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Tred Avon Family Wealth’s ExxonMobil XOM Stock Holding History

Tred Avon Family 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 		$3.25M Sell
23,780
-232
-1% -$34.7K 1% 18
2026
Q1 		$4.07M Sell
24,012
-496
-2% -$72.4K 1.35% 12
2025
Q4 		$2.95M Sell
24,508
-71
-0.3% -$8.23K 0.96% 20
2025
Q3 		$2.77M Buy
+24,579
New +$2.73M 0.95% 21

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

Tred Avon Family Wealth's XOM Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its ExxonMobil (XOM) stake by 0.97% in Q2 2026, selling an estimated $34.7K and leaving 23,780 shares worth $3.25M. The position accounts for 1% of the portfolio, ranked #18.

Tred Avon Family Wealth first reported a position in XOM in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.07M in Q1 2026. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Tred Avon Family Wealth held 23,780 shares of ExxonMobil worth $3.25M as of Q2 2026.
  • Tred Avon Family Wealth sold 232 ExxonMobil shares in Q2 2026, an estimated $34.7K.
  • ExxonMobil made up 1% of Tred Avon Family Wealth's portfolio in Q2 2026, its #18 holding.
  • Tred Avon Family Wealth first reported a position in ExxonMobil in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's ExxonMobil position peaked at $4.07M in Q1 2026.
  • 4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.