tru Independence’s ExxonMobil XOM Stock Holding History

tru Independence’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	$413K	Buy	3,023 +147	+5%	+$22K	0.18%	66
2026 Q1	$488K	Sell	2,876 -104	-3%	-$15.2K	0.24%	49
2025 Q4	$359K	Buy	2,980 +168	+6%	+$19.5K	0.09%	101
2025 Q3	$317K	Sell	2,812 -282	-9%	-$31.3K	0.08%	108
2025 Q2	$333K	Buy	3,094 +1,022	+49%	+$109K	0.1%	97
2025 Q1	$246K	Buy	2,072 +88	+4%	+$9.73K	0.08%	104
2024 Q4	$213K	Sell	1,984 -83	-4%	-$9.71K	0.07%	108
2024 Q3	$242K	Buy	2,067 +284	+16%	+$32.8K	0.07%	104
2024 Q2	$205K	Buy	+1,783	New	+$208K	0.06%	103
2021 Q3	–	Sell	-678	Closed	-$43K	–	335
2021 Q2	$43K	Buy	+678	New	+$40.5K	0.01%	227
2021 Q1	–	Sell	-10,634	Closed	-$29.3K	–	724
2020 Q4	$29.3K	Buy	10,634 +934	+10%	+$35K	0.05%	127
2020 Q3	$333K	Sell	9,700 -46,045	-83%	-$1.88M	0.09%	137
2020 Q2	$2.49K	Sell	55,745 -526	-0.9%	-$23.6K	0.36%	69
2020 Q1	$2.14K	Hold	56,271	–	–	0.35%	71
2019 Q4	$2.14M	Buy	+56,271	New	+$3.89M	0.31%	86

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

tru Independence's XOM Position: Q2 2026 in Review

tru Independence increased its ExxonMobil (XOM) stake by 5.1% in Q2 2026, buying an estimated $22K and bringing the position to 3,023 shares worth $413K. The position accounts for 0.18% of the portfolio, ranked #66.

tru Independence first reported a position in XOM in Q4 2019 and has held it in 15 quarters since. The position peaked at $2.14M in Q4 2019. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

tru Independence held 3,023 shares of ExxonMobil worth $413K as of Q2 2026.
tru Independence bought 147 ExxonMobil shares in Q2 2026, an estimated $22K.
ExxonMobil made up 0.18% of tru Independence's portfolio in Q2 2026, its #66 holding.
tru Independence first reported a position in ExxonMobil in Q4 2019 and has held it in 15 quarters since.
tru Independence's ExxonMobil position peaked at $2.14M in Q4 2019.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.