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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cetera Trust Company's XOM Position: Q1 2026 in Review

Cetera Trust Company held its ExxonMobil (XOM) position steady in Q1 2026 at 2,633 shares worth $447K. The position accounts for 0.25% of the portfolio, ranked #78.

Cetera Trust Company first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Cetera Trust Company held 2,633 shares of ExxonMobil worth $447K as of Q1 2026.
Cetera Trust Company left its ExxonMobil share count unchanged in Q1 2026.
ExxonMobil made up 0.25% of Cetera Trust Company's portfolio in Q1 2026, its #78 holding.
Cetera Trust Company first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.