TSA Wealth Management’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$656K Buy
4,797
+1,116
+30% +$167K 0.19% 62
2026
Q1
$625K Sell
3,681
-2
-0.1% -$292 0.2% 54
2025
Q4
$443K Buy
3,683
+677
+23% +$78.5K 0.15% 61
2025
Q3
$339K Buy
3,006
+180
+6% +$20K 0.12% 63
2025
Q2
$305K Buy
2,826
+833
+42% +$89K 0.11% 68
2025
Q1
$237K Sell
1,993
-195
-9% -$21.6K 0.09% 68
2024
Q4
$235K Buy
2,188
+121
+6% +$14.2K 0.1% 58
2024
Q3
$242K Buy
2,067
+210
+11% +$24.2K 0.1% 58
2024
Q2
$214K Buy
+1,857
New +$216K 0.09% 59

Other funds holding XOM

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

TSA Wealth Management increased its ExxonMobil (XOM) stake by 30% in Q2 2026, buying an estimated $167K and bringing the position to 4,797 shares worth $656K. The position accounts for 0.19% of the portfolio, ranked #62.

TSA Wealth Management first reported a position in XOM in Q2 2024 and has held it in 9 quarters since. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • TSA Wealth Management held 4,797 shares of ExxonMobil worth $656K as of Q2 2026.
  • TSA Wealth Management bought 1,116 ExxonMobil shares in Q2 2026, an estimated $167K.
  • ExxonMobil made up 0.19% of TSA Wealth Management's portfolio in Q2 2026, its #62 holding.
  • TSA Wealth Management first reported a position in ExxonMobil in Q2 2024 and has held it in 9 quarters since.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on TSA Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.