Turning Point Benefit Group’s ExxonMobil XOM Stock Holding History

Turning Point Benefit Group’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	$816K	Buy	5,969 +271	+5%	+$40.6K	0.35%	52
2026 Q1	$872K	Sell	5,698 -122	-2%	-$17.8K	0.56%	40
2025 Q4	$700K	Buy	5,820 +598	+11%	+$69.4K	0.37%	47
2025 Q3	$585K	Buy	5,222 +1,622	+45%	+$180K	0.35%	51
2025 Q2	$388K	Sell	3,600 -631	-15%	-$67.5K	0.29%	58
2025 Q1	$436K	Buy	4,231 +1,353	+47%	+$150K	0.41%	38
2024 Q4	$315K	Buy	+2,878	New	+$337K	0.3%	47

Other funds holding XOM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Turning Point Benefit Group's XOM Position: Q2 2026 in Review

Turning Point Benefit Group increased its ExxonMobil (XOM) stake by 4.8% in Q2 2026, buying an estimated $40.6K and bringing the position to 5,969 shares worth $816K. The position accounts for 0.35% of the portfolio, ranked #52.

Turning Point Benefit Group first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $872K in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Turning Point Benefit Group held 5,969 shares of ExxonMobil worth $816K as of Q2 2026.
Turning Point Benefit Group bought 271 ExxonMobil shares in Q2 2026, an estimated $40.6K.
ExxonMobil made up 0.35% of Turning Point Benefit Group's portfolio in Q2 2026, its #52 holding.
Turning Point Benefit Group first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Turning Point Benefit Group's ExxonMobil position peaked at $872K in Q1 2026.
2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.