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InvesTrust’s ExxonMobil XOM Stock Holding History

InvesTrust’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 		$5.03M Sell
36,755
-980
-3% -$147K 1.93% 18
2026
Q1 		$6.4M Sell
37,735
-1,910
-5% -$279K 2.69% 8
2025
Q4 		$4.77M Sell
39,645
-5,226
-12% -$606K 1.84% 16
2025
Q3 		$5.06M Buy
44,871
+37
+0.1% +$4.11K 1.85% 15
2025
Q2 		$4.83M Sell
44,834
-30,073
-40% -$3.21M 1.87% 16
2025
Q1 		$8.91M Sell
74,907
-944
-1% -$104K 2.44% 8
2024
Q4 		$8.08M Buy
+75,851
New +$8.87M 2.25% 9

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
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
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

InvesTrust's XOM Position: Q2 2026 in Review

InvesTrust reduced its ExxonMobil (XOM) stake by 2.6% in Q2 2026, selling an estimated $147K and leaving 36,755 shares worth $5.03M. The position accounts for 1.93% of the portfolio, ranked #18.

InvesTrust first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.91M in Q1 2025. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • InvesTrust held 36,755 shares of ExxonMobil worth $5.03M as of Q2 2026.
  • InvesTrust sold 980 ExxonMobil shares in Q2 2026, an estimated $147K.
  • ExxonMobil made up 1.93% of InvesTrust's portfolio in Q2 2026, its #18 holding.
  • InvesTrust first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • InvesTrust's ExxonMobil position peaked at $8.91M in Q1 2025.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.