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True Link Financial Advisors’s ExxonMobil XOM Stock Holding History

True Link Financial Advisors’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
Q1 		$442K Sell
2,606
-249
-9% -$36.3K 0.03% 48
2025
Q4 		$344K Buy
2,855
+591
+26% +$68.5K 0.02% 75
2025
Q3 		$255K Sell
2,264
-45
-2% -$5K 0.02% 77
2025
Q2 		$249K Sell
2,309
-137
-6% -$14.6K 0.02% 78
2025
Q1 		$291K Sell
2,446
-9,635
-80% -$1.07M 0.02% 74
2024
Q4 		$1.3M Buy
12,081
+777
+7% +$90.9K 0.11% 23
2024
Q3 		$1.33M Sell
11,304
-162
-1% -$18.7K 0.11% 21
2024
Q2 		$1.32M Sell
11,466
-107
-0.9% -$12.5K 0.12% 22
2024
Q1 		$1.35M Buy
11,573
+144
+1% +$15.1K 0.13% 22
2023
Q4 		$1.14M Buy
11,429
+684
+6% +$71.9K 0.12% 23
2023
Q3 		$1.26M Buy
10,745
+305
+3% +$33.5K 0.15% 41
2023
Q2 		$1.12M Hold
10,440
– – 0.14% 45
2023
Q1 		$1.14M Sell
10,440
-330
-3% -$36.5K 0.14% 50
2022
Q4 		$1.19M Hold
10,770
– – 0.16% 46
2022
Q3 		$940K Hold
10,770
– – 0.14% 58
2022
Q2 		$922K Sell
10,770
-416
-4% -$37.5K 0.14% 60
2022
Q1 		$924K Sell
11,186
-590
-5% -$45.9K 0.13% 65
2021
Q4 		$721K Buy
11,776
+10,750
+1,048% +$672K 0.1% 87
2021
Q3 		$60K Buy
1,026
+590
+135% +$33.6K 0.01% 441
2021
Q2 		$28K Sell
436
-4,000
-90% -$239K ﹤0.01% 468
2021
Q1 		$248K Hold
4,436
– – 0.04% 198
2020
Q4 		$183K Buy
+4,436
New +$166K 0.03% 277

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

True Link Financial Advisors's XOM Position: Q1 2026 in Review

True Link Financial Advisors reduced its ExxonMobil (XOM) stake by 8.7% in Q1 2026, selling an estimated $36.3K and leaving 2,606 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #48.

True Link Financial Advisors first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.35M in Q1 2024. 4,763 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • True Link Financial Advisors held 2,606 shares of ExxonMobil worth $442K as of Q1 2026.
  • True Link Financial Advisors sold 249 ExxonMobil shares in Q1 2026, an estimated $36.3K.
  • ExxonMobil made up 0.03% of True Link Financial Advisors's portfolio in Q1 2026, its #48 holding.
  • True Link Financial Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
  • True Link Financial Advisors's ExxonMobil position peaked at $1.35M in Q1 2024.
  • 4,763 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.