Advocate Group’s ExxonMobil XOM Stock Holding History

Advocate Group’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	$689K	Buy	4,236 +155	+4%	+$24.2K	0.11%	88
2026 Q2	$558K	Sell	4,081 -378	-8%	-$56.6K	0.08%	92
2026 Q1	$757K	Sell	4,459 -1,248	-22%	-$182K	0.12%	88
2025 Q4	$687K	Sell	5,707 -714	-11%	-$82.8K	0.11%	87
2025 Q3	$724K	Sell	6,421 -1,983	-24%	-$220K	0.12%	85
2025 Q2	$906K	Sell	8,404 -5,414	-39%	-$579K	0.16%	81
2025 Q1	$1.64M	Sell	13,818 -8,841	-39%	-$978K	0.3%	71
2024 Q4	$2.44M	Sell	22,659 -9,478	-29%	-$1.11M	0.46%	65
2024 Q3	$3.77M	Buy	32,137 +799	+3%	+$92.3K	0.68%	59
2024 Q2	$3.61M	Buy	+31,338	New	+$3.65M	0.73%	58

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Advocate Group's XOM Position: Q3 2026 in Review

Advocate Group increased its ExxonMobil (XOM) stake by 3.8% in Q3 2026, buying an estimated $24.2K and bringing the position to 4,236 shares worth $689K. The position accounts for 0.11% of the portfolio, ranked #88.

Advocate Group first reported a position in XOM in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.77M in Q3 2024. 2,238 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Advocate Group held 4,236 shares of ExxonMobil worth $689K as of Q3 2026.
Advocate Group bought 155 ExxonMobil shares in Q3 2026, an estimated $24.2K.
ExxonMobil made up 0.11% of Advocate Group's portfolio in Q3 2026, its #88 holding.
Advocate Group first reported a position in ExxonMobil in Q2 2024 and has held it in 10 quarters since.
Advocate Group's ExxonMobil position peaked at $3.77M in Q3 2024.
2,238 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.