Trademark Financial Management’s ExxonMobil XOM Stock Holding History

Trademark Financial 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	$378K	Sell	2,764 -101	-4%	-$15.1K	0.15%	86
2026 Q1	$486K	Sell	2,865 -35	-1%	-$5.11K	0.24%	66
2025 Q4	$349K	Sell	2,900 -20	-0.7%	-$2.32K	0.19%	76
2025 Q3	$329K	Hold	2,920	–	–	0.19%	77
2025 Q2	$315K	Sell	2,920 -26	-0.9%	-$2.78K	0.19%	71
2025 Q1	$350K	Buy	2,946 +52	+2%	+$5.75K	0.27%	68
2024 Q4	$311K	Buy	2,894 +226	+8%	+$26.4K	0.25%	72
2024 Q3	$313K	Hold	2,668	–	–	0.25%	71
2024 Q2	$307K	Buy	+2,668	New	+$311K	0.25%	72

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Trademark Financial Management's XOM Position: Q2 2026 in Review

Trademark Financial Management reduced its ExxonMobil (XOM) stake by 3.5% in Q2 2026, selling an estimated $15.1K and leaving 2,764 shares worth $378K. The position accounts for 0.15% of the portfolio, ranked #86.

Trademark Financial Management first reported a position in XOM in Q2 2024 and has held it in 9 quarters since. The position peaked at $486K in Q1 2026. 2,122 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Trademark Financial Management held 2,764 shares of ExxonMobil worth $378K as of Q2 2026.
Trademark Financial Management sold 101 ExxonMobil shares in Q2 2026, an estimated $15.1K.
ExxonMobil made up 0.15% of Trademark Financial Management's portfolio in Q2 2026, its #86 holding.
Trademark Financial Management first reported a position in ExxonMobil in Q2 2024 and has held it in 9 quarters since.
Trademark Financial Management's ExxonMobil position peaked at $486K in Q1 2026.
2,122 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.