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True North Advisors’s ExxonMobil XOM Stock Holding History

True North 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
Q2 		$7.7M Sell
56,322
-4,802
-8% -$719K 0.74% 30
2026
Q1 		$10.4M Sell
61,124
-2,118
-3% -$309K 1.18% 21
2025
Q4 		$7.61M Sell
63,242
-4,762
-7% -$552K 0.98% 23
2025
Q3 		$7.67M Buy
68,004
+3,491
+5% +$388K 1.22% 14
2025
Q2 		$6.95M Sell
64,513
-6,606
-9% -$706K 1.33% 12
2025
Q1 		$8.46M Buy
71,119
+19,984
+39% +$2.21M 1.5% 10
2024
Q4 		$5.5M Buy
51,135
+12,504
+32% +$1.46M 1.3% 10
2024
Q3 		$4.53M Sell
38,631
-1,120
-3% -$129K 1.18% 13
2024
Q2 		$4.58M Buy
39,751
+7,023
+21% +$818K 1.22% 12
2024
Q1 		$3.8M Sell
32,728
-499
-2% -$52.2K 1.05% 14
2023
Q4 		$3.32M Sell
33,227
-585
-2% -$61.5K 0.85% 16
2023
Q3 		$3.98M Sell
33,812
-4,151
-11% -$455K 1.22% 12
2023
Q2 		$4.07M Buy
37,963
+3,154
+9% +$344K 1.15% 12
2023
Q1 		$3.82M Sell
34,809
-1,528
-4% -$169K 1.12% 12
2022
Q4 		$4.01M Buy
36,337
+15
+0% +$1.61K 1.37% 14
2022
Q3 		$3.17M Sell
36,322
-2,030
-5% -$185K 1.04% 18
2022
Q2 		$3.28M Buy
38,352
+4,486
+13% +$405K 1.02% 18
2022
Q1 		$2.8M Sell
33,866
-656
-2% -$51K 0.75% 29
2021
Q4 		$2.11M Sell
34,522
-486
-1% -$30.4K 0.36% 65
2021
Q3 		$2.06M Sell
35,008
-107
-0.3% -$6.1K 0.41% 59
2021
Q2 		$2.21M Sell
35,115
-7,525
-18% -$449K 0.46% 50
2021
Q1 		$2.38M Sell
42,640
-737
-2% -$38.6K 0.56% 40
2020
Q4 		$1.79M Sell
43,377
-14,143
-25% -$530K 0.46% 50
2020
Q3 		$1.97M Buy
57,520
+1,301
+2% +$53.2K 0.58% 43
2020
Q2 		$2.51M Buy
56,219
+2,258
+4% +$101K 0.6% 36
2020
Q1 		$2.05M Buy
53,961
+4,722
+10% +$261K 0.7% 35
2019
Q4 		$3.44M Buy
+49,239
New +$3.4M 0.97% 31

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

True North Advisors's XOM Position: Q2 2026 in Review

True North Advisors reduced its ExxonMobil (XOM) stake by 7.9% in Q2 2026, selling an estimated $719K and leaving 56,322 shares worth $7.7M. The position accounts for 0.74% of the portfolio, ranked #30.

True North Advisors first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.4M in Q1 2026. 2,122 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • True North Advisors held 56,322 shares of ExxonMobil worth $7.7M as of Q2 2026.
  • True North Advisors sold 4,802 ExxonMobil shares in Q2 2026, an estimated $719K.
  • ExxonMobil made up 0.74% of True North Advisors's portfolio in Q2 2026, its #30 holding.
  • True North Advisors first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • True North Advisors's ExxonMobil position peaked at $10.4M in Q1 2026.
  • 2,122 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.