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Trinity Financial Advisors’s ExxonMobil XOM Stock Holding History

Trinity Financial 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 		$927K Sell
6,777
-379
-5% -$56.7K 0.24% 46
2026
Q1 		$1.21M Sell
7,156
-171
-2% -$25K 0.35% 39
2025
Q4 		$882K Sell
7,327
-245
-3% -$28.4K 0.25% 43
2025
Q3 		$854K Sell
7,572
-3,924
-34% -$436K 0.25% 45
2025
Q2 		$1.24M Buy
11,496
+34
+0.3% +$3.63K 0.38% 37
2025
Q1 		$1.29M Sell
11,462
-329
-3% -$36.4K 0.46% 30
2024
Q4 		$1.27M Buy
11,791
+1,360
+13% +$159K 0.48% 29
2024
Q3 		$923K Buy
10,431
+30
+0.3% +$3.46K 0.41% 29
2024
Q2 		$1.2M Buy
10,401
+30
+0.3% +$3.49K 0.54% 26
2024
Q1 		$1.21M Sell
10,371
-2,504
-19% -$262K 0.54% 26
2023
Q4 		$1.29M Sell
12,875
-1,657
-11% -$174K 0.63% 24
2023
Q3 		$1.71M Buy
14,532
+1,277
+10% +$140K 0.91% 18
2023
Q2 		$1.42M Buy
13,255
+75
+0.6% +$8.18K 0.76% 19
2023
Q1 		$1.45M Sell
13,180
-588
-4% -$65K 0.88% 16
2022
Q4 		$1.52M Buy
13,768
+1,142
+9% +$122K 1% 15
2022
Q3 		$1.1M Buy
+12,626
New +$1.15M 0.8% 19
2022
Q2 		– Sell
-7,908
Closed -$653K – 67
2022
Q1 		$653K Sell
7,908
-46
-0.6% -$3.58K 0.41% 23
2021
Q4 		$487K Buy
7,954
+160
+2% +$10K 0.29% 29
2021
Q3 		$458K Sell
7,794
-99
-1% -$5.64K 0.31% 23
2021
Q2 		$498K Buy
7,893
+933
+13% +$55.7K 0.35% 23
2021
Q1 		$389K Sell
6,960
-225
-3% -$11.8K 0.3% 28
2020
Q4 		$296K Buy
+7,185
New +$269K 0.27% 44

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Trinity Financial Advisors's XOM Position: Q2 2026 in Review

Trinity Financial Advisors reduced its ExxonMobil (XOM) stake by 5.3% in Q2 2026, selling an estimated $56.7K and leaving 6,777 shares worth $927K. The position accounts for 0.24% of the portfolio, ranked #46.

Trinity Financial Advisors first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.71M in Q3 2023. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Trinity Financial Advisors held 6,777 shares of ExxonMobil worth $927K as of Q2 2026.
  • Trinity Financial Advisors sold 379 ExxonMobil shares in Q2 2026, an estimated $56.7K.
  • ExxonMobil made up 0.24% of Trinity Financial Advisors's portfolio in Q2 2026, its #46 holding.
  • Trinity Financial Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
  • Trinity Financial Advisors's ExxonMobil position peaked at $1.71M in Q3 2023.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.