AGH Wealth Advisors
XOM icon

AGH Wealth Advisors’s ExxonMobil XOM Stock Holding History

AGH Wealth Advisors’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 		$1.89M Buy
11,623
+395
+4% +$61.8K 1.1% 23
2026
Q2 		$1.54M Buy
11,228
+251
+2% +$37.6K 0.97% 23
2026
Q1 		$1.86M Buy
10,977
+117
+1% +$17.1K 1.37% 18
2025
Q4 		$1.31M Sell
10,860
-575
-5% -$66.7K 0.98% 19
2025
Q3 		$1.29M Buy
11,435
+1,022
+10% +$114K 0.95% 21
2025
Q2 		$1.12M Buy
10,413
+398
+4% +$42.5K 0.93% 22
2025
Q1 		$1.19M Buy
10,015
+7
+0.1% +$774 1.15% 19
2024
Q4 		$1.08M Buy
+10,008
New +$1.17M 1% 25

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

AGH Wealth Advisors's XOM Position: Q3 2026 in Review

AGH Wealth Advisors increased its ExxonMobil (XOM) stake by 3.5% in Q3 2026, buying an estimated $61.8K and bringing the position to 11,623 shares worth $1.89M. The position accounts for 1.1% of the portfolio, ranked #23.

AGH Wealth Advisors first reported a position in XOM in Q4 2024 and has held it in 8 quarters since. 2,002 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • AGH Wealth Advisors held 11,623 shares of ExxonMobil worth $1.89M as of Q3 2026.
  • AGH Wealth Advisors bought 395 ExxonMobil shares in Q3 2026, an estimated $61.8K.
  • ExxonMobil made up 1.1% of AGH Wealth Advisors's portfolio in Q3 2026, its #23 holding.
  • AGH Wealth Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 8 quarters since.
  • 2,002 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on AGH Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.