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True Wealth Design’s ExxonMobil XOM Stock Holding History

True Wealth Design’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 		$87.6K Buy
641
+41
+7% +$6.14K 0.02% 295
2026
Q1 		$102K Buy
600
+160
+36% +$23.3K 0.03% 210
2025
Q4 		$53K Buy
440
+52
+13% +$6.03K 0.02% 316
2025
Q3 		$43.8K Sell
388
-63
-14% -$7K 0.01% 357
2025
Q2 		$48.7K Buy
451
+36
+9% +$3.85K 0.02% 208
2025
Q1 		$49.4K Buy
415
+206
+99% +$22.8K 0.02% 185
2024
Q4 		$22.5K Buy
209
+43
+26% +$5.03K 0.01% 306
2024
Q3 		$19.5K Sell
166
-679
-80% -$78.4K 0.01% 329
2024
Q2 		$97.3K Buy
845
+60
+8% +$6.99K 0.02% 138
2024
Q1 		$91.3K Buy
785
+125
+19% +$13.1K 0.02% 140
2023
Q4 		$66K Buy
660
+2
+0.3% +$210 0.02% 143
2023
Q3 		$77.4K Sell
658
-108
-14% -$11.8K 0.03% 137
2023
Q2 		$82.2K Sell
766
-1,851
-71% -$202K 0.03% 134
2023
Q1 		$287K Buy
2,617
+1,456
+125% +$161K 0.12% 112
2022
Q4 		$128K Buy
+1,161
New +$124K 0.06% 116

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 Wealth Design's XOM Position: Q2 2026 in Review

True Wealth Design increased its ExxonMobil (XOM) stake by 6.8% in Q2 2026, buying an estimated $6.14K and bringing the position to 641 shares worth $87.6K. The position accounts for 0.02% of the portfolio, ranked #295.

True Wealth Design first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $287K in Q1 2023. 2,019 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • True Wealth Design held 641 shares of ExxonMobil worth $87.6K as of Q2 2026.
  • True Wealth Design bought 41 ExxonMobil shares in Q2 2026, an estimated $6.14K.
  • ExxonMobil made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #295 holding.
  • True Wealth Design first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's ExxonMobil position peaked at $287K in Q1 2023.
  • 2,019 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.