ADE LLC
XOM icon

ADE LLC’s ExxonMobil XOM Stock Holding History

ADE 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 		$1.2M Sell
7,386
-1,555
-17% -$243K 0.49% 27
2026
Q2 		$1.22M Sell
8,941
-90
-1% -$13.5K 0.52% 26
2026
Q1 		$1.53M Sell
9,031
-100
-1% -$14.6K 0.73% 23
2025
Q4 		$1.1M Hold
9,131
– – 0.53% 27
2025
Q3 		$1.03M Buy
9,131
+825
+10% +$91.7K 0.52% 28
2025
Q2 		$895K Hold
8,306
– – 0.48% 30
2025
Q1 		$988K Sell
8,306
-750
-8% -$82.9K 0.57% 25
2024
Q4 		$974K Hold
9,056
– – 0.6% 24
2024
Q3 		$1.06M Hold
9,056
– – 0.65% 25
2024
Q2 		$1.04M Hold
9,056
– – 0.7% 23
2024
Q1 		$1.05M Hold
9,056
– – 0.71% 24
2023
Q4 		$905K Hold
9,056
– – 0.63% 28
2023
Q3 		$1.06M Sell
9,056
-34
-0.4% -$3.73K 0.8% 24
2023
Q2 		$975K Hold
9,090
– – 0.68% 28
2023
Q1 		$997K Hold
9,090
– – 0.71% 28
2022
Q4 		$1M Sell
9,090
-2,100
-19% -$225K 0.76% 27
2022
Q3 		$977K Hold
11,190
– – 1.1% 18
2022
Q2 		$958K Hold
11,190
– – 1.02% 16
2022
Q1 		$924K Buy
11,190
+1,270
+13% +$98.7K 0.87% 19
2021
Q4 		$606K Hold
9,920
– – 0.52% 31
2021
Q3 		$583K Sell
9,920
-150
-1% -$8.55K 0.53% 26
2021
Q2 		$635K Buy
10,070
+150
+2% +$8.96K 0.58% 23
2021
Q1 		$554K Sell
9,920
-3,634
-27% -$191K 0.55% 24
2020
Q4 		$559K Buy
+13,554
New +$508K 0.45% 36

Other funds holding XOM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

ADE LLC's XOM Position: Q3 2026 in Review

ADE LLC reduced its ExxonMobil (XOM) stake by 17% in Q3 2026, selling an estimated $243K and leaving 7,386 shares worth $1.2M. The position accounts for 0.49% of the portfolio, ranked #27.

ADE LLC first reported a position in XOM in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.53M in Q1 2026. 2,538 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • ADE LLC held 7,386 shares of ExxonMobil worth $1.2M as of Q3 2026.
  • ADE LLC sold 1,555 ExxonMobil shares in Q3 2026, an estimated $243K.
  • ExxonMobil made up 0.49% of ADE LLC's portfolio in Q3 2026, its #27 holding.
  • ADE LLC first reported a position in ExxonMobil in Q4 2020 and has held it in 24 quarters since.
  • ADE LLC's ExxonMobil position peaked at $1.53M in Q1 2026.
  • 2,538 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on ADE LLC's 13F filing for Q3 2026, filed 29 Oct 2026.