Twin Peaks Wealth Advisors’s ExxonMobil XOM Stock Holding History

Twin Peaks 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	$510K	Buy	3,729 +103	+3%	+$15.4K	0.12%	120
2026 Q1	$615K	Buy	3,626 +362	+11%	+$52.8K	0.15%	95
2025 Q4	$494K	Buy	3,264 +748	+30%	+$86.8K	0.14%	109
2025 Q3	$284K	Buy	2,516 +15	+0.6%	+$1.67K	0.1%	136
2025 Q2	$265K	Buy	2,501 +481	+24%	+$51.4K	0.09%	135
2025 Q1	$208K	Buy	+2,020	New	+$223K	0.09%	136
2024 Q4	–	Sell	-2,079	Closed	-$244K	–	146
2024 Q3	$244K	Buy	+2,079	New	+$240K	0.11%	111

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 Peaks Wealth Advisors's XOM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its ExxonMobil (XOM) stake by 2.8% in Q2 2026, buying an estimated $15.4K and bringing the position to 3,729 shares worth $510K. The position accounts for 0.12% of the portfolio, ranked #120.

Twin Peaks Wealth Advisors first reported a position in XOM in Q3 2024 and has held it in 7 quarters since. The position peaked at $615K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Twin Peaks Wealth Advisors held 3,729 shares of ExxonMobil worth $510K as of Q2 2026.
Twin Peaks Wealth Advisors bought 103 ExxonMobil shares in Q2 2026, an estimated $15.4K.
ExxonMobil made up 0.12% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #120 holding.
Twin Peaks Wealth Advisors first reported a position in ExxonMobil in Q3 2024 and has held it in 7 quarters since.
Twin Peaks Wealth Advisors's ExxonMobil position peaked at $615K in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.