Atlantic Private Wealth’s ExxonMobil XOM Stock Holding History

Atlantic Private Wealth’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	$37.3K	Buy	229 +1	+0.4%	+$156	0.02%	136
2026 Q2	$31.1K	Hold	228	–	–	0.02%	145
2026 Q1	$38.6K	Buy	228 +202	+777%	+$29.5K	0.03%	142
2025 Q4	$3.17K	Buy	26 +25	+2,500%	+$2.9K	﹤0.01%	221
2025 Q3	$122	Hold	1	–	–	﹤0.01%	238
2025 Q2	$116	Hold	1	–	–	﹤0.01%	235
2025 Q1	$126	Buy	+1	New	+$111	﹤0.01%	207
2024 Q4	–	Sell	-1	Closed	-$122	–	210
2024 Q3	$122	Hold	1	–	–	﹤0.01%	186
2024 Q2	$119	Hold	1	–	–	﹤0.01%	107
2024 Q1	$119	Hold	1	–	–	﹤0.01%	112
2023 Q4	$102	Hold	1	–	–	﹤0.01%	104
2023 Q3	$119	Hold	1	–	–	﹤0.01%	111
2023 Q2	$107	Hold	1	–	–	﹤0.01%	104
2023 Q1	$110	Buy	+1	New	+$111	﹤0.01%	94

Other funds holding XOM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Atlantic Private Wealth's XOM Position: Q3 2026 in Review

Atlantic Private Wealth increased its ExxonMobil (XOM) stake by 0.44% in Q3 2026, buying an estimated $156 and bringing the position to 229 shares worth $37.3K. The position accounts for 0.02% of the portfolio, ranked #136.

Atlantic Private Wealth first reported a position in XOM in Q1 2023 and has held it in 14 quarters since. The position peaked at $38.6K in Q1 2026. 3,198 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Atlantic Private Wealth held 229 shares of ExxonMobil worth $37.3K as of Q3 2026.
Atlantic Private Wealth bought 1 ExxonMobil share in Q3 2026, an estimated $156.
ExxonMobil made up 0.02% of Atlantic Private Wealth's portfolio in Q3 2026, its #136 holding.
Atlantic Private Wealth first reported a position in ExxonMobil in Q1 2023 and has held it in 14 quarters since.
Atlantic Private Wealth's ExxonMobil position peaked at $38.6K in Q1 2026.
3,198 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Atlantic Private Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.