Triad Wealth Partners’s ExxonMobil XOM Stock Holding History

Triad Wealth Partners’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	$6.43M	Sell	41,471 -73	-0.2%	-$10.9K	0.38%	47
2026 Q1	$7.05M	Buy	41,544 +4,307	+12%	+$629K	0.56%	38
2025 Q4	$4.48M	Buy	37,237 +1,137	+3%	+$132K	0.43%	55
2025 Q3	$4.07M	Buy	36,100 +19,622	+119%	+$2.18M	0.52%	43
2025 Q2	$1.78M	Buy	16,478 +6,670	+68%	+$713K	0.36%	57
2025 Q1	$1.17M	Buy	9,808 +1,873	+24%	+$207K	0.36%	48
2024 Q4	$854K	Buy	+7,935	New	+$928K	0.31%	57
2024 Q3	–	Sell	-6,722	Closed	-$774K	–	970
2024 Q2	$774K	Buy	6,722 +1,544	+30%	+$180K	0.41%	29
2024 Q1	$602K	Buy	+5,178	New	+$542K	0.46%	26

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Triad Wealth Partners's XOM Position: Q2 2026 in Review

Triad Wealth Partners reduced its ExxonMobil (XOM) stake by 0.18% in Q2 2026, selling an estimated $10.9K and leaving 41,471 shares worth $6.43M. The position accounts for 0.38% of the portfolio, ranked #47.

Triad Wealth Partners first reported a position in XOM in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.05M in Q1 2026. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Triad Wealth Partners held 41,471 shares of ExxonMobil worth $6.43M as of Q2 2026.
Triad Wealth Partners sold 73 ExxonMobil shares in Q2 2026, an estimated $10.9K.
ExxonMobil made up 0.38% of Triad Wealth Partners's portfolio in Q2 2026, its #47 holding.
Triad Wealth Partners first reported a position in ExxonMobil in Q1 2024 and has held it in 9 quarters since.
Triad Wealth Partners's ExxonMobil position peaked at $7.05M in Q1 2026.
4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.