STACKSTONE WEALTH, LLC’s ExxonMobil XOM Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$17M	Buy	+104,257	New	+$16.3M	1.67%	10

Other funds holding XOM

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

STACKSTONE WEALTH, LLC's XOM Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in ExxonMobil (XOM) in Q3 2026: 104,257 shares worth $17M. The stake represents 1.67% of the portfolio and ranks #10 among its holdings.

959 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

STACKSTONE WEALTH, LLC held 104,257 shares of ExxonMobil worth $17M as of Q3 2026.
ExxonMobil was a new STACKSTONE WEALTH, LLC position in Q3 2026.
ExxonMobil made up 1.67% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #10 holding.
959 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.