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TruNorth Capital Management’s ExxonMobil XOM Stock Holding History

TruNorth Capital 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 		$431K Buy
3,151
+1,570
+99% +$235K 0.07% 73
2026
Q1 		$268K Buy
+1,581
New +$231K 0.05% 89
2025
Q4 		– Sell
-356
Closed -$40.1K – 403
2025
Q3 		$40.1K Buy
356
+335
+1,595% +$37.2K 0.01% 219
2025
Q2 		$2.26K Sell
21
-449
-96% -$48K ﹤0.01% 331
2025
Q1 		$55.9K Buy
470
+449
+2,138% +$49.7K 0.01% 198
2024
Q4 		$2.26K Sell
21
-45
-68% -$5.26K ﹤0.01% 349
2024
Q3 		$7.74K Buy
66
+47
+247% +$5.43K ﹤0.01% 299
2024
Q2 		$2.19K Sell
19
-90
-83% -$10.5K ﹤0.01% 314
2024
Q1 		$12.7K Buy
+109
New +$11.4K ﹤0.01% 169

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

TruNorth Capital Management's XOM Position: Q2 2026 in Review

TruNorth Capital Management increased its ExxonMobil (XOM) stake by 99% in Q2 2026, buying an estimated $235K and bringing the position to 3,151 shares worth $431K. The position accounts for 0.07% of the portfolio, ranked #73.

TruNorth Capital Management first reported a position in XOM in Q1 2024 and has held it in 9 quarters since. 2,288 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • TruNorth Capital Management held 3,151 shares of ExxonMobil worth $431K as of Q2 2026.
  • TruNorth Capital Management bought 1,570 ExxonMobil shares in Q2 2026, an estimated $235K.
  • ExxonMobil made up 0.07% of TruNorth Capital Management's portfolio in Q2 2026, its #73 holding.
  • TruNorth Capital Management first reported a position in ExxonMobil in Q1 2024 and has held it in 9 quarters since.
  • 2,288 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.