EXXON MOBIL CORP

XOM

Held by 2 specialist biotech funds

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Fund Holdings

Driehaus Capital Eventide Asset Management

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Position Trend

Feb 13, 2026

$7.5M

1 fund

Feb 17, 2026

$1.1M

1 fund

-86% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Position Details

Driehaus CapitalNEWFeb 17, 2026

Shares: 8,837Value: $1.1M

**Signal Note: Driehaus Growth Fund Adds Energy Exposure** This $1.1M XOM position signals a notable tactical shift for a growth-focused biotech-allocated fund, likely reflecting either: (1) portfolio rebalancing into energy sector strength, or (2) conviction in XOM's energy transition capex and dividend yield amid macro uncertainty. The modest position size (~0.1% of typical growth fund AUM) suggests opportunistic entry rather than thematic conviction, warranting monitoring for whether this signals reduced biotech sector conviction or simply cash deployment during XOM strength.

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Insider Signals

No insider signals tracked.

Also Held by These Funds

AXON2 funds NVDA2 funds VEEV2 funds VCYT2 funds LBRT2 funds RMBS2 funds UNP2 funds LITE

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: Eventide Values-Based Fund Enters XOM This position acquisition is notable given Eventide's explicit values-based mandate typically focused on healthcare innovation and biotech. The $7.5M XOM stake suggests the firm may be recognizing energy transition opportunities or dividend yield in a rising rate environment, diverging from core biotech allocation strategy. Without disclosed rationale, this appears to be either a tactical portfolio rebalancing or a shift in ESG assessment of energy majors' decarbonization efforts—worth monitoring for signaling intent.