4Wealth Advisors’s ExxonMobil XOM Stock Holding History

4Wealth 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 Q3	$201K	Sell	1,248 -1,563	-56%	-$244K	0.14%	137
2026 Q2	$382K	Sell	2,811 -519	-16%	-$77.7K	0.29%	101
2026 Q1	$571K	Sell	3,330 -1,138	-25%	-$166K	0.49%	72
2025 Q4	$538K	Buy	4,468 +164	+4%	+$19K	0.46%	75
2025 Q3	$485K	Buy	4,304 +362	+9%	+$40.2K	0.43%	79
2025 Q2	$425K	Sell	3,942 -8	-0.2%	-$855	0.43%	79
2025 Q1	$470K	Sell	3,950 -808	-17%	-$89.4K	0.51%	68
2024 Q4	$512K	Buy	+4,758	New	+$557K	0.51%	69

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

4Wealth Advisors's XOM Position: Q3 2026 in Review

4Wealth Advisors reduced its ExxonMobil (XOM) stake by 56% in Q3 2026, selling an estimated $244K and leaving 1,248 shares worth $201K. The position accounts for 0.14% of the portfolio, ranked #137.

4Wealth Advisors first reported a position in XOM in Q4 2024 and has held it in 8 quarters since. The position peaked at $571K in Q1 2026. 2,105 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

4Wealth Advisors held 1,248 shares of ExxonMobil worth $201K as of Q3 2026.
4Wealth Advisors sold 1,563 ExxonMobil shares in Q3 2026, an estimated $244K.
ExxonMobil made up 0.14% of 4Wealth Advisors's portfolio in Q3 2026, its #137 holding.
4Wealth Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 8 quarters since.
4Wealth Advisors's ExxonMobil position peaked at $571K in Q1 2026.
2,105 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.