Activest Wealth Management
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Activest Wealth Management’s ExxonMobil XOM Stock Holding History

Activest 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 		$64.1K Buy
394
+49
+14% +$7.66K 0.01% 237
2026
Q2 		$47.2K Sell
345
-1,588
-82% -$238K 0.01% 288
2026
Q1 		$328K Buy
1,933
+469
+32% +$68.4K 0.06% 106
2025
Q4 		$176K Buy
1,464
+507
+53% +$58.8K 0.03% 157
2025
Q3 		$108K Buy
957
+443
+86% +$49.2K 0.02% 175
2025
Q2 		$55.4K Sell
514
-609
-54% -$65.1K 0.01% 198
2025
Q1 		$134K Buy
1,123
+737
+191% +$81.5K 0.04% 114
2024
Q4 		$41.5K Buy
386
+26
+7% +$3.04K 0.01% 185
2024
Q3 		$42.2K Sell
360
-91
-20% -$10.5K 0.01% 186
2024
Q2 		$51.9K Buy
451
+325
+258% +$37.9K 0.02% 163
2024
Q1 		$14.7K Buy
126
+5
+4% +$523 0.01% 194
2023
Q4 		$12.1K Sell
121
-7
-5% -$736 0.01% 185
2023
Q3 		$15.1K Hold
128
– – 0.01% 150
2023
Q2 		$5.95K Hold
128
– – ﹤0.01% 207
2023
Q1 		$14K Sell
128
-623
-83% -$68.9K 0.01% 141
2022
Q4 		$82.8K Sell
751
-265
-26% -$28.4K 0.02% 146
2022
Q3 		$89K Buy
1,016
+775
+322% +$70.8K 0.03% 143
2022
Q2 		$21K Sell
241
-431
-64% -$38.9K 0.01% 150
2022
Q1 		$56K Buy
672
+4
+0.6% +$311 0.04% 93
2021
Q4 		$41K Buy
668
+3
+0.5% +$187 0.03% 116
2021
Q3 		$39K Buy
665
+4
+0.6% +$228 0.03% 121
2021
Q2 		$42K Sell
661
-86
-12% -$5.14K 0.03% 107
2021
Q1 		$42K Buy
+747
New +$39.2K 0.03% 107

Other funds holding XOM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Activest Wealth Management increased its ExxonMobil (XOM) stake by 14% in Q3 2026, buying an estimated $7.66K and bringing the position to 394 shares worth $64.1K. The position accounts for 0.01% of the portfolio, ranked #237.

Activest Wealth Management first reported a position in XOM in Q1 2021 and has held it in 23 quarters since. The position peaked at $328K in Q1 2026. 3,198 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Activest Wealth Management held 394 shares of ExxonMobil worth $64.1K as of Q3 2026.
  • Activest Wealth Management bought 49 ExxonMobil shares in Q3 2026, an estimated $7.66K.
  • ExxonMobil made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #237 holding.
  • Activest Wealth Management first reported a position in ExxonMobil in Q1 2021 and has held it in 23 quarters since.
  • Activest Wealth Management's ExxonMobil position peaked at $328K in Q1 2026.
  • 3,198 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.