Intrua Financial’s ExxonMobil XOM Stock Holding History

Intrua Financial’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
2020 Q3	–	Sell	-4,900	Closed	-$9K	–	283
2020 Q2	$9K	Buy	+4,900	New	+$220K	﹤0.01%	250

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Intrua Financial's XOM Position: Q2 2026 in Review

Intrua Financial reduced its ExxonMobil (XOM) stake by 4.4% in Q2 2026, selling an estimated $437K and leaving 63,965 shares worth $8.75M. The position accounts for 0.8% of the portfolio, ranked #21.

Intrua Financial first reported a position in XOM in Q2 2020 and has held it in 25 quarters since. The position peaked at $15.2M in Q2 2023. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Intrua Financial held 63,965 shares of ExxonMobil worth $8.75M as of Q2 2026.
Intrua Financial sold 2,922 ExxonMobil shares in Q2 2026, an estimated $437K.
ExxonMobil made up 0.8% of Intrua Financial's portfolio in Q2 2026, its #21 holding.
Intrua Financial first reported a position in ExxonMobil in Q2 2020 and has held it in 25 quarters since.
Intrua Financial's ExxonMobil position peaked at $15.2M in Q2 2023.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.