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Adelphi Trust’s ExxonMobil XOM Stock Holding History

Adelphi Trust’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 		$2.89M Buy
17,748
+204
+1% +$31.9K 1.9% 13
2026
Q2 		$2.4M Buy
17,544
+1,256
+8% +$188K 1.59% 16
2026
Q1 		$2.76M Buy
16,288
+625
+4% +$91.2K 2.25% 11
2025
Q4 		$1.88M Buy
+15,663
New +$1.82M 1.54% 17

Other funds holding XOM

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Adelphi Trust's XOM Position: Q3 2026 in Review

Adelphi Trust increased its ExxonMobil (XOM) stake by 1.2% in Q3 2026, buying an estimated $31.9K and bringing the position to 17,748 shares worth $2.89M. The position accounts for 1.9% of the portfolio, ranked #13.

Adelphi Trust first reported a position in XOM in Q4 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Adelphi Trust held 17,748 shares of ExxonMobil worth $2.89M as of Q3 2026.
  • Adelphi Trust bought 204 ExxonMobil shares in Q3 2026, an estimated $31.9K.
  • ExxonMobil made up 1.9% of Adelphi Trust's portfolio in Q3 2026, its #13 holding.
  • Adelphi Trust first reported a position in ExxonMobil in Q4 2025 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Adelphi Trust's 13F filing for Q3 2026, filed 5 Oct 2026.