AdviceOne Advisory Services’s ExxonMobil XOM Stock Holding History

AdviceOne Advisory Services’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	$980K	Buy	6,020 +71	+1%	+$11.1K	0.58%	10
2026 Q2	$813K	Sell	5,949 -83	-1%	-$12.4K	0.46%	13
2026 Q1	$1.02M	Buy	6,032 +61	+1%	+$8.9K	0.62%	8
2025 Q4	$719K	Sell	5,971 -23	-0.4%	-$2.67K	0.42%	13
2025 Q3	$676K	Buy	5,994 +8	+0.1%	+$889	0.45%	11
2025 Q2	$645K	Buy	5,986 +319	+6%	+$34.1K	0.48%	10
2025 Q1	$674K	Buy	5,667 +155	+3%	+$17.1K	0.55%	8
2024 Q4	$593K	Buy	+5,512	New	+$645K	0.53%	10

Other funds holding XOM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

AdviceOne Advisory Services's XOM Position: Q3 2026 in Review

AdviceOne Advisory Services increased its ExxonMobil (XOM) stake by 1.2% in Q3 2026, buying an estimated $11.1K and bringing the position to 6,020 shares worth $980K. The position accounts for 0.58% of the portfolio, ranked #10.

AdviceOne Advisory Services first reported a position in XOM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.02M in Q1 2026. 1,522 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

AdviceOne Advisory Services held 6,020 shares of ExxonMobil worth $980K as of Q3 2026.
AdviceOne Advisory Services bought 71 ExxonMobil shares in Q3 2026, an estimated $11.1K.
ExxonMobil made up 0.58% of AdviceOne Advisory Services's portfolio in Q3 2026, its #10 holding.
AdviceOne Advisory Services first reported a position in ExxonMobil in Q4 2024 and has held it in 8 quarters since.
AdviceOne Advisory Services's ExxonMobil position peaked at $1.02M in Q1 2026.
1,522 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on AdviceOne Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.