Turtle Creek Wealth Advisors’s ExxonMobil XOM Stock Holding History

Turtle Creek Wealth 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 Q2	$50.4M	Buy	369,126 +274,910	+292%	+$41.1M	2.66%	7
2026 Q1	$16M	Buy	94,216 +6,355	+7%	+$927K	1.21%	20
2025 Q4	$10.6M	Buy	87,861 +5,957	+7%	+$691K	0.83%	34
2025 Q3	$9.23M	Buy	81,904 +10,557	+15%	+$1.17M	0.82%	34
2025 Q2	$7.69M	Buy	71,347 +2,587	+4%	+$277K	0.91%	32
2025 Q1	$8.18M	Buy	+68,760	New	+$7.6M	1.22%	21
2024 Q4	–	Sell	-5,460	Closed	-$640K	–	174
2024 Q3	$640K	Sell	5,460 -861	-14%	-$99.4K	0.13%	88
2024 Q2	$728K	Buy	+6,321	New	+$736K	0.17%	77
2024 Q1	–	Sell	-1,190	Closed	-$119K	–	832
2023 Q4	$119K	Buy	+1,190	New	+$125K	0.04%	179

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Turtle Creek Wealth Advisors's XOM Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its ExxonMobil (XOM) stake by 292% in Q2 2026, buying an estimated $41.1M and bringing the position to 369,126 shares worth $50.4M. The position accounts for 2.66% of the portfolio, ranked #7.

Turtle Creek Wealth Advisors first reported a position in XOM in Q4 2023 and has held it in 9 quarters since. 2,003 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Turtle Creek Wealth Advisors held 369,126 shares of ExxonMobil worth $50.4M as of Q2 2026.
Turtle Creek Wealth Advisors bought 274,910 ExxonMobil shares in Q2 2026, an estimated $41.1M.
ExxonMobil made up 2.66% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Turtle Creek Wealth Advisors first reported a position in ExxonMobil in Q4 2023 and has held it in 9 quarters since.
2,003 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.