TruWealth Advisors’s ExxonMobil XOM Stock Holding History

TruWealth 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 Q1	$3.5M	Sell	20,601 -238	-1%	-$34.7K	0.17%	75
2025 Q4	$2.51M	Buy	20,839 +6	+0%	+$696	0.12%	77
2025 Q3	$2.35M	Sell	20,833 -531	-2%	-$59K	0.12%	77
2025 Q2	$2.3M	Buy	21,364 +907	+4%	+$97K	0.13%	75
2025 Q1	$2.43M	Sell	20,457 -1,747	-8%	-$193K	0.15%	69
2024 Q4	$2.39M	Sell	22,204 -913	-4%	-$107K	0.14%	68
2024 Q3	$2.71M	Sell	23,117 -1,436	-6%	-$166K	0.17%	64
2024 Q2	$2.83M	Sell	24,553 -1,298	-5%	-$151K	0.19%	61
2024 Q1	$3M	Buy	25,851 +143	+0.6%	+$15K	0.21%	61
2023 Q4	$2.57M	Sell	25,708 -3,377	-12%	-$355K	0.2%	53
2023 Q3	$3.42M	Sell	29,085 -1,362	-4%	-$149K	0.29%	54
2023 Q2	$3.27M	Sell	30,447 -2,168	-7%	-$237K	0.28%	57
2023 Q1	$3.58M	Sell	32,615 -613	-2%	-$67.8K	0.33%	55
2022 Q4	$3.67M	Buy	33,228 +367	+1%	+$39.3K	0.36%	53
2022 Q3	$2.87M	Buy	32,861 +6	+0%	+$548	0.3%	55
2022 Q2	$2.81M	Sell	32,855 -1,568	-5%	-$141K	0.3%	52
2022 Q1	$2.84M	Buy	34,423 +587	+2%	+$45.6K	0.3%	49
2021 Q4	$2.07M	Sell	33,836 -1,568	-4%	-$98K	0.21%	51
2021 Q3	$2.08M	Sell	35,404 -152	-0.4%	-$8.66K	0.23%	47
2021 Q2	$2.24M	Buy	35,556 +222	+0.6%	+$13.3K	0.26%	45
2021 Q1	$1.97M	Sell	35,334 -4,262	-11%	-$223K	0.27%	39
2020 Q4	$1.63M	Buy	+39,596	New	+$1.48M	0.24%	40

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TruWealth Advisors's XOM Position: Q1 2026 in Review

TruWealth Advisors reduced its ExxonMobil (XOM) stake by 1.1% in Q1 2026, selling an estimated $34.7K and leaving 20,601 shares worth $3.5M. The position accounts for 0.17% of the portfolio, ranked #75.

TruWealth Advisors first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.67M in Q4 2022. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

TruWealth Advisors held 20,601 shares of ExxonMobil worth $3.5M as of Q1 2026.
TruWealth Advisors sold 238 ExxonMobil shares in Q1 2026, an estimated $34.7K.
ExxonMobil made up 0.17% of TruWealth Advisors's portfolio in Q1 2026, its #75 holding.
TruWealth Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
TruWealth Advisors's ExxonMobil position peaked at $3.67M in Q4 2022.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.