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TFC Financial Management’s ExxonMobil XOM Stock Holding History

TFC Financial 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 		$5.69M Buy
41,610
+879
+2% +$132K 0.63% 16
2026
Q1 		$6.91M Buy
40,731
+140
+0.3% +$20.4K 0.85% 14
2025
Q4 		$4.88M Sell
40,591
-140
-0.3% -$16.2K 0.61% 15
2025
Q3 		$4.59M Sell
40,731
-700
-2% -$77.8K 0.59% 15
2025
Q2 		$4.47M Sell
41,431
-524
-1% -$56K 0.61% 15
2025
Q1 		$4.99M Sell
41,955
-521
-1% -$57.6K 0.76% 15
2024
Q4 		$4.57M Buy
42,476
+991
+2% +$116K 0.72% 13
2024
Q3 		$4.86M Buy
41,485
+1,265
+3% +$146K 0.77% 13
2024
Q2 		$4.63M Sell
40,220
-719
-2% -$83.7K 0.81% 15
2024
Q1 		$4.76M Sell
40,939
-163
-0.4% -$17.1K 0.85% 15
2023
Q4 		$4.11M Sell
41,102
-715
-2% -$75.1K 0.83% 16
2023
Q3 		$4.92M Sell
41,817
-137
-0.3% -$15K 1.17% 10
2023
Q2 		$4.5M Buy
41,954
+4,993
+14% +$545K 1.11% 12
2023
Q1 		$4.05M Buy
36,961
+890
+2% +$98.4K 1.05% 14
2022
Q4 		$3.98M Sell
36,071
-428
-1% -$45.9K 1.15% 14
2022
Q3 		$3.19M Sell
36,499
-311
-0.8% -$28.4K 1.01% 14
2022
Q2 		$3.15M Buy
36,810
+353
+1% +$31.8K 0.94% 16
2022
Q1 		$3.01M Sell
36,457
-110
-0.3% -$8.55K 0.86% 15
2021
Q4 		$2.24M Sell
36,567
-437
-1% -$27.3K 0.68% 15
2021
Q3 		$2.18M Sell
37,004
-152
-0.4% -$8.66K 0.72% 15
2021
Q2 		$2.34M Sell
37,156
-473
-1% -$28.2K 0.8% 14
2021
Q1 		$2.1M Buy
37,629
+12
+0% +$629 0.83% 13
2020
Q4 		$1.55M Sell
37,617
-1,168
-3% -$43.8K 0.65% 13
2020
Q3 		$1.33M Buy
+38,785
New +$1.59M 0.66% 14

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

TFC Financial Management's XOM Position: Q2 2026 in Review

TFC Financial Management increased its ExxonMobil (XOM) stake by 2.2% in Q2 2026, buying an estimated $132K and bringing the position to 41,610 shares worth $5.69M. The position accounts for 0.63% of the portfolio, ranked #16.

TFC Financial Management first reported a position in XOM in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.91M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • TFC Financial Management held 41,610 shares of ExxonMobil worth $5.69M as of Q2 2026.
  • TFC Financial Management bought 879 ExxonMobil shares in Q2 2026, an estimated $132K.
  • ExxonMobil made up 0.63% of TFC Financial Management's portfolio in Q2 2026, its #16 holding.
  • TFC Financial Management first reported a position in ExxonMobil in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's ExxonMobil position peaked at $6.91M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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