Tradewinds LLC’s ExxonMobil XOM Stock Holding History

Tradewinds LLC’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	$2.39M	Buy	71,961 +57,598	+401%	+$8.62M	0.54%	45
2026 Q1	$2.19M	Sell	14,363 -742	-5%	-$108K	0.71%	30
2025 Q4	$1.82M	Sell	15,105 -246	-2%	-$28.5K	0.43%	46
2025 Q3	$1.73M	Buy	15,351 +10,570	+221%	+$1.18M	0.42%	51
2025 Q2	$515K	Sell	4,781 -11,207	-70%	-$1.2M	0.39%	52
2025 Q1	$1.9M	Buy	15,988 +312	+2%	+$34.5K	0.54%	41
2024 Q4	$1.76M	Sell	15,676 -6,066	-28%	-$710K	0.49%	41
2024 Q3	$2.55M	Sell	21,742 -144	-0.7%	-$16.6K	0.78%	34
2024 Q2	$2.52M	Buy	21,886 +18,592	+564%	+$2.17M	0.77%	34
2024 Q1	$383K	Buy	+3,294	New	+$345K	0.18%	46
2023 Q3	$398K	Sell	3,383 -1,307	-28%	-$143K	0.23%	72
2023 Q2	$503K	Hold	4,690	–	–	0.3%	58
2023 Q1	$514K	Buy	+4,690	New	+$519K	0.31%	58
2022 Q4	–	Sell	-4,705	Closed	-$411K	–	214
2022 Q3	$411K	Buy	4,705 +39	+0.8%	+$3.56K	0.3%	66
2022 Q2	$400K	Buy	+4,666	New	+$421K	0.27%	70
2021 Q4	$337K	Buy	+3,375	New	+$211K	0.4%	39

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

Tradewinds LLC's XOM Position: Q2 2026 in Review

Tradewinds LLC increased its ExxonMobil (XOM) stake by 401% in Q2 2026, buying an estimated $8.62M and bringing the position to 71,961 shares worth $2.39M. The position accounts for 0.54% of the portfolio, ranked #45.

Tradewinds LLC first reported a position in XOM in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.55M in Q3 2024. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Tradewinds LLC held 71,961 shares of ExxonMobil worth $2.39M as of Q2 2026.
Tradewinds LLC bought 57,598 ExxonMobil shares in Q2 2026, an estimated $8.62M.
ExxonMobil made up 0.54% of Tradewinds LLC's portfolio in Q2 2026, its #45 holding.
Tradewinds LLC first reported a position in ExxonMobil in Q4 2021 and has held it in 16 quarters since.
Tradewinds LLC's ExxonMobil position peaked at $2.55M in Q3 2024.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.