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TRB Wealth Management’s ExxonMobil XOM Stock Holding History

TRB Wealth 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 		$2.86M Sell
20,901
-3,936
-16% -$589K 0.38% 46
2026
Q1 		$4.21M Buy
+24,837
New +$3.62M 0.6% 31

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 $3.37T AUM 44.26% 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

TRB Wealth Management's XOM Position: Q2 2026 in Review

TRB Wealth Management reduced its ExxonMobil (XOM) stake by 16% in Q2 2026, selling an estimated $589K and leaving 20,901 shares worth $2.86M. The position accounts for 0.38% of the portfolio, ranked #46.

TRB Wealth Management first reported a position in XOM in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.21M in Q1 2026. 4,233 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • TRB Wealth Management held 20,901 shares of ExxonMobil worth $2.86M as of Q2 2026.
  • TRB Wealth Management sold 3,936 ExxonMobil shares in Q2 2026, an estimated $589K.
  • ExxonMobil made up 0.38% of TRB Wealth Management's portfolio in Q2 2026, its #46 holding.
  • TRB Wealth Management first reported a position in ExxonMobil in Q1 2026 and has held it in 2 quarters since.
  • TRB Wealth Management's ExxonMobil position peaked at $4.21M in Q1 2026.
  • 4,233 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.