Twin City Private Wealth’s ExxonMobil XOM Stock Holding History

Twin City Private Wealth’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	$2.7M	Buy	19,779 +1,059	+6%	+$158K	1.9%	17
2026 Q1	$3.18M	Sell	18,720 -2,780	-13%	-$406K	2.41%	7
2025 Q4	$2.59M	Buy	21,500 +222	+1%	+$25.7K	1.96%	15
2025 Q3	$2.4M	Sell	21,278 -77	-0.4%	-$8.56K	1.87%	15
2025 Q2	$2.3M	Buy	21,355 +842	+4%	+$90K	1.88%	17
2025 Q1	$2.44M	Sell	20,513 -1,530	-7%	-$169K	2.15%	12
2024 Q4	$2.37M	Sell	22,043 -8	-0%	-$936	2.1%	13
2024 Q3	$2.58M	Sell	22,051 -240	-1%	-$27.7K	2.24%	7
2024 Q2	$2.57M	Buy	22,291 +1,148	+5%	+$134K	2.42%	6
2024 Q1	$2.46M	Buy	+21,143	New	+$2.21M	2.42%	6

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Twin City Private Wealth's XOM Position: Q2 2026 in Review

Twin City Private Wealth increased its ExxonMobil (XOM) stake by 5.7% in Q2 2026, buying an estimated $158K and bringing the position to 19,779 shares worth $2.7M. The position accounts for 1.9% of the portfolio, ranked #17.

Twin City Private Wealth first reported a position in XOM in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.18M in Q1 2026. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Twin City Private Wealth held 19,779 shares of ExxonMobil worth $2.7M as of Q2 2026.
Twin City Private Wealth bought 1,059 ExxonMobil shares in Q2 2026, an estimated $158K.
ExxonMobil made up 1.9% of Twin City Private Wealth's portfolio in Q2 2026, its #17 holding.
Twin City Private Wealth first reported a position in ExxonMobil in Q1 2024 and has held it in 10 quarters since.
Twin City Private Wealth's ExxonMobil position peaked at $3.18M in Q1 2026.
4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.