Alpha Family Trust’s ExxonMobil XOM Stock Holding History

Alpha Family Trust’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	-10,437	Closed	-$1.77M	–	225
2026 Q1	$1.77M	Hold	10,437	–	–	0.86%	20
2025 Q4	$1.26M	Hold	10,437	–	–	0.57%	26
2025 Q3	$1.18M	Hold	10,437	–	–	0.55%	26
2025 Q2	$1.13M	Hold	10,437	–	–	0.56%	29
2025 Q1	$1.24M	Hold	10,437	–	–	0.72%	22
2024 Q4	$1.12M	Hold	10,437	–	–	0.63%	22
2024 Q3	$1.22M	Hold	10,437	–	–	0.68%	22
2024 Q2	$1.2M	Buy	10,437 +8,712	+505%	+$1.01M	0.7%	23
2024 Q1	$201K	Buy	+1,725	New	+$180K	0.12%	152
2023 Q4	–	Sell	-8,705	Closed	-$1.02M	–	158
2023 Q3	$1.02M	Buy	8,705 +245	+3%	+$26.9K	0.78%	20
2023 Q2	$907K	Buy	8,460 +490	+6%	+$53.5K	0.63%	24
2023 Q1	$874K	Hold	7,970	–	–	0.69%	22
2022 Q4	$879K	Buy	+7,970	New	+$854K	0.79%	20
2022 Q3	–	Sell	-5,975	Closed	-$512K	–	63
2022 Q2	$512K	Buy	+5,975	New	+$539K	0.33%	23

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

Alpha Family Trust's XOM Position: Q2 2026 in Review

Alpha Family Trust sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 10,437 shares — an estimated $1.77M sold.

Alpha Family Trust first reported a position in XOM in Q2 2022 and held it in 14 quarters. The position peaked at $1.77M in Q1 2026. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Alpha Family Trust reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Alpha Family Trust sold 10,437 ExxonMobil shares in Q2 2026, an estimated $1.77M.
Alpha Family Trust first reported a position in ExxonMobil in Q2 2022 and held it in 14 quarters.
Alpha Family Trust's ExxonMobil position peaked at $1.77M in Q1 2026.
4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.