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Traphagen Investment Advisors’s ExxonMobil XOM Stock Holding History

Traphagen 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
Q2 		$2.32M Buy
16,986
+392
+2% +$58.7K 0.17% 52
2026
Q1 		$2.82M Buy
16,594
+899
+6% +$131K 0.23% 44
2025
Q4 		$1.89M Buy
15,695
+297
+2% +$34.4K 0.16% 52
2025
Q3 		$1.74M Buy
15,398
+954
+7% +$106K 0.15% 51
2025
Q2 		$1.56M Buy
14,444
+798
+6% +$85.3K 0.15% 53
2025
Q1 		$1.62M Buy
13,646
+2,043
+18% +$226K 0.17% 54
2024
Q4 		$1.25M Sell
11,603
-580
-5% -$67.8K 0.13% 59
2024
Q3 		$1.43M Sell
12,183
-435
-3% -$50.2K 0.14% 51
2024
Q2 		$1.45M Buy
12,618
+1,048
+9% +$122K 0.16% 53
2024
Q1 		$1.34M Buy
11,570
+1,080
+10% +$113K 0.14% 57
2023
Q4 		$1.05M Buy
10,490
+188
+2% +$19.8K 0.12% 56
2023
Q3 		$1.21M Sell
10,302
-567
-5% -$62.2K 0.15% 49
2023
Q2 		$1.17M Buy
10,869
+2,737
+34% +$299K 0.15% 52
2023
Q1 		$892K Sell
8,132
-379
-4% -$41.9K 0.13% 57
2022
Q4 		$939K Sell
8,511
-2,679
-24% -$287K 0.15% 51
2022
Q3 		$977K Buy
11,190
+6,944
+164% +$634K 0.18% 42
2022
Q2 		$212K Buy
4,246
+146
+4% +$13.2K 0.04% 131
2022
Q1 		$244K Hold
4,100
– – 0.04% 122
2021
Q4 		$263K Hold
4,100
– – 0.04% 120
2021
Q3 		$212K Hold
4,100
– – 0.04% 126
2021
Q2 		$213K Hold
4,100
– – 0.04% 131
2021
Q1 		$206K Hold
4,100
– – 0.04% 134
2020
Q4 		$200K Sell
4,100
-8,895
-68% -$334K 0.04% 131
2020
Q3 		$103K Buy
12,995
+3,558
+38% +$145K 0.02% 121
2020
Q2 		$422K Sell
9,437
-4,146
-31% -$186K 0.1% 78
2020
Q1 		$516K Buy
13,583
+2,101
+18% +$116K 0.14% 62
2019
Q4 		$801K Sell
11,482
-406
-3% -$28.1K 0.19% 45
2019
Q3 		$839K Buy
11,888
+1,343
+13% +$97.1K 0.22% 40
2019
Q2 		$808K Buy
10,545
+52
+0.5% +$4.03K 0.22% 42
2019
Q1 		$848K Buy
+10,493
New +$800K 0.24% 39

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Traphagen Investment Advisors's XOM Position: Q2 2026 in Review

Traphagen Investment Advisors increased its ExxonMobil (XOM) stake by 2.4% in Q2 2026, buying an estimated $58.7K and bringing the position to 16,986 shares worth $2.32M. The position accounts for 0.17% of the portfolio, ranked #52.

Traphagen Investment Advisors first reported a position in XOM in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.82M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Traphagen Investment Advisors held 16,986 shares of ExxonMobil worth $2.32M as of Q2 2026.
  • Traphagen Investment Advisors bought 392 ExxonMobil shares in Q2 2026, an estimated $58.7K.
  • ExxonMobil made up 0.17% of Traphagen Investment Advisors's portfolio in Q2 2026, its #52 holding.
  • Traphagen Investment Advisors first reported a position in ExxonMobil in Q1 2019 and has held it in 30 quarters since.
  • Traphagen Investment Advisors's ExxonMobil position peaked at $2.82M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.