Triune Financial Partners’s ExxonMobil XOM Stock Holding History

Triune Financial 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	$501K	Buy	3,661 +42	+1%	+$6.29K	0.1%	25
2026 Q1	$614K	Buy	3,619 +6	+0.2%	+$876	0.15%	22
2025 Q4	$511K	Buy	3,613 +194	+6%	+$22.5K	0.12%	26
2025 Q3	$386K	Buy	3,419 +14	+0.4%	+$1.56K	0.1%	28
2025 Q2	$367K	Sell	3,405 -2,012	-37%	-$215K	0.1%	27
2025 Q1	$644K	Buy	5,417 +1,825	+51%	+$202K	0.2%	15
2024 Q4	$386K	Sell	3,592 -571	-14%	-$66.8K	0.12%	21
2024 Q3	$488K	Sell	4,163 -166	-4%	-$19.2K	0.15%	17
2024 Q2	$498K	Sell	4,329 -181	-4%	-$21.1K	0.17%	16
2024 Q1	$524K	Buy	4,510 +39	+0.9%	+$4.08K	0.18%	17
2023 Q4	$447K	Sell	4,471 -403	-8%	-$42.4K	0.17%	17
2023 Q3	$573K	Hold	4,874	–	–	0.24%	13
2023 Q2	$523K	Buy	+4,874	New	+$532K	0.21%	13

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Triune Financial Partners's XOM Position: Q2 2026 in Review

Triune Financial Partners increased its ExxonMobil (XOM) stake by 1.2% in Q2 2026, buying an estimated $6.29K and bringing the position to 3,661 shares worth $501K. The position accounts for 0.1% of the portfolio, ranked #25.

Triune Financial Partners first reported a position in XOM in Q2 2023 and has held it in 13 quarters since. The position peaked at $644K in Q1 2025. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Triune Financial Partners held 3,661 shares of ExxonMobil worth $501K as of Q2 2026.
Triune Financial Partners bought 42 ExxonMobil shares in Q2 2026, an estimated $6.29K.
ExxonMobil made up 0.1% of Triune Financial Partners's portfolio in Q2 2026, its #25 holding.
Triune Financial Partners first reported a position in ExxonMobil in Q2 2023 and has held it in 13 quarters since.
Triune Financial Partners's ExxonMobil position peaked at $644K in Q1 2025.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Triune Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.