Towercrest Capital Management’s ExxonMobil XOM Stock Holding History

Towercrest Capital 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	$404K	Buy	+2,958	New	+$443K	0.06%	76
2025 Q1	–	Sell	-4,008	Closed	-$431K	–	104
2024 Q4	$431K	Sell	4,008 -47	-1%	-$5.5K	0.07%	74
2024 Q3	$475K	Sell	4,055 -67	-2%	-$7.74K	0.08%	73
2024 Q2	$475K	Buy	4,122 +954	+30%	+$111K	0.08%	75
2024 Q1	$368K	Sell	3,168 -340	-10%	-$35.6K	0.06%	83
2023 Q4	$351K	Buy	3,508 +23	+0.7%	+$2.42K	0.06%	82
2023 Q3	$410K	Buy	3,485 +8	+0.2%	+$877	0.08%	71
2023 Q2	$373K	Buy	+3,477	New	+$379K	0.07%	79
2019 Q3	–	Sell	-2,623	Closed	-$201K	–	75
2019 Q2	$201K	Hold	2,623	–	–	0.06%	74
2019 Q1	$211K	Buy	+2,623	New	+$200K	0.06%	66
2018 Q4	–	Sell	-2,952	Closed	-$250K	–	74
2018 Q3	$250K	Buy	+2,952	New	+$241K	0.07%	68

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Towercrest Capital Management's XOM Position: Q2 2026 in Review

Towercrest Capital Management opened a new position in ExxonMobil (XOM) in Q2 2026: 2,958 shares worth $404K. The stake represents 0.06% of the portfolio and ranks #76 among its holdings. This is a return to the name: Towercrest Capital Management previously reported a position in XOM as recently as Q4 2024.

Towercrest Capital Management first reported a position in XOM in Q3 2018 and has held it in 11 quarters since. The position peaked at $475K in Q3 2024. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Towercrest Capital Management held 2,958 shares of ExxonMobil worth $404K as of Q2 2026.
ExxonMobil was a new Towercrest Capital Management position in Q2 2026.
ExxonMobil made up 0.06% of Towercrest Capital Management's portfolio in Q2 2026, its #76 holding.
Towercrest Capital Management first reported a position in ExxonMobil in Q3 2018 and has held it in 11 quarters since.
Towercrest Capital Management's ExxonMobil position peaked at $475K in Q3 2024.
4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Towercrest Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.