$31.5K	0.06%	80
2019 Q2	$278K	Sell	3,628 -199	-5%	-$15.4K	0.07%	75
2019 Q1	$309K	Buy	3,827 +50	+1%	+$3.81K	0.09%	72
2018 Q4	$258K	Buy	3,777 +56	+2%	+$4.39K	0.08%	70
2018 Q3	$316K	Hold	3,721	–	–	0.09%	71
2018 Q2	$308K	Buy	3,721 +149	+4%	+$11.9K	0.09%	73
2018 Q1	$266K	Sell	3,572 -1,823	-34%	-$146K	0.08%	76
2017 Q4	$451K	Hold	5,395	–	–	0.13%	71
2017 Q3	$442K	Hold	5,395	–	–	0.14%	71
2017 Q2	$436K	Buy	5,395 +487	+10%	+$39.8K	0.15%	68
2017 Q1	$402K	Buy	4,908 +307	+7%	+$25.6K	0.14%	67
2016 Q4	$415K	Buy	4,601 +1,537	+50%	+$134K	0.16%	66
2016 Q3	$267K	Sell	3,064 -290	-9%	-$25.7K	0.11%	73
2016 Q2	$314K	Sell	3,354 -720	-18%	-$63.7K	0.13%	69
2016 Q1	$341K	Hold	4,074	–	–	0.08%	60
2015 Q4	$318K	Buy	4,074 +2	+0%	+$160	0.07%	66
2015 Q3	$303K	Sell	4,072 -263	-6%	-$20.3K	0.07%	55
2015 Q2	$361K	Buy	4,335 +983	+29%	+$84.5K	0.07%	55
2015 Q1	$285K	Sell	3,352 -336	-9%	-$29.8K	0.04%	57
2014 Q4	$341K	Buy	+3,688	New	+$344K	0.04%	51

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 $3.37T AUM 44.26% 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

Vision Capital Management's XOM Position: Q2 2026 in Review

Vision Capital Management reduced its ExxonMobil (XOM) stake by 4.8% in Q2 2026, selling an estimated $13.3K and leaving 1,772 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #139.

Vision Capital Management first reported a position in XOM in Q4 2014 and has held it in 25 quarters since. The position peaked at $451K in Q4 2017. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Vision Capital Management held 1,772 shares of ExxonMobil worth $242K as of Q2 2026.
Vision Capital Management sold 89 ExxonMobil shares in Q2 2026, an estimated $13.3K.
ExxonMobil made up 0.03% of Vision Capital Management's portfolio in Q2 2026, its #139 holding.
Vision Capital Management first reported a position in ExxonMobil in Q4 2014 and has held it in 25 quarters since.
Vision Capital Management's ExxonMobil position peaked at $451K in Q4 2017.
4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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