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Split Rock Private Trading & Wealth Management’s ExxonMobil XOM Stock Holding History

Split Rock Private Trading & Wealth Management’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 		$443K Hold
3,237
– – 0.3% 28
2026
Q1 		$549K Hold
3,237
– – 0.43% 24
2025
Q4 		$390K Buy
+3,237
New +$375K 0.31% 25

Other funds holding XOM

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's XOM Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management held its ExxonMobil (XOM) position steady in Q2 2026 at 3,237 shares worth $443K. The position accounts for 0.3% of the portfolio, ranked #28.

Split Rock Private Trading & Wealth Management first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $549K in Q1 2026. 2,768 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Split Rock Private Trading & Wealth Management held 3,237 shares of ExxonMobil worth $443K as of Q2 2026.
  • Split Rock Private Trading & Wealth Management left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.3% of Split Rock Private Trading & Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Split Rock Private Trading & Wealth Management's ExxonMobil position peaked at $549K in Q1 2026.
  • 2,768 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.