Trueblood Wealth Management’s ExxonMobil XOM Stock Holding History

Trueblood Wealth Management’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	$1.8M	Buy	13,188 +58	+0.4%	+$8.68K	0.63%	46
2026 Q1	$2.23M	Sell	13,130 -249	-2%	-$36.3K	0.87%	20
2025 Q4	$1.61M	Sell	13,379 -574	-4%	-$66.6K	0.63%	46
2025 Q3	$1.57M	Sell	13,953 -121	-0.9%	-$13.5K	0.61%	49
2025 Q2	$1.52M	Buy	14,074 +65	+0.5%	+$6.95K	0.63%	43
2025 Q1	$1.67M	Buy	14,009 +109	+0.8%	+$12.1K	0.77%	30
2024 Q4	$1.5M	Sell	13,900 -229	-2%	-$26.8K	0.74%	31
2024 Q3	$1.66M	Sell	14,129 -1,435	-9%	-$166K	0.83%	27
2024 Q2	$1.79M	Buy	15,564 +199	+1%	+$23.2K	1.01%	17
2024 Q1	$1.79M	Sell	15,365 -1,863	-11%	-$195K	1.02%	16
2023 Q4	$1.72M	Buy	+17,228	New	+$1.81M	1.08%	14

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Trueblood Wealth Management's XOM Position: Q2 2026 in Review

Trueblood Wealth Management increased its ExxonMobil (XOM) stake by 0.44% in Q2 2026, buying an estimated $8.68K and bringing the position to 13,188 shares worth $1.8M. The position accounts for 0.63% of the portfolio, ranked #46.

Trueblood Wealth Management first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.23M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Trueblood Wealth Management held 13,188 shares of ExxonMobil worth $1.8M as of Q2 2026.
Trueblood Wealth Management bought 58 ExxonMobil shares in Q2 2026, an estimated $8.68K.
ExxonMobil made up 0.63% of Trueblood Wealth Management's portfolio in Q2 2026, its #46 holding.
Trueblood Wealth Management first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Trueblood Wealth Management's ExxonMobil position peaked at $2.23M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.