Atala Financial
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Atala Financial’s ExxonMobil XOM Stock Holding History

Atala Financial’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 		$691K Buy
+4,245
New +$664K 0.4% 61
2025
Q3 		– Sell
-4,243
Closed -$457K – 139
2025
Q2 		$457K Buy
4,243
+1,249
+42% +$134K 0.32% 69
2025
Q1 		$356K Buy
2,994
+107
+4% +$11.8K 0.26% 79
2024
Q4 		$311K Buy
+2,887
New +$338K 0.22% 95

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

Atala Financial's XOM Position: Q3 2026 in Review

Atala Financial opened a new position in ExxonMobil (XOM) in Q3 2026: 4,245 shares worth $691K. The stake represents 0.4% of the portfolio and ranks #61 among its holdings. This is a return to the name: Atala Financial previously reported a position in XOM as recently as Q2 2025.

Atala Financial first reported a position in XOM in Q4 2024 and has held it in 4 quarters since. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Atala Financial held 4,245 shares of ExxonMobil worth $691K as of Q3 2026.
  • ExxonMobil was a new Atala Financial position in Q3 2026.
  • ExxonMobil made up 0.4% of Atala Financial's portfolio in Q3 2026, its #61 holding.
  • Atala Financial first reported a position in ExxonMobil in Q4 2024 and has held it in 4 quarters since.
  • 4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.