Act Wealth Management
XOM icon

Act Wealth Management’s ExxonMobil XOM Stock Holding History

Act 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
Q3 		$2.83M Sell
17,365
-156
-0.9% -$24.4K 0.83% 15
2026
Q2 		$2.4M Sell
17,521
-24
-0.1% -$3.59K 0.7% 16
2026
Q1 		$2.98M Sell
17,545
-1,806
-9% -$264K 1% 15
2025
Q4 		$2.33M Buy
19,351
+695
+4% +$80.6K 0.76% 15
2025
Q3 		$2.1M Sell
18,656
-180
-1% -$20K 0.74% 15
2025
Q2 		$2.03M Sell
18,836
-124
-0.7% -$13.3K 0.86% 14
2025
Q1 		$2.25M Buy
18,960
+35
+0.2% +$3.87K 1.02% 13
2024
Q4 		$2.04M Sell
18,925
-51
-0.3% -$5.97K 0.95% 13
2024
Q3 		$2.22M Sell
18,976
-154
-0.8% -$17.8K 0.99% 13
2024
Q2 		$2.2M Buy
19,130
+472
+3% +$55K 1.08% 12
2024
Q1 		$2.17M Sell
18,658
-5
-0% -$523 1.09% 11
2023
Q4 		$1.87M Buy
18,663
+38
+0.2% +$3.99K 1.01% 12
2023
Q3 		$2.19M Buy
18,625
+143
+0.8% +$15.7K 1.47% 10
2023
Q2 		$1.98M Sell
18,482
-70
-0.4% -$7.64K 1.12% 11
2023
Q1 		$2.03M Sell
18,552
-480
-3% -$53.1K 1.21% 11
2022
Q4 		$2.1M Sell
19,032
-388
-2% -$41.6K 1.33% 11
2022
Q3 		$1.7M Buy
19,420
+59
+0.3% +$5.39K 1.21% 11
2022
Q2 		$1.66M Buy
19,361
+41
+0.2% +$3.7K 1.08% 11
2022
Q1 		$1.6M Sell
19,320
-780
-4% -$60.6K 0.91% 11
2021
Q4 		$1.23M Sell
20,100
-38
-0.2% -$2.38K 0.71% 10
2021
Q3 		$1.27M Hold
20,138
– – 0.78% 9
2021
Q2 		$1.27M Hold
20,138
– – 0.78% 9
2021
Q1 		$1.12M Sell
20,138
-750
-4% -$39.3K 0.73% 9
2020
Q4 		$861K Buy
+20,888
New +$783K 0.55% 10

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Doliver Advisors
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Act Wealth Management's XOM Position: Q3 2026 in Review

Act Wealth Management reduced its ExxonMobil (XOM) stake by 0.89% in Q3 2026, selling an estimated $24.4K and leaving 17,365 shares worth $2.83M. The position accounts for 0.83% of the portfolio, ranked #15.

Act Wealth Management first reported a position in XOM in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.98M in Q1 2026. 1,392 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Act Wealth Management held 17,365 shares of ExxonMobil worth $2.83M as of Q3 2026.
  • Act Wealth Management sold 156 ExxonMobil shares in Q3 2026, an estimated $24.4K.
  • ExxonMobil made up 0.83% of Act Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Act Wealth Management first reported a position in ExxonMobil in Q4 2020 and has held it in 24 quarters since.
  • Act Wealth Management's ExxonMobil position peaked at $2.98M in Q1 2026.
  • 1,392 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.