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Trilogy Capital’s ExxonMobil XOM Stock Holding History

Trilogy Capital’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 		$1.51M Sell
11,061
-278
-2% -$41.6K 0.06% 172
2026
Q1 		$1.92M Buy
11,339
+506
+5% +$73.8K 0.08% 148
2025
Q4 		$1.3M Buy
10,833
+158
+1% +$18.3K 0.06% 168
2025
Q3 		$1.2M Sell
10,675
-3,989
-27% -$443K 0.06% 169
2025
Q2 		$1.58M Sell
14,664
-19,635
-57% -$2.1M 0.08% 152
2025
Q1 		$4.08M Buy
34,299
+3,114
+10% +$344K 0.21% 69
2024
Q4 		$3.35M Buy
31,185
+907
+3% +$106K 0.17% 91
2024
Q3 		$3.55M Buy
30,278
+102
+0.3% +$11.8K 0.18% 90
2024
Q2 		$3.47M Buy
30,176
+1,250
+4% +$146K 0.19% 88
2024
Q1 		$3.36M Buy
28,926
+3,727
+15% +$390K 0.19% 87
2023
Q4 		$2.52M Buy
+25,199
New +$2.65M 0.16% 115
2022
Q3 		– Sell
-2,440
Closed -$209K – 187
2022
Q2 		$209K Buy
+2,440
New +$220K 0.02% 151
2021
Q2 		– Sell
-3,589
Closed -$200K – 192
2021
Q1 		$200K Buy
+3,589
New +$188K 0.02% 156
2020
Q1 		– Sell
-3,481
Closed -$245K – 146
2019
Q4 		$245K Buy
3,481
+231
+7% +$16K 0.02% 105
2019
Q3 		$224K Buy
3,250
+9
+0.3% +$651 0.02% 107
2019
Q2 		$251K Buy
3,241
+28
+0.9% +$2.17K 0.03% 105
2019
Q1 		$260K Sell
3,213
-85
-3% -$6.48K 0.03% 107
2018
Q4 		$225K Buy
3,298
+27
+0.8% +$2.12K 0.03% 116
2018
Q3 		$278K Sell
3,271
-224
-6% -$18.3K 0.03% 118
2018
Q2 		$289K Buy
3,495
+1,498
+75% +$119K 0.04% 99
2018
Q1 		$149K Buy
+1,997
New +$160K 0.02% 131

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

Trilogy Capital's XOM Position: Q2 2026 in Review

Trilogy Capital reduced its ExxonMobil (XOM) stake by 2.5% in Q2 2026, selling an estimated $41.6K and leaving 11,061 shares worth $1.51M. The position accounts for 0.06% of the portfolio, ranked #172.

Trilogy Capital first reported a position in XOM in Q1 2018 and has held it in 21 quarters since. The position peaked at $4.08M in Q1 2025. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Trilogy Capital held 11,061 shares of ExxonMobil worth $1.51M as of Q2 2026.
  • Trilogy Capital sold 278 ExxonMobil shares in Q2 2026, an estimated $41.6K.
  • ExxonMobil made up 0.06% of Trilogy Capital's portfolio in Q2 2026, its #172 holding.
  • Trilogy Capital first reported a position in ExxonMobil in Q1 2018 and has held it in 21 quarters since.
  • Trilogy Capital's ExxonMobil position peaked at $4.08M in Q1 2025.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.