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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

TritonPoint Wealth's XOM Position: Q2 2026 in Review

TritonPoint Wealth reduced its ExxonMobil (XOM) stake by 18% in Q2 2026, selling an estimated $297K and leaving 9,099 shares worth $1.24M. The position accounts for 0.12% of the portfolio, ranked #115.

TritonPoint Wealth first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.44M in Q3 2024. 4,278 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • TritonPoint Wealth held 9,099 shares of ExxonMobil worth $1.24M as of Q2 2026.
  • TritonPoint Wealth sold 1,983 ExxonMobil shares in Q2 2026, an estimated $297K.
  • ExxonMobil made up 0.12% of TritonPoint Wealth's portfolio in Q2 2026, its #115 holding.
  • TritonPoint Wealth first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's ExxonMobil position peaked at $2.44M in Q3 2024.
  • 4,278 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.