TWM
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Thrive Wealth Management’s ExxonMobil XOM Stock Holding History

Thrive 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 		$1.7M Sell
12,466
-833
-6% -$125K 0.22% 56
2026
Q1 		$2.26M Buy
13,299
+36
+0.3% +$5.25K 0.34% 34
2025
Q4 		$1.6M Buy
13,263
+902
+7% +$105K 0.23% 51
2025
Q3 		$1.39M Buy
12,361
+380
+3% +$42.2K 0.21% 53
2025
Q2 		$1.29M Buy
11,981
+398
+3% +$42.5K 0.21% 54
2025
Q1 		$1.38M Sell
11,583
-119
-1% -$13.2K 0.26% 44
2024
Q4 		$1.26M Sell
11,702
-677
-5% -$79.2K 0.23% 51
2024
Q3 		$1.45M Sell
12,379
-77
-0.6% -$8.89K 0.27% 45
2024
Q2 		$1.43M Buy
12,456
+217
+2% +$25.3K 0.28% 43
2024
Q1 		$1.42M Buy
12,239
+535
+5% +$56K 0.29% 40
2023
Q4 		$1.17M Sell
11,704
-1,356
-10% -$143K 0.26% 50
2023
Q3 		$1.54M Buy
13,060
+443
+4% +$48.6K 0.41% 28
2023
Q2 		$1.35M Buy
12,617
+125
+1% +$13.6K 0.35% 35
2023
Q1 		$1.37M Buy
12,492
+690
+6% +$76.3K 0.35% 32
2022
Q4 		$1.3M Buy
11,802
+2,005
+20% +$215K 0.37% 32
2022
Q3 		$855K Buy
9,797
+2,402
+32% +$219K 0.3% 41
2022
Q2 		$633K Buy
7,395
+443
+6% +$40K 0.22% 57
2022
Q1 		$574K Buy
6,952
+287
+4% +$22.3K 0.17% 68
2021
Q4 		$408K Buy
+6,665
New +$417K 0.14% 95

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

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

Thrive Wealth Management reduced its ExxonMobil (XOM) stake by 6.3% in Q2 2026, selling an estimated $125K and leaving 12,466 shares worth $1.7M. The position accounts for 0.22% of the portfolio, ranked #56.

Thrive Wealth Management first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.26M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Thrive Wealth Management held 12,466 shares of ExxonMobil worth $1.7M as of Q2 2026.
  • Thrive Wealth Management sold 833 ExxonMobil shares in Q2 2026, an estimated $125K.
  • ExxonMobil made up 0.22% of Thrive Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Thrive Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's ExxonMobil position peaked at $2.26M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.