TWM
XOM icon

Tumwater Wealth Management’s ExxonMobil XOM Stock Holding History

Tumwater Wealth 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 		$345K Buy
2,527
+5
+0.2% +$748 0.12% 25
2026
Q1 		$428K Buy
2,522
+5
+0.2% +$730 0.17% 21
2025
Q4 		$303K Buy
2,517
+5
+0.2% +$580 0.12% 28
2025
Q3 		$283K Sell
2,512
-47
-2% -$5.22K 0.13% 29
2025
Q2 		$276K Buy
2,559
+6
+0.2% +$641 0.13% 28
2025
Q1 		$304K Buy
2,553
+5
+0.2% +$553 0.16% 23
2024
Q4 		$274K Buy
+2,548
New +$298K 0.14% 26

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Tumwater Wealth Management increased its ExxonMobil (XOM) stake by 0.2% in Q2 2026, buying an estimated $748 and bringing the position to 2,527 shares worth $345K. The position accounts for 0.12% of the portfolio, ranked #25.

Tumwater Wealth Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $428K in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Tumwater Wealth Management held 2,527 shares of ExxonMobil worth $345K as of Q2 2026.
  • Tumwater Wealth Management bought 5 ExxonMobil shares in Q2 2026, an estimated $748.
  • ExxonMobil made up 0.12% of Tumwater Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Tumwater Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Tumwater Wealth Management's ExxonMobil position peaked at $428K in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Tumwater Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.