Tanager Wealth Management’s ExxonMobil XOM Stock Holding History

Tanager 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	$1.12M	Buy	8,164 +1,066	+15%	+$160K	0.1%	55
2026 Q1	$1.2M	Buy	7,098 +250	+4%	+$36.5K	0.12%	48
2025 Q4	$824K	Sell	6,848 -3	-0%	-$348	0.08%	62
2025 Q3	$772K	Buy	6,851 +303	+5%	+$33.7K	0.08%	65
2025 Q2	$706K	Buy	6,548 +23	+0.4%	+$2.46K	0.08%	64
2025 Q1	$776K	Buy	6,525 +1,426	+28%	+$158K	0.1%	53
2024 Q4	$548K	Sell	5,099 -124	-2%	-$14.5K	0.07%	63
2024 Q3	$612K	Sell	5,223 -4	-0.1%	-$462	0.08%	57
2024 Q2	$602K	Sell	5,227 -822	-14%	-$95.7K	0.09%	52
2024 Q1	$703K	Sell	6,049 -242	-4%	-$25.3K	0.11%	48
2023 Q4	$629K	Sell	6,291 -64	-1%	-$6.73K	0.11%	45
2023 Q3	$747K	Sell	6,355 -80	-1%	-$8.78K	0.16%	39
2023 Q2	$690K	Sell	6,435 -89	-1%	-$9.71K	0.15%	43
2023 Q1	$715K	Buy	6,524 +41	+0.6%	+$4.54K	0.17%	41
2022 Q4	$715K	Buy	+6,483	New	+$695K	0.19%	42

Other funds holding XOM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Tanager Wealth Management's XOM Position: Q2 2026 in Review

Tanager Wealth Management increased its ExxonMobil (XOM) stake by 15% in Q2 2026, buying an estimated $160K and bringing the position to 8,164 shares worth $1.12M. The position accounts for 0.1% of the portfolio, ranked #55.

Tanager Wealth Management first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.2M in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Tanager Wealth Management held 8,164 shares of ExxonMobil worth $1.12M as of Q2 2026.
Tanager Wealth Management bought 1,066 ExxonMobil shares in Q2 2026, an estimated $160K.
ExxonMobil made up 0.1% of Tanager Wealth Management's portfolio in Q2 2026, its #55 holding.
Tanager Wealth Management first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
Tanager Wealth Management's ExxonMobil position peaked at $1.2M in Q1 2026.
2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.