TAFW
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tred Avon Family Wealth's XOM Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its ExxonMobil (XOM) stake by 2% in Q1 2026, selling an estimated $72.4K and leaving 24,012 shares worth $4.07M. The position accounts for 1.35% of the portfolio, ranked #12.

Tred Avon Family Wealth first reported a position in XOM in Q3 2025 and has held it in 3 quarters since. 4,769 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Tred Avon Family Wealth held 24,012 shares of ExxonMobil worth $4.07M as of Q1 2026.
  • Tred Avon Family Wealth sold 496 ExxonMobil shares in Q1 2026, an estimated $72.4K.
  • ExxonMobil made up 1.35% of Tred Avon Family Wealth's portfolio in Q1 2026, its #12 holding.
  • Tred Avon Family Wealth first reported a position in ExxonMobil in Q3 2025 and has held it in 3 quarters since.
  • 4,769 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.