Trifecta Capital Advisors’s ExxonMobil XOM Stock Holding History

Trifecta Capital 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	$890K	Sell	6,506 -39	-0.6%	-$5.84K	0.11%	62
2026 Q1	$1.11M	Buy	6,545 +1,000	+18%	+$146K	0.17%	59
2025 Q4	$667K	Sell	5,545 -229	-4%	-$26.6K	0.1%	64
2025 Q3	$651K	Sell	5,774 -305	-5%	-$33.9K	0.1%	68
2025 Q2	$655K	Hold	6,079	–	–	0.11%	65
2025 Q1	$723K	Sell	6,079 -594	-9%	-$65.7K	0.15%	54
2024 Q4	$718K	Sell	6,673 -2,300	-26%	-$269K	0.14%	56
2024 Q3	$1.05M	Sell	8,973 -280	-3%	-$32.3K	0.22%	55
2024 Q2	$1.07M	Buy	9,253 +29	+0.3%	+$3.38K	0.24%	54
2024 Q1	$1.07M	Hold	9,224	–	–	0.26%	59
2023 Q4	$922K	Hold	9,224	–	–	0.26%	58
2023 Q3	$1.08M	Hold	9,224	–	–	0.35%	55
2023 Q2	$989K	Buy	9,224 +2,545	+38%	+$278K	0.32%	56
2023 Q1	$732K	Hold	6,679	–	–	0.26%	61
2022 Q4	$737K	Buy	+6,679	New	+$716K	0.29%	63

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

Trifecta Capital Advisors's XOM Position: Q2 2026 in Review

Trifecta Capital Advisors reduced its ExxonMobil (XOM) stake by 0.6% in Q2 2026, selling an estimated $5.84K and leaving 6,506 shares worth $890K. The position accounts for 0.11% of the portfolio, ranked #62.

Trifecta Capital Advisors first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.11M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Trifecta Capital Advisors held 6,506 shares of ExxonMobil worth $890K as of Q2 2026.
Trifecta Capital Advisors sold 39 ExxonMobil shares in Q2 2026, an estimated $5.84K.
ExxonMobil made up 0.11% of Trifecta Capital Advisors's portfolio in Q2 2026, its #62 holding.
Trifecta Capital Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
Trifecta Capital Advisors's ExxonMobil position peaked at $1.11M in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.