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Avalon Trust’s ExxonMobil XOM Stock Holding History

Avalon 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 		$386K Buy
2,824
+344
+14% +$51.5K 0.02% 110
2026
Q1 		$421K Buy
2,480
+968
+64% +$141K 0.03% 101
2025
Q4 		$182K Sell
1,512
-515
-25% -$59.7K 0.01% 153
2025
Q3 		$229K Sell
2,027
-1,120
-36% -$125K 0.01% 147
2025
Q2 		$339K Buy
3,147
+327
+12% +$35K 0.02% 110
2025
Q1 		$335K Buy
2,820
+1,573
+126% +$174K 0.03% 112
2024
Q4 		$134K Hold
1,247
– – 0.01% 148
2024
Q3 		$146K Sell
1,247
-417
-25% -$48.1K 0.01% 141
2024
Q2 		$192K Hold
1,664
– – 0.02% 129
2024
Q1 		$193K Buy
1,664
+825
+98% +$86.3K 0.02% 133
2023
Q4 		$83.9K Sell
839
-166
-17% -$17.4K 0.01% 175
2023
Q3 		$118K Hold
1,005
– – 0.01% 143
2023
Q2 		$108K Sell
1,005
-100
-9% -$10.9K 0.01% 156
2023
Q1 		$121K Buy
+1,105
New +$122K 0.01% 145

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 $3.38T AUM 44.17% 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

Avalon Trust's XOM Position: Q2 2026 in Review

Avalon Trust increased its ExxonMobil (XOM) stake by 14% in Q2 2026, buying an estimated $51.5K and bringing the position to 2,824 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #110.

Avalon Trust first reported a position in XOM in Q1 2023 and has held it in 14 quarters since. The position peaked at $421K in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Avalon Trust held 2,824 shares of ExxonMobil worth $386K as of Q2 2026.
  • Avalon Trust bought 344 ExxonMobil shares in Q2 2026, an estimated $51.5K.
  • ExxonMobil made up 0.02% of Avalon Trust's portfolio in Q2 2026, its #110 holding.
  • Avalon Trust first reported a position in ExxonMobil in Q1 2023 and has held it in 14 quarters since.
  • Avalon Trust's ExxonMobil position peaked at $421K in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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