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TRUE Private Wealth Advisors’s ExxonMobil XOM Stock Holding History

TRUE Private Wealth 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 		– Sell
-40,336
Closed -$6.84M – 294
2026
Q1 		$6.84M Sell
40,336
-398
-1% -$58.1K 0.65% 30
2025
Q4 		$4.9M Buy
40,734
+419
+1% +$48.6K 0.49% 40
2025
Q3 		$4.55M Buy
40,315
+944
+2% +$105K 0.46% 39
2025
Q2 		$4.24M Sell
39,371
-763
-2% -$81.6K 0.48% 36
2025
Q1 		$4.77M Sell
40,134
-886
-2% -$98K 0.58% 34
2024
Q4 		$4.41M Sell
41,020
-633
-2% -$74K 0.54% 34
2024
Q3 		$4.88M Sell
41,653
-3,664
-8% -$423K 0.58% 31
2024
Q2 		$5.22M Sell
45,317
-7,376
-14% -$859K 0.59% 32
2024
Q1 		$6.13M Buy
52,693
+495
+0.9% +$51.8K 0.7% 27
2023
Q4 		$5.22M Buy
52,198
+3,070
+6% +$323K 0.66% 29
2023
Q3 		$5.78M Buy
49,128
+1,895
+4% +$208K 0.8% 23
2023
Q2 		$5.07M Sell
47,233
-1,858
-4% -$203K 0.75% 22
2023
Q1 		$5.38M Buy
49,091
+971
+2% +$107K 0.8% 20
2022
Q4 		$5.31M Buy
48,120
+504
+1% +$54K 0.82% 16
2022
Q3 		$4.16M Buy
47,616
+6,682
+16% +$610K 0.63% 21
2022
Q2 		$3.5M Buy
40,934
+22,819
+126% +$2.06M 0.51% 32
2022
Q1 		$1.66M Buy
18,115
+685
+4% +$53.2K 0.23% 60
2021
Q4 		$1.07M Sell
17,430
-242
-1% -$15.1K 0.15% 87
2021
Q3 		$1.04M Buy
17,672
+164
+0.9% +$9.35K 0.15% 87
2021
Q2 		$1.1M Buy
17,508
+10
+0.1% +$597 0.16% 81
2021
Q1 		$977K Buy
17,498
+5,328
+44% +$279K 0.16% 87
2020
Q4 		$501K Sell
12,170
-2,864
-19% -$107K 0.08% 127
2020
Q3 		$516K Sell
15,034
-951
-6% -$38.9K 0.09% 117
2020
Q2 		$714K Sell
15,985
-3,352
-17% -$150K 0.13% 95
2020
Q1 		$734K Sell
19,337
-9,347
-33% -$516K 0.16% 78
2019
Q4 		$2M Sell
28,684
-151
-0.5% -$10.4K 0.31% 46
2019
Q3 		$2.04M Buy
28,835
+937
+3% +$67.8K 0.35% 45
2019
Q2 		$2.14M Buy
27,898
+2,531
+10% +$196K 0.36% 39
2019
Q1 		$2.05M Buy
25,367
+94
+0.4% +$7.17K 0.39% 44
2018
Q4 		$1.72M Buy
25,273
+2,532
+11% +$199K 0.3% 64
2018
Q3 		$1.93M Sell
22,741
-249
-1% -$20.4K 0.27% 65
2018
Q2 		$1.9M Buy
22,990
+955
+4% +$76.1K 0.3% 64
2018
Q1 		$1.64M Buy
22,035
+2,025
+10% +$162K 0.28% 59
2017
Q4 		$1.67M Buy
20,010
+1,753
+10% +$145K 0.29% 56
2017
Q3 		$1.5M Buy
18,257
+24
+0.1% +$1.91K 0.34% 44
2017
Q2 		$1.47M Buy
18,233
+723
+4% +$59.2K 0.34% 43
2017
Q1 		$1.45M Buy
17,510
+33
+0.2% +$2.76K 0.33% 42
2016
Q4 		$1.45M Sell
17,477
-781
-4% -$68.2K 0.35% 42
2016
Q3 		$1.58M Sell
18,258
-102
-0.6% -$9.05K 0.51% 34
2016
Q2 		$1.72M Buy
18,360
+1,125
+7% +$99.5K 0.58% 33
2016
Q1 		$1.44M Buy
17,235
+2,606
+18% +$209K 0.56% 30
2015
Q4 		$1.14M Buy
+14,629
New +$1.17M 0.5% 32

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 Private Wealth Advisors's XOM Position: Q2 2026 in Review

TRUE Private Wealth Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 40,336 shares — an estimated $6.84M sold.

TRUE Private Wealth Advisors first reported a position in XOM in Q4 2015 and held it in 42 quarters. The position peaked at $6.84M in Q1 2026. 2,122 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • TRUE Private Wealth Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 40,336 ExxonMobil shares in Q2 2026, an estimated $6.84M.
  • TRUE Private Wealth Advisors first reported a position in ExxonMobil in Q4 2015 and held it in 42 quarters.
  • TRUE Private Wealth Advisors's ExxonMobil position peaked at $6.84M in Q1 2026.
  • 2,122 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.