TFB Advisors’s ExxonMobil XOM Stock Holding History

TFB Advisors’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 Q1	$248K	Sell	1,459 -1,739	-54%	-$254K	0.13%	164
2025 Q4	$385K	Sell	3,198 -1,045	-25%	-$121K	0.11%	206
2025 Q3	$476K	Sell	4,243 -3,177	-43%	-$353K	0.14%	163
2025 Q2	$800K	Buy	7,420 +21	+0.3%	+$2.25K	0.21%	113
2025 Q1	$880K	Sell	7,399 -143	-2%	-$15.8K	0.25%	91
2024 Q4	$811K	Sell	7,542 -240	-3%	-$28.1K	0.23%	97
2024 Q3	$912K	Buy	7,782 +247	+3%	+$28.5K	0.27%	86
2024 Q2	$867K	Buy	7,535 +3,049	+68%	+$355K	0.28%	81
2024 Q1	$521K	Buy	+4,486	New	+$469K	0.19%	119
2023 Q4	–	Sell	-4,630	Closed	-$544K	–	202
2023 Q3	$544K	Buy	4,630 +342	+8%	+$37.5K	0.66%	44
2023 Q2	$460K	Buy	4,288 +1,884	+78%	+$206K	0.2%	117
2023 Q1	$264K	Buy	2,404 +347	+17%	+$38.4K	0.2%	107
2022 Q4	$227K	Buy	+2,057	New	+$220K	0.19%	111

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TFB Advisors's XOM Position: Q1 2026 in Review

TFB Advisors reduced its ExxonMobil (XOM) stake by 54% in Q1 2026, selling an estimated $254K and leaving 1,459 shares worth $248K. The position accounts for 0.13% of the portfolio, ranked #164.

TFB Advisors first reported a position in XOM in Q4 2022 and has held it in 13 quarters since. The position peaked at $912K in Q3 2024. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

TFB Advisors held 1,459 shares of ExxonMobil worth $248K as of Q1 2026.
TFB Advisors sold 1,739 ExxonMobil shares in Q1 2026, an estimated $254K.
ExxonMobil made up 0.13% of TFB Advisors's portfolio in Q1 2026, its #164 holding.
TFB Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 13 quarters since.
TFB Advisors's ExxonMobil position peaked at $912K in Q3 2024.
4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.