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Twelve Points Wealth Management’s ExxonMobil XOM Stock Holding History

Twelve Points 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 		$3.41M Buy
24,919
+729
+3% +$109K 0.68% 31
2026
Q1 		$4.1M Sell
24,190
-502
-2% -$73.3K 0.9% 22
2025
Q4 		$3.08M Sell
24,692
-2,919
-11% -$339K 0.69% 29
2025
Q3 		$3.11M Buy
27,611
+1,220
+5% +$136K 0.78% 26
2025
Q2 		$2.84M Buy
26,391
+2,651
+11% +$283K 0.77% 31
2025
Q1 		$2.82M Buy
23,740
+1,391
+6% +$154K 0.77% 30
2024
Q4 		$2.4M Buy
22,349
+4,165
+23% +$487K 0.69% 33
2024
Q3 		$2.13M Buy
18,184
+1,380
+8% +$159K 0.67% 34
2024
Q2 		$1.93M Buy
16,804
+1,230
+8% +$143K 0.68% 31
2024
Q1 		$1.81M Buy
15,574
+507
+3% +$53K 0.66% 33
2023
Q4 		$1.51M Buy
15,067
+579
+4% +$60.9K 0.71% 39
2023
Q3 		$1.7M Buy
14,488
+875
+6% +$96K 0.85% 31
2023
Q2 		$1.46M Buy
13,613
+581
+4% +$63.4K 0.78% 37
2023
Q1 		$1.43M Buy
13,032
+540
+4% +$59.7K 0.82% 32
2022
Q4 		$1.38M Buy
12,492
+99
+0.8% +$10.6K 0.94% 25
2022
Q3 		$1.08M Buy
12,393
+173
+1% +$15.8K 0.84% 30
2022
Q2 		$1.05M Buy
12,220
+656
+6% +$59.2K 0.81% 31
2022
Q1 		$955K Buy
11,564
+1,829
+19% +$142K 0.71% 37
2021
Q4 		$596K Buy
+9,735
New +$608K 0.48% 74

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Twelve Points Wealth Management's XOM Position: Q2 2026 in Review

Twelve Points Wealth Management increased its ExxonMobil (XOM) stake by 3% in Q2 2026, buying an estimated $109K and bringing the position to 24,919 shares worth $3.41M. The position accounts for 0.68% of the portfolio, ranked #31.

Twelve Points Wealth Management first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.1M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Twelve Points Wealth Management held 24,919 shares of ExxonMobil worth $3.41M as of Q2 2026.
  • Twelve Points Wealth Management bought 729 ExxonMobil shares in Q2 2026, an estimated $109K.
  • ExxonMobil made up 0.68% of Twelve Points Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Twelve Points Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Twelve Points Wealth Management's ExxonMobil position peaked at $4.1M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.