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Midwest Trust’s ExxonMobil XOM Stock Holding History

Midwest Trust’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 		$96.6M Sell
706,838
-4,131
-0.6% -$618K 1.09% 17
2026
Q1 		$121M Buy
710,969
+26,411
+4% +$3.85M 1.5% 10
2025
Q4 		$82.4M Buy
684,558
+16,662
+2% +$1.93M 1.03% 23
2025
Q3 		$75.3M Buy
667,896
+29,189
+5% +$3.24M 0.98% 23
2025
Q2 		$68.9M Buy
+638,707
New +$68.3M 0.95% 22

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Midwest Trust's XOM Position: Q2 2026 in Review

Midwest Trust reduced its ExxonMobil (XOM) stake by 0.58% in Q2 2026, selling an estimated $618K and leaving 706,838 shares worth $96.6M. The position accounts for 1.09% of the portfolio, ranked #17.

Midwest Trust first reported a position in XOM in Q2 2025 and has held it in 5 quarters since. The position peaked at $121M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Midwest Trust held 706,838 shares of ExxonMobil worth $96.6M as of Q2 2026.
  • Midwest Trust sold 4,131 ExxonMobil shares in Q2 2026, an estimated $618K.
  • ExxonMobil made up 1.09% of Midwest Trust's portfolio in Q2 2026, its #17 holding.
  • Midwest Trust first reported a position in ExxonMobil in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's ExxonMobil position peaked at $121M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.