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 Q3	$204K	Buy	+1,256	New	+$196K	0.07%	49
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Trellis Wealth Advisors's XOM Position: Q3 2026 in Review

Trellis Wealth Advisors opened a new position in ExxonMobil (XOM) in Q3 2026: 1,256 shares worth $204K. The stake represents 0.07% of the portfolio and ranks #49 among its holdings. This is a return to the name: Trellis Wealth Advisors previously reported a position in XOM as recently as Q1 2026.

Trellis Wealth Advisors first reported a position in XOM in Q3 2023 and has held it in 3 quarters since. The position peaked at $260K in Q1 2026. 2,397 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Trellis Wealth Advisors held 1,256 shares of ExxonMobil worth $204K as of Q3 2026.
ExxonMobil was a new Trellis Wealth Advisors position in Q3 2026.
ExxonMobil made up 0.07% of Trellis Wealth Advisors's portfolio in Q3 2026, its #49 holding.
Trellis Wealth Advisors first reported a position in ExxonMobil in Q3 2023 and has held it in 3 quarters since.
Trellis Wealth Advisors's ExxonMobil position peaked at $260K in Q1 2026.
2,397 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Trellis Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.