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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Waterloo Capital's XOM Position: Q1 2026 in Review

Waterloo Capital reduced its ExxonMobil (XOM) stake by 4.2% in Q1 2026, selling an estimated $216K and leaving 34,170 shares worth $5.8M. The position accounts for 0.41% of the portfolio, ranked #60.

Waterloo Capital first reported a position in XOM in Q1 2023 and has held it in 13 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Waterloo Capital held 34,170 shares of ExxonMobil worth $5.8M as of Q1 2026.
  • Waterloo Capital sold 1,481 ExxonMobil shares in Q1 2026, an estimated $216K.
  • ExxonMobil made up 0.41% of Waterloo Capital's portfolio in Q1 2026, its #60 holding.
  • Waterloo Capital first reported a position in ExxonMobil in Q1 2023 and has held it in 13 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.