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Arbor Trust Wealth Advisors’s ExxonMobil XOM Stock Holding History

Arbor Trust Wealth Advisors’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 		$856K Sell
6,262
-700
-10% -$105K 0.35% 50
2026
Q1 		$1.18M Sell
6,962
-24
-0.3% -$3.5K 0.52% 43
2025
Q4 		$841K Sell
6,986
-419
-6% -$48.6K 0.37% 49
2025
Q3 		$835K Sell
7,405
-506
-6% -$56.3K 0.38% 50
2025
Q2 		$853K Sell
7,911
-866
-10% -$92.6K 0.42% 51
2025
Q1 		$1.04M Sell
8,777
-6,168
-41% -$682K 0.49% 49
2024
Q4 		$1.61M Buy
14,945
+6,012
+67% +$703K 0.75% 38
2024
Q3 		$1.03M Hold
8,933
– – 0.54% 45
2024
Q2 		$1.03M Buy
8,933
+85
+1% +$9.9K 0.54% 45
2024
Q1 		$1.08M Buy
8,848
+291
+3% +$30.4K 0.59% 44
2023
Q4 		$856K Buy
8,557
+156
+2% +$16.4K 0.51% 47
2023
Q3 		$988K Sell
8,401
-39
-0.5% -$4.28K 0.65% 37
2023
Q2 		$905K Sell
8,440
-899
-10% -$98.1K 0.58% 41
2023
Q1 		$1.02M Sell
9,339
-2,441
-21% -$270K 0.67% 40
2022
Q4 		$1.3M Buy
11,780
+2,843
+32% +$305K 0.9% 33
2022
Q3 		$781K Sell
8,937
-367
-4% -$33.5K 0.59% 40
2022
Q2 		$797K Sell
9,304
-7,409
-44% -$668K 0.56% 46
2022
Q1 		$1.38M Sell
16,713
-70
-0.4% -$5.44K 0.83% 36
2021
Q4 		$1.03M Sell
16,783
-943
-5% -$58.9K 0.59% 44
2021
Q3 		$1.04M Buy
17,726
+1,361
+8% +$77.6K 0.65% 43
2021
Q2 		$1.03M Sell
16,365
-100
-0.6% -$5.97K 0.65% 44
2021
Q1 		$921K Sell
16,465
-505
-3% -$26.5K 0.62% 45
2020
Q4 		$700K Sell
16,970
-1,223
-7% -$45.9K 0.51% 48
2020
Q3 		$625K Sell
18,193
-765
-4% -$31.3K 0.54% 44
2020
Q2 		$848K Sell
18,958
-272
-1% -$12.2K 0.77% 40
2020
Q1 		$730K Sell
19,230
-210
-1% -$11.6K 0.77% 39
2019
Q4 		$1.36M Buy
+19,440
New +$1.34M 1.16% 29

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

Arbor Trust Wealth Advisors's XOM Position: Q2 2026 in Review

Arbor Trust Wealth Advisors reduced its ExxonMobil (XOM) stake by 10% in Q2 2026, selling an estimated $105K and leaving 6,262 shares worth $856K. The position accounts for 0.35% of the portfolio, ranked #50.

Arbor Trust Wealth Advisors first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.61M in Q4 2024. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Arbor Trust Wealth Advisors held 6,262 shares of ExxonMobil worth $856K as of Q2 2026.
  • Arbor Trust Wealth Advisors sold 700 ExxonMobil shares in Q2 2026, an estimated $105K.
  • ExxonMobil made up 0.35% of Arbor Trust Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Arbor Trust Wealth Advisors first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • Arbor Trust Wealth Advisors's ExxonMobil position peaked at $1.61M in Q4 2024.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.