Trivium Point Advisory’s ExxonMobil XOM Stock Holding History

Trivium Point Advisory’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	$2.63M	Buy	19,258 +3,097	+19%	+$464K	0.24%	100
2026 Q1	$2.74M	Sell	16,161 -5,005	-24%	-$730K	0.5%	45
2025 Q4	$2.55M	Sell	21,166 -6,160	-23%	-$714K	0.26%	98
2025 Q3	$3.08M	Sell	27,326 -7,105	-21%	-$790K	0.31%	81
2025 Q2	$3.71M	Buy	34,431 +848	+3%	+$90.6K	0.4%	64
2025 Q1	$3.99M	Sell	33,583 -261	-0.8%	-$28.9K	0.5%	54
2024 Q4	$3.64M	Buy	33,844 +1,267	+4%	+$148K	0.46%	60
2024 Q3	$3.96M	Buy	32,577 +1,527	+5%	+$176K	0.55%	53
2024 Q2	$3.57M	Buy	31,050 +11,801	+61%	+$1.37M	0.53%	56
2024 Q1	$2.24M	Buy	19,249 +1,983	+11%	+$207K	0.48%	62
2023 Q4	$1.73M	Buy	17,266 +2,621	+18%	+$275K	0.42%	73
2023 Q3	$1.7M	Sell	14,645 -670	-4%	-$73.5K	0.47%	72
2023 Q2	$1.64M	Buy	15,315 +850	+6%	+$92.7K	0.44%	76
2023 Q1	$1.59M	Buy	14,465 +146	+1%	+$16.1K	0.43%	79
2022 Q4	$1.58M	Buy	+14,319	New	+$1.53M	0.46%	76
2022 Q1	–	Sell	-9,966	Closed	-$610K	–	265
2021 Q4	$610K	Buy	+9,966	New	+$623K	0.13%	150
2020 Q1	–	Sell	-14,768	Closed	-$1.03M	–	183
2019 Q4	$1.03M	Sell	14,768 -280	-2%	-$19.4K	0.4%	101
2019 Q3	$1.01M	Buy	15,048 +7,630	+103%	+$552K	0.47%	98
2019 Q2	$568K	Buy	+7,418	New	+$574K	0.25%	115

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

Trivium Point Advisory's XOM Position: Q2 2026 in Review

Trivium Point Advisory increased its ExxonMobil (XOM) stake by 19% in Q2 2026, buying an estimated $464K and bringing the position to 19,258 shares worth $2.63M. The position accounts for 0.24% of the portfolio, ranked #100.

Trivium Point Advisory first reported a position in XOM in Q2 2019 and has held it in 19 quarters since. The position peaked at $3.99M in Q1 2025. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Trivium Point Advisory held 19,258 shares of ExxonMobil worth $2.63M as of Q2 2026.
Trivium Point Advisory bought 3,097 ExxonMobil shares in Q2 2026, an estimated $464K.
ExxonMobil made up 0.24% of Trivium Point Advisory's portfolio in Q2 2026, its #100 holding.
Trivium Point Advisory first reported a position in ExxonMobil in Q2 2019 and has held it in 19 quarters since.
Trivium Point Advisory's ExxonMobil position peaked at $3.99M in Q1 2025.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.