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TFO Wealth Partners’s ExxonMobil XOM Stock Holding History

TFO Wealth Partners’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 		– Sell
-1,968
Closed -$334K – 76
2026
Q1 		$334K Buy
+1,968
New +$287K 0.05% 57
2024
Q3 		– Sell
-3,461
Closed -$398K – 54
2024
Q2 		$398K Buy
3,461
+3,417
+7,766% +$398K 0.08% 31
2024
Q1 		$5.12K Sell
44
-46
-51% -$4.81K ﹤0.01% 104
2023
Q4 		$9K Sell
90
-878
-91% -$92.3K ﹤0.01% 101
2023
Q3 		$104K Buy
968
+525
+119% +$57.6K 0.02% 60
2023
Q2 		$47.5K Hold
443
– – 0.01% 80
2023
Q1 		$48.6K Buy
443
+442
+44,200% +$48.9K 0.01% 68
2022
Q4 		$99 Buy
+1
New +$107 ﹤0.01% 776
2022
Q3 		– Sell
-603
Closed -$52K – 509
2022
Q2 		$52K Buy
+603
New +$54.4K 0.01% 68
2022
Q1 		– Sell
-43
Closed -$3K – 177
2021
Q4 		$3K Buy
43
+41
+2,050% +$2.56K ﹤0.01% 120
2021
Q3 		$0 Buy
+2
New +$114 ﹤0.01% 191
2021
Q2 		– Sell
-300
Closed -$17K – 193
2021
Q1 		$17K Buy
+300
New +$15.7K 0.01% 116
2020
Q4 		– Sell
-263
Closed -$9K – 176
2020
Q3 		$9K Sell
263
-101
-28% -$4.13K ﹤0.01% 83
2020
Q2 		$16K Sell
364
-500
-58% -$22.4K 0.01% 71
2020
Q1 		$32K Buy
864
+500
+137% +$27.6K 0.01% 71
2019
Q4 		$25K Buy
+364
New +$25.2K 0.02% 87

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 $3.37T AUM 44.26% 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

TFO Wealth Partners's XOM Position: Q2 2026 in Review

TFO Wealth Partners sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,968 shares — an estimated $334K sold.

TFO Wealth Partners first reported a position in XOM in Q4 2019 and held it in 16 quarters. The position peaked at $398K in Q2 2024. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • TFO Wealth Partners reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • TFO Wealth Partners sold 1,968 ExxonMobil shares in Q2 2026, an estimated $334K.
  • TFO Wealth Partners first reported a position in ExxonMobil in Q4 2019 and held it in 16 quarters.
  • TFO Wealth Partners's ExxonMobil position peaked at $398K in Q2 2024.
  • 4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.