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TrueWealth Advisors’s ExxonMobil XOM Stock Holding History

TrueWealth 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 		$1.78M Sell
13,052
-83
-0.6% -$12.4K 0.4% 39
2026
Q1 		$2.23M Sell
13,135
-317
-2% -$46.3K 0.56% 29
2025
Q4 		$1.62M Buy
13,452
+134
+1% +$15.5K 0.42% 48
2025
Q3 		$1.5M Sell
13,318
-467
-3% -$51.9K 0.41% 48
2025
Q2 		$1.49M Buy
13,785
+144
+1% +$15.4K 0.44% 45
2025
Q1 		$1.62M Buy
13,641
+317
+2% +$35.1K 0.53% 40
2024
Q4 		$1.43M Sell
13,324
-182
-1% -$21.3K 0.48% 45
2024
Q3 		$1.58M Sell
13,506
-467
-3% -$53.9K 0.53% 42
2024
Q2 		$1.61M Sell
13,973
-167
-1% -$19.4K 0.6% 34
2024
Q1 		$1.64M Buy
14,140
+60
+0.4% +$6.28K 0.63% 33
2023
Q4 		$1.41M Sell
14,080
-338
-2% -$35.5K 0.55% 35
2023
Q3 		$1.7M Buy
14,418
+323
+2% +$35.4K 0.72% 30
2023
Q2 		$1.51M Sell
14,095
-240
-2% -$26.2K 0.62% 35
2023
Q1 		$1.57M Sell
14,335
-392
-3% -$43.4K 0.66% 35
2022
Q4 		$1.62M Sell
14,727
-28
-0.2% -$3K 0.71% 30
2022
Q3 		$1.29M Buy
14,755
+50
+0.3% +$4.57K 0.61% 32
2022
Q2 		$1.26M Buy
14,705
+1,850
+14% +$167K 0.59% 38
2022
Q1 		$787K Hold
12,855
– – 0.35% 62
2021
Q4 		$787K Sell
12,855
-1,933
-13% -$121K 0.35% 62
2021
Q3 		$870K Buy
14,788
+434
+3% +$24.7K 0.49% 51
2021
Q2 		$905K Buy
14,354
+1,320
+10% +$78.8K 0.53% 46
2021
Q1 		$721K Buy
13,034
+983
+8% +$51.5K 0.47% 48
2020
Q4 		$564K Buy
+12,051
New +$452K 0.48% 46

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

TrueWealth Advisors's XOM Position: Q2 2026 in Review

TrueWealth Advisors reduced its ExxonMobil (XOM) stake by 0.63% in Q2 2026, selling an estimated $12.4K and leaving 13,052 shares worth $1.78M. The position accounts for 0.4% of the portfolio, ranked #39.

TrueWealth Advisors first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.23M in Q1 2026. 2,111 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • TrueWealth Advisors held 13,052 shares of ExxonMobil worth $1.78M as of Q2 2026.
  • TrueWealth Advisors sold 83 ExxonMobil shares in Q2 2026, an estimated $12.4K.
  • ExxonMobil made up 0.4% of TrueWealth Advisors's portfolio in Q2 2026, its #39 holding.
  • TrueWealth Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • TrueWealth Advisors's ExxonMobil position peaked at $2.23M in Q1 2026.
  • 2,111 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.