Trajan Wealth’s ExxonMobil XOM Stock Holding History

Trajan Wealth’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	-1,851	Closed	-$314K	–	165
2026 Q1	$314K	Buy	+1,851	New	+$270K	0.01%	124
2025 Q1	–	Sell	-4,997	Closed	-$538K	–	190
2024 Q4	$538K	Hold	4,997	–	–	0.03%	126
2024 Q3	$586K	Sell	4,997 -56	-1%	-$6.47K	0.03%	121
2024 Q2	$582K	Buy	+5,053	New	+$589K	0.04%	123

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

Trajan Wealth's XOM Position: Q2 2026 in Review

Trajan Wealth sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,851 shares — an estimated $314K sold.

Trajan Wealth first reported a position in XOM in Q2 2024 and held it in 4 quarters. The position peaked at $586K in Q3 2024. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Trajan Wealth reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Trajan Wealth sold 1,851 ExxonMobil shares in Q2 2026, an estimated $314K.
Trajan Wealth first reported a position in ExxonMobil in Q2 2024 and held it in 4 quarters.
Trajan Wealth's ExxonMobil position peaked at $586K in Q3 2024.
4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.