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TLWM Financial’s ExxonMobil XOM Stock Holding History

TLWM Financial’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
-10,403
Closed -$1.76M – 78
2026
Q1 		$1.76M Buy
10,403
+159
+2% +$23.2K 0.32% 29
2025
Q4 		$1.23M Buy
10,244
+31
+0.3% +$3.6K 0.23% 36
2025
Q3 		$1.15M Buy
10,213
+560
+6% +$62.3K 0.21% 40
2025
Q2 		$1.04M Buy
9,653
+209
+2% +$22.3K 0.2% 40
2025
Q1 		$1.12M Buy
9,444
+50
+0.5% +$5.53K 0.22% 41
2024
Q4 		$1.01M Buy
9,394
+226
+2% +$26.4K 0.2% 43
2024
Q3 		$1.07M Sell
9,168
-116
-1% -$13.4K 0.22% 40
2024
Q2 		$1.07M Buy
+9,284
New +$1.08M 0.23% 37

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

TLWM Financial's XOM Position: Q2 2026 in Review

TLWM Financial sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 10,403 shares — an estimated $1.76M sold.

TLWM Financial first reported a position in XOM in Q2 2024 and held it in 8 quarters. The position peaked at $1.76M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • TLWM Financial reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • TLWM Financial sold 10,403 ExxonMobil shares in Q2 2026, an estimated $1.76M.
  • TLWM Financial first reported a position in ExxonMobil in Q2 2024 and held it in 8 quarters.
  • TLWM Financial's ExxonMobil position peaked at $1.76M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.