WC
XOM icon

Waterloo Capital’s ExxonMobil XOM Stock Holding History

Waterloo Capital’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 		– Sell
-34,170
Closed -$5.8M – 607
2026
Q1 		$5.8M Sell
34,170
-1,481
-4% -$216K 0.41% 60
2025
Q4 		$4.29M Buy
35,651
+1,735
+5% +$201K 0.31% 77
2025
Q3 		$3.82M Buy
33,916
+5,143
+18% +$572K 0.28% 87
2025
Q2 		$3.1M Sell
28,773
-319
-1% -$34.1K 0.25% 99
2025
Q1 		$3.46M Buy
29,092
+8,777
+43% +$971K 0.32% 82
2024
Q4 		$2.19M Buy
20,315
+1,182
+6% +$138K 0.23% 104
2024
Q3 		$2.24M Buy
19,133
+5
+0% +$577 0.24% 103
2024
Q2 		$2.2M Buy
19,128
+2,444
+15% +$285K 0.26% 94
2024
Q1 		$1.94M Buy
16,684
+7,097
+74% +$743K 0.25% 95
2023
Q4 		$958K Buy
9,587
+3,565
+59% +$375K 0.16% 139
2023
Q3 		$708K Buy
6,022
+2,038
+51% +$224K 0.21% 82
2023
Q2 		$427K Sell
3,984
-916
-19% -$99.9K 0.13% 100
2023
Q1 		$537K Buy
+4,900
New +$542K 0.17% 83

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

Waterloo Capital's XOM Position: Q2 2026 in Review

Waterloo Capital sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 34,170 shares — an estimated $5.8M sold.

Waterloo Capital first reported a position in XOM in Q1 2023 and held it in 13 quarters. The position peaked at $5.8M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Waterloo Capital reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Waterloo Capital sold 34,170 ExxonMobil shares in Q2 2026, an estimated $5.8M.
  • Waterloo Capital first reported a position in ExxonMobil in Q1 2023 and held it in 13 quarters.
  • Waterloo Capital's ExxonMobil position peaked at $5.8M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.