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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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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. 777 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.
  • 777 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.