Alpha Financial Partners
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Alpha Financial Partners’s ExxonMobil XOM Stock Holding History

Alpha Financial Partners’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 		$862K Buy
5,294
+547
+12% +$85.5K 0.44% 38
2026
Q2 		$649K Sell
4,747
-219
-4% -$32.8K 0.34% 46
2026
Q1 		$843K Buy
4,966
+53
+1% +$7.73K 0.5% 32
2025
Q4 		$591K Buy
4,913
+336
+7% +$39K 0.36% 43
2025
Q3 		$516K Buy
4,577
+37
+0.8% +$4.11K 0.34% 48
2025
Q2 		$489K Sell
4,540
-108
-2% -$11.5K 0.35% 47
2025
Q1 		$553K Sell
4,648
-277
-6% -$30.6K 0.44% 34
2024
Q4 		$530K Buy
+4,925
New +$576K 0.42% 34
2024
Q3 		– Sell
-4,632
Closed -$533K – 159
2024
Q2 		$533K Sell
4,632
-154
-3% -$17.9K 0.46% 34
2024
Q1 		$556K Buy
4,786
+33
+0.7% +$3.45K 0.51% 31
2023
Q4 		$475K Sell
4,753
-614
-11% -$64.5K 0.47% 30
2023
Q3 		$631K Sell
5,367
-19
-0.4% -$2.08K 0.73% 26
2023
Q2 		$578K Buy
5,386
+56
+1% +$6.11K 0.62% 31
2023
Q1 		$584K Buy
5,330
+697
+15% +$77.1K 0.66% 30
2022
Q4 		$511K Buy
+4,633
New +$496K 0.62% 31

Other funds holding XOM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Alpha Financial Partners's XOM Position: Q3 2026 in Review

Alpha Financial Partners increased its ExxonMobil (XOM) stake by 12% in Q3 2026, buying an estimated $85.5K and bringing the position to 5,294 shares worth $862K. The position accounts for 0.44% of the portfolio, ranked #38.

Alpha Financial Partners first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Alpha Financial Partners held 5,294 shares of ExxonMobil worth $862K as of Q3 2026.
  • Alpha Financial Partners bought 547 ExxonMobil shares in Q3 2026, an estimated $85.5K.
  • ExxonMobil made up 0.44% of Alpha Financial Partners's portfolio in Q3 2026, its #38 holding.
  • Alpha Financial Partners first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • 4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Alpha Financial Partners's 13F filing for Q3 2026, filed 10 Nov 2026.