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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
Q3 		$2.13M Buy
13,078
+26
+0.2% +$4.06K 0.48% 40
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% +$4.56K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TrueWealth Advisors's XOM Position: Q3 2026 in Review

TrueWealth Advisors increased its ExxonMobil (XOM) stake by 0.2% in Q3 2026, buying an estimated $4.06K and bringing the position to 13,078 shares worth $2.13M. The position accounts for 0.48% of the portfolio, ranked #40.

TrueWealth Advisors first reported a position in XOM in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.23M in Q1 2026. 2,876 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • TrueWealth Advisors held 13,078 shares of ExxonMobil worth $2.13M as of Q3 2026.
  • TrueWealth Advisors bought 26 ExxonMobil shares in Q3 2026, an estimated $4.06K.
  • ExxonMobil made up 0.48% of TrueWealth Advisors's portfolio in Q3 2026, its #40 holding.
  • TrueWealth Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 24 quarters since.
  • TrueWealth Advisors's ExxonMobil position peaked at $2.23M in Q1 2026.
  • 2,876 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.