TritonPoint Wealth’s ExxonMobil XOM Stock Holding History

TritonPoint Wealth’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 Q3	$1.47M	Sell	9,022 -77	-0.8%	-$12K	0.15%	111
2026 Q2	$1.24M	Sell	9,099 -1,983	-18%	-$297K	0.12%	115
2026 Q1	$1.88M	Buy	11,082 +399	+4%	+$58.2K	0.2%	99
2025 Q4	$1.29M	Sell	10,683 -8,804	-45%	-$1.02M	0.13%	111
2025 Q3	$2.2M	Sell	19,487 -1,183	-6%	-$132K	0.19%	114
2025 Q2	$2.23M	Buy	20,670 +777	+4%	+$83.1K	0.21%	111
2025 Q1	$2.37M	Sell	19,893 -377	-2%	-$41.7K	0.23%	104
2024 Q4	$2.18M	Sell	20,270 -825	-4%	-$96.5K	0.2%	112
2024 Q3	$2.44M	Buy	21,095 +546	+3%	+$63K	0.22%	103
2024 Q2	$2.37M	Buy	20,549 +3,073	+18%	+$358K	0.23%	102
2024 Q1	$1.88M	Sell	17,476 -1,858	-10%	-$194K	0.2%	110
2023 Q4	$1.93M	Buy	+19,334	New	+$2.03M	0.19%	114

Other funds holding XOM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TritonPoint Wealth's XOM Position: Q3 2026 in Review

TritonPoint Wealth reduced its ExxonMobil (XOM) stake by 0.85% in Q3 2026, selling an estimated $12K and leaving 9,022 shares worth $1.47M. The position accounts for 0.15% of the portfolio, ranked #111.

TritonPoint Wealth first reported a position in XOM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.44M in Q3 2024. 3,002 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

TritonPoint Wealth held 9,022 shares of ExxonMobil worth $1.47M as of Q3 2026.
TritonPoint Wealth sold 77 ExxonMobil shares in Q3 2026, an estimated $12K.
ExxonMobil made up 0.15% of TritonPoint Wealth's portfolio in Q3 2026, its #111 holding.
TritonPoint Wealth first reported a position in ExxonMobil in Q4 2023 and has held it in 12 quarters since.
TritonPoint Wealth's ExxonMobil position peaked at $2.44M in Q3 2024.
3,002 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.