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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Intrua Financial's XOM Position: Q1 2026 in Review

Intrua Financial reduced its ExxonMobil (XOM) stake by 5.2% in Q1 2026, selling an estimated $537K and leaving 66,887 shares worth $11.3M. The position accounts for 1.17% of the portfolio, ranked #16.

Intrua Financial first reported a position in XOM in Q2 2020 and has held it in 24 quarters since. The position peaked at $15.2M in Q2 2023. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Intrua Financial held 66,887 shares of ExxonMobil worth $11.3M as of Q1 2026.
  • Intrua Financial sold 3,682 ExxonMobil shares in Q1 2026, an estimated $537K.
  • ExxonMobil made up 1.17% of Intrua Financial's portfolio in Q1 2026, its #16 holding.
  • Intrua Financial first reported a position in ExxonMobil in Q2 2020 and has held it in 24 quarters since.
  • Intrua Financial's ExxonMobil position peaked at $15.2M in Q2 2023.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.