Trail Ridge Investment Advisors’s ExxonMobil XOM Stock Holding History

Trail Ridge Investment Advisors’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 Q1	$635K	Hold	3,745	–	–	0.28%	61
2025 Q4	$451K	Sell	3,745 -2,241	-37%	-$260K	0.19%	78
2025 Q3	$675K	Buy	5,986 +1,286	+27%	+$143K	0.3%	63
2025 Q2	$525K	Hold	4,700	–	–	0.25%	68
2025 Q1	$559K	Hold	4,700	–	–	0.29%	64
2024 Q4	$506K	Hold	4,700	–	–	0.24%	73
2024 Q3	$565K	Hold	4,700	–	–	0.27%	67
2024 Q2	$541K	Hold	4,700	–	–	0.28%	68
2024 Q1	$546K	Sell	4,700 -335	-7%	-$35.1K	0.31%	65
2023 Q4	$503K	Buy	5,035 +1,000	+25%	+$105K	0.31%	64
2023 Q3	$474K	Hold	4,035	–	–	0.32%	64
2023 Q2	$433K	Hold	4,035	–	–	0.27%	76
2023 Q1	$442K	Hold	4,035	–	–	0.29%	76
2022 Q4	$445K	Sell	4,035 -1,208	-23%	-$129K	0.31%	79
2022 Q3	$597K	Sell	5,243 -379	-7%	-$34.6K	0.39%	70
2022 Q2	$481K	Buy	5,622 +523	+10%	+$47.2K	0.33%	85
2022 Q1	$421K	Sell	5,099 -1,394	-21%	-$108K	0.26%	101
2021 Q4	$397K	Buy	+6,493	New	+$406K	0.24%	101

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Trail Ridge Investment Advisors's XOM Position: Q1 2026 in Review

Trail Ridge Investment Advisors held its ExxonMobil (XOM) position steady in Q1 2026 at 3,745 shares worth $635K. The position accounts for 0.28% of the portfolio, ranked #61.

Trail Ridge Investment Advisors first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. The position peaked at $675K in Q3 2025. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Trail Ridge Investment Advisors held 3,745 shares of ExxonMobil worth $635K as of Q1 2026.
Trail Ridge Investment Advisors left its ExxonMobil share count unchanged in Q1 2026.
ExxonMobil made up 0.28% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #61 holding.
Trail Ridge Investment Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
Trail Ridge Investment Advisors's ExxonMobil position peaked at $675K in Q3 2025.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.