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Cetera Trust Company’s ExxonMobil XOM Stock Holding History

Cetera Trust Company’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 		$360K Hold
2,633
– – 0.18% 104
2026
Q1 		$447K Hold
2,633
– – 0.25% 78
2025
Q4 		$317K Hold
2,633
– – 0.17% 110
2025
Q3 		$297K Sell
2,633
-251
-9% -$27.9K 0.17% 119
2025
Q2 		$311K Buy
2,884
+139
+5% +$14.9K 0.19% 100
2025
Q1 		$326K Hold
2,745
– – 0.21% 85
2024
Q4 		$295K Sell
2,745
-75
-3% -$8.77K 0.19% 94
2024
Q3 		$331K Hold
2,820
– – 0.2% 95
2024
Q2 		$325K Hold
2,820
– – 0.2% 84
2024
Q1 		$328K Hold
2,820
– – 0.2% 85
2023
Q4 		$282K Buy
+2,820
New +$296K 0.18% 105

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

Cetera Trust Company's XOM Position: Q2 2026 in Review

Cetera Trust Company held its ExxonMobil (XOM) position steady in Q2 2026 at 2,633 shares worth $360K. The position accounts for 0.18% of the portfolio, ranked #104.

Cetera Trust Company first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $447K in Q1 2026. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Cetera Trust Company held 2,633 shares of ExxonMobil worth $360K as of Q2 2026.
  • Cetera Trust Company left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.18% of Cetera Trust Company's portfolio in Q2 2026, its #104 holding.
  • Cetera Trust Company first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Cetera Trust Company's ExxonMobil position peaked at $447K in Q1 2026.
  • 4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.