First Western Trust Bank’s ExxonMobil XOM Stock Holding History

First Western Trust Bank’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	$1.31M	Sell	9,597 -488	-5%	-$73K	0.06%	85
2026 Q1	$1.71M	Buy	10,085 +404	+4%	+$59K	0.09%	67
2025 Q4	$1.17M	Sell	9,681 -2,607	-21%	-$302K	0.06%	80
2025 Q3	$1.39M	Sell	12,288 -1,060	-8%	-$118K	0.06%	74
2025 Q2	$1.44M	Sell	13,348 -49	-0.4%	-$5.24K	0.06%	74
2025 Q1	$1.59M	Sell	13,397 -2,355	-15%	-$260K	0.08%	71
2024 Q4	$1.69M	Buy	15,752 +1,160	+8%	+$136K	0.08%	70
2024 Q3	$1.71M	Buy	14,592 +1,173	+9%	+$135K	0.08%	75
2024 Q2	$1.54M	Sell	13,419 -989	-7%	-$115K	0.07%	73
2024 Q1	$1.67M	Sell	14,408 -3,321	-19%	-$347K	0.08%	76
2023 Q4	$1.77M	Sell	17,729 -554	-3%	-$58.2K	0.09%	71
2023 Q3	$2.15M	Sell	18,283 -431	-2%	-$47.3K	0.12%	66
2023 Q2	$2.01M	Sell	18,714 -336	-2%	-$36.7K	0.1%	69
2023 Q1	$2.09M	Buy	19,050 +107	+0.6%	+$11.8K	0.11%	66
2022 Q4	$2.09M	Buy	18,943 +238	+1%	+$25.5K	0.12%	64
2022 Q3	$1.63M	Sell	18,705 -459	-2%	-$41.9K	0.11%	65
2022 Q2	$1.69M	Sell	19,164 -3,567	-16%	-$322K	0.11%	65
2022 Q1	$1.9M	Buy	+22,731	New	+$1.77M	0.1%	70

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

First Western Trust Bank's XOM Position: Q2 2026 in Review

First Western Trust Bank reduced its ExxonMobil (XOM) stake by 4.8% in Q2 2026, selling an estimated $73K and leaving 9,597 shares worth $1.31M. The position accounts for 0.06% of the portfolio, ranked #85.

First Western Trust Bank first reported a position in XOM in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.15M in Q3 2023. 2,011 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

First Western Trust Bank held 9,597 shares of ExxonMobil worth $1.31M as of Q2 2026.
First Western Trust Bank sold 488 ExxonMobil shares in Q2 2026, an estimated $73K.
ExxonMobil made up 0.06% of First Western Trust Bank's portfolio in Q2 2026, its #85 holding.
First Western Trust Bank first reported a position in ExxonMobil in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's ExxonMobil position peaked at $2.15M in Q3 2023.
2,011 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.