ARS Wealth Advisors Group
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ARS Wealth Advisors Group’s ExxonMobil XOM Stock Holding History

ARS Wealth Advisors 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 		$35M Buy
+214,857
New +$33.6M 2.54% 11
2026
Q2 		– Sell
-219,242
Closed -$37.2M – 227
2026
Q1 		$37.2M Sell
219,242
-479
-0.2% -$69.9K 3.14% 5
2025
Q4 		$26.4M Buy
219,721
+7,194
+3% +$834K 2.38% 12
2025
Q3 		$24M Buy
212,527
+4,692
+2% +$522K 2.37% 12
2025
Q2 		$22.4M Buy
207,835
+4,685
+2% +$501K 2.58% 11
2025
Q1 		$24.2M Sell
203,150
-1,026
-0.5% -$113K 3.41% 7
2024
Q4 		$22M Buy
204,176
+1,858
+0.9% +$217K 3.02% 9
2024
Q3 		$23.7M Buy
202,318
+2,343
+1% +$271K 2.91% 10
2024
Q2 		$23M Buy
199,975
+6,703
+3% +$781K 2.99% 11
2024
Q1 		$22.5M Buy
193,272
+49,763
+35% +$5.21M 3.03% 10
2023
Q4 		$14.3M Buy
143,509
+8,922
+7% +$938K 2.13% 17
2023
Q3 		$15.8M Sell
134,587
-1,614
-1% -$177K 2.59% 10
2023
Q2 		$14.6M Sell
136,201
-22,725
-14% -$2.48M 2.32% 12
2023
Q1 		$17.4M Buy
158,926
+4,052
+3% +$448K 3.21% 5
2022
Q4 		$17.1M Sell
154,874
-24,151
-13% -$2.59M 2.81% 5
2022
Q3 		$15.6M Sell
179,025
-118
-0.1% -$10.8K 2.39% 8
2022
Q2 		$15.3M Sell
179,143
-3,483
-2% -$314K 2.11% 11
2022
Q1 		$15.1M Sell
182,626
-6,289
-3% -$489K 2.63% 11
2021
Q4 		$11.6M Sell
188,915
-164
-0.1% -$10.2K 1.94% 17
2021
Q3 		$11.1M Buy
+189,079
New +$10.8M 2.02% 16

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

ARS Wealth Advisors Group's XOM Position: Q3 2026 in Review

ARS Wealth Advisors Group opened a new position in ExxonMobil (XOM) in Q3 2026: 214,857 shares worth $35M. The stake represents 2.54% of the portfolio and ranks #11 among its holdings. This is a return to the name: ARS Wealth Advisors Group previously reported a position in XOM as recently as Q1 2026.

ARS Wealth Advisors Group first reported a position in XOM in Q3 2021 and has held it in 20 quarters since. The position peaked at $37.2M in Q1 2026. 2,005 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • ARS Wealth Advisors Group held 214,857 shares of ExxonMobil worth $35M as of Q3 2026.
  • ExxonMobil was a new ARS Wealth Advisors Group position in Q3 2026.
  • ExxonMobil made up 2.54% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #11 holding.
  • ARS Wealth Advisors Group first reported a position in ExxonMobil in Q3 2021 and has held it in 20 quarters since.
  • ARS Wealth Advisors Group's ExxonMobil position peaked at $37.2M in Q1 2026.
  • 2,005 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.