TLP
XOM icon

Trinity Legacy Partners’s ExxonMobil XOM Stock Holding History

Trinity Legacy 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 		$6.82M Sell
46,713
-3,968
-8% -$594K 1.36% 29
2026
Q1 		$7.56M Buy
50,681
+825
+2% +$120K 1.64% 18
2025
Q4 		$6M Buy
49,856
+710
+1% +$82.3K 1.38% 25
2025
Q3 		$5.62M Buy
49,146
+1,656
+3% +$184K 1.29% 31
2025
Q2 		$5.33M Buy
47,490
+643
+1% +$68.7K 1.29% 30
2025
Q1 		$5.13M Buy
46,847
+30,442
+186% +$3.37M 1.3% 30
2024
Q4 		$1.76M Buy
16,405
+2,132
+15% +$249K 0.45% 59
2024
Q3 		$1.77M Buy
14,273
+1,656
+13% +$191K 0.46% 58
2024
Q2 		$1.45M Buy
12,617
+3,000
+31% +$349K 0.41% 59
2024
Q1 		$1.12M Sell
9,617
-136
-1% -$14.2K 0.33% 64
2023
Q4 		$975K Buy
9,753
+253
+3% +$26.6K 0.31% 64
2023
Q3 		$1.12M Buy
9,500
+1,238
+15% +$136K 0.39% 60
2023
Q2 		$886K Buy
8,262
+431
+6% +$47K 0.31% 51
2023
Q1 		$859K Buy
7,831
+1,092
+16% +$121K 0.32% 51
2022
Q4 		$743K Sell
6,739
-851
-11% -$91.2K 0.3% 51
2022
Q3 		$663K Sell
7,590
-31
-0.4% -$2.83K 0.28% 50
2022
Q2 		$653K Buy
7,621
+669
+10% +$60.3K 0.25% 57
2022
Q1 		$574K Buy
6,952
+688
+11% +$53.5K 0.19% 61
2021
Q4 		$383K Buy
6,264
+1,998
+47% +$125K 0.13% 80
2021
Q3 		$251K Buy
4,266
+61
+1% +$3.48K 0.09% 91
2021
Q2 		$256K Sell
4,205
-173
-4% -$10.3K 0.09% 90
2021
Q1 		$248K Buy
+4,378
New +$230K 0.1% 77
2020
Q4 		– Sell
-6,897
Closed -$236K – 105
2020
Q3 		$236K Sell
6,897
-11,190
-62% -$457K 0.11% 69
2020
Q2 		$803K Buy
18,087
+11,808
+188% +$530K 0.41% 38
2020
Q1 		$254K Sell
6,279
-711
-10% -$39.3K 0.18% 54
2019
Q4 		$488K Sell
6,990
-8
-0.1% -$553 0.23% 54
2019
Q3 		$484K Buy
6,998
+194
+3% +$14K 0.24% 39
2019
Q2 		$482K Sell
6,804
-36,552
-84% -$2.83M 0.33% 34
2019
Q1 		$3.5M Buy
43,356
+933
+2% +$71.1K 2.3% 10
2018
Q4 		$2.89M Buy
+42,423
New +$3.33M 2.8% 9

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 Legacy Partners's XOM Position: Q2 2026 in Review

Trinity Legacy Partners reduced its ExxonMobil (XOM) stake by 7.8% in Q2 2026, selling an estimated $594K and leaving 46,713 shares worth $6.82M. The position accounts for 1.36% of the portfolio, ranked #29.

Trinity Legacy Partners first reported a position in XOM in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.56M in Q1 2026. 2,122 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Trinity Legacy Partners held 46,713 shares of ExxonMobil worth $6.82M as of Q2 2026.
  • Trinity Legacy Partners sold 3,968 ExxonMobil shares in Q2 2026, an estimated $594K.
  • ExxonMobil made up 1.36% of Trinity Legacy Partners's portfolio in Q2 2026, its #29 holding.
  • Trinity Legacy Partners first reported a position in ExxonMobil in Q4 2018 and has held it in 30 quarters since.
  • Trinity Legacy Partners's ExxonMobil position peaked at $7.56M in Q1 2026.
  • 2,122 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Trinity Legacy Partners's 13F filing for Q2 2026, filed 24 Jul 2026.