Altus Wealth Group
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Altus Wealth Group’s ExxonMobil XOM Stock Holding History

Altus Wealth 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 		$1.45M Sell
8,925
-563
-6% -$88K 0.55% 30
2026
Q2 		$1.3M Sell
9,488
-205
-2% -$30.7K 0.47% 36
2026
Q1 		$1.64M Buy
9,693
+25
+0.3% +$3.65K 0.67% 31
2025
Q4 		$1.16M Buy
9,668
+1
+0% +$116 0.47% 42
2025
Q3 		$1.09M Sell
9,667
-145
-1% -$16.1K 0.45% 44
2025
Q2 		$1.06M Sell
9,812
-359
-4% -$38.4K 0.47% 44
2025
Q1 		$1.21M Buy
10,171
+41
+0.4% +$4.53K 0.57% 37
2024
Q4 		$1.09M Buy
10,130
+94
+0.9% +$11K 0.48% 47
2024
Q3 		$1.18M Sell
10,036
-27
-0.3% -$3.12K 0.5% 44
2024
Q2 		$1.16M Buy
10,063
+144
+1% +$16.8K 0.58% 40
2024
Q1 		$1.15M Sell
9,919
-61
-0.6% -$6.38K 0.58% 45
2023
Q4 		$998K Sell
9,980
-300
-3% -$31.5K 0.55% 43
2023
Q3 		$1.21M Buy
10,280
+87
+0.9% +$9.5K 0.77% 34
2023
Q2 		$1.09M Buy
10,193
+163
+2% +$17.8K 0.67% 34
2023
Q1 		$1.1M Sell
10,030
-1,262
-11% -$140K 0.74% 30
2022
Q4 		$1.25M Sell
11,292
-1,188
-10% -$127K 0.95% 22
2022
Q3 		$734K Hold
12,480
– – 0.73% 37
2022
Q2 		$734K Hold
12,480
– – 0.73% 37
2022
Q1 		$1.03M Hold
12,480
– – 0.84% 27
2021
Q4 		$764K Hold
12,480
– – 0.63% 40
2021
Q3 		$734K Buy
12,480
+2,494
+25% +$142K 0.73% 37
2021
Q2 		$630K Hold
9,986
– – 0.62% 39
2021
Q1 		$591K Sell
9,986
-537
-5% -$28.2K 0.59% 41
2020
Q4 		$433K Buy
+10,523
New +$395K 0.41% 47

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Altus Wealth Group's XOM Position: Q3 2026 in Review

Altus Wealth Group reduced its ExxonMobil (XOM) stake by 5.9% in Q3 2026, selling an estimated $88K and leaving 8,925 shares worth $1.45M. The position accounts for 0.55% of the portfolio, ranked #30.

Altus Wealth Group first reported a position in XOM in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.64M in Q1 2026. 2,410 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Altus Wealth Group held 8,925 shares of ExxonMobil worth $1.45M as of Q3 2026.
  • Altus Wealth Group sold 563 ExxonMobil shares in Q3 2026, an estimated $88K.
  • ExxonMobil made up 0.55% of Altus Wealth Group's portfolio in Q3 2026, its #30 holding.
  • Altus Wealth Group first reported a position in ExxonMobil in Q4 2020 and has held it in 24 quarters since.
  • Altus Wealth Group's ExxonMobil position peaked at $1.64M in Q1 2026.
  • 2,410 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.