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 Q3	$5.52M	Sell	33,887 -2,868	-8%	-$448K	2.23%	14
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 Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

InvesTrust's XOM Position: Q3 2026 in Review

InvesTrust reduced its ExxonMobil (XOM) stake by 7.8% in Q3 2026, selling an estimated $448K and leaving 33,887 shares worth $5.52M. The position accounts for 2.23% of the portfolio, ranked #14.

InvesTrust first reported a position in XOM in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.91M in Q1 2025. 2,238 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

InvesTrust held 33,887 shares of ExxonMobil worth $5.52M as of Q3 2026.
InvesTrust sold 2,868 ExxonMobil shares in Q3 2026, an estimated $448K.
ExxonMobil made up 2.23% of InvesTrust's portfolio in Q3 2026, its #14 holding.
InvesTrust first reported a position in ExxonMobil in Q4 2024 and has held it in 8 quarters since.
InvesTrust's ExxonMobil position peaked at $8.91M in Q1 2025.
2,238 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.