Position Sheet

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XOM Exxon Mobil Corp

Energy stock

HECA, HEFT, HELS, HGRO have owned Exxon Mobil Corp since at least Nov 21, 2025, when our daily record begins, across 7 separate holding periods. Today it is 3.3% of HGRO, against a peak of 3.4%. That's 2.3× the size of a typical HGRO position (median 1.4%). The latest big move was on Sep 15, 2026: HGRO bought into it (0.0% to 3.3%).

Our daily record for Hedgeye Asset Management's funds starts Nov 21, 2025. We can't see what they held before then, so "first held" means the first day in our record, not necessarily the day they first bought it.

Held now inHGRO at 3.33%
First held in our dataNov 21, 2025 or earlier
Since bought+10.6%HGRO bought Sep 15, 2026 · S&P 500 0.0%
Big moves4

Position size by fund vs price

Shaded areas: position size in each fund (left axis). Line: share price (right axis). Shading at zero means the fund didn't own it.

Big moves in XOM

DateFundTickerNameActionPosition sizeSinceStatus
Sep 15, 2026HGROXOMExxonMobil Holdings CorpBought0.0% → 3.3%+10.6%
+10.6 vs S&P
Held · 3.3%
Jul 17, 2026HELSXOMExxonMobil Holdings CorpBought0.0% → 2.5%+21.0%
+17.6 vs S&P
Exited
Apr 22, 2026HEFTXOMExxon Mobil CorpSold2.0% → 0.0%—Exited
Apr 20, 2026HELSXOMExxon Mobil CorpSold2.8% → 0.0%—Exited