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Trellis Wealth Advisors’s ExxonMobil XOM Stock Holding History

Trellis Wealth 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 		– Sell
-1,534
Closed -$260K – 51
2026
Q1 		$260K Buy
+1,534
New +$224K 0.1% 42
2023
Q4 		– Sell
-2,022
Closed -$238K – 38
2023
Q3 		$238K Buy
+2,022
New +$222K 0.15% 31

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Trellis Wealth Advisors's XOM Position: Q2 2026 in Review

Trellis Wealth Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,534 shares — an estimated $260K sold.

Trellis Wealth Advisors first reported a position in XOM in Q3 2023 and held it in 2 quarters. The position peaked at $260K in Q1 2026. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Trellis Wealth Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Trellis Wealth Advisors sold 1,534 ExxonMobil shares in Q2 2026, an estimated $260K.
  • Trellis Wealth Advisors first reported a position in ExxonMobil in Q3 2023 and held it in 2 quarters.
  • Trellis Wealth Advisors's ExxonMobil position peaked at $260K in Q1 2026.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Trellis Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.