Aufman Associates
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Aufman Associates’s ExxonMobil XOM Stock Holding History

Aufman Associates’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 		$1.25M Buy
7,707
+149
+2% +$23.3K 0.51% 15
2026
Q2 		$1.03M Sell
7,558
-1,090
-13% -$163K 0.41% 18
2026
Q1 		$1.47M Sell
8,648
-387
-4% -$56.5K 0.72% 14
2025
Q4 		$1.09M Buy
9,035
+2
+0% +$232 0.56% 17
2025
Q3 		$1.02M Sell
9,033
-205
-2% -$22.8K 0.57% 16
2025
Q2 		$996K Buy
9,238
+103
+1% +$11K 0.61% 15
2025
Q1 		$1.09M Buy
9,135
+2
+0% +$221 0.75% 16
2024
Q4 		$982K Sell
9,133
-126
-1% -$14.7K 0.66% 16
2024
Q3 		$1.09M Buy
9,259
+1,968
+27% +$227K 0.7% 16
2024
Q2 		$839K Sell
7,291
-10
-0.1% -$1.16K 0.6% 15
2024
Q1 		$849K Sell
7,301
-239
-3% -$25K 0.6% 15
2023
Q4 		$754K Sell
7,540
-235
-3% -$24.7K 0.57% 15
2023
Q3 		$914K Buy
7,775
+1
+0% +$110 0.77% 14
2023
Q2 		$834K Sell
7,774
-508
-6% -$55.4K 0.69% 14
2023
Q1 		$908K Sell
8,282
-5,015
-38% -$555K 0.77% 13
2022
Q4 		$1.47M Sell
13,297
-12
-0.1% -$1.29K 1.36% 10
2022
Q3 		$1.16M Sell
13,309
-1,019
-7% -$93K 1.22% 10
2022
Q2 		$1.23M Sell
14,328
-2,872
-17% -$259K 1.17% 10
2022
Q1 		$1.42M Sell
17,200
-2,519
-13% -$196K 1.12% 10
2021
Q4 		$1.21M Sell
19,719
-396
-2% -$24.8K 0.89% 12
2021
Q3 		$1.18M Sell
20,115
-1,236
-6% -$70.4K 0.97% 11
2021
Q2 		$1.35M Sell
21,351
-1,881
-8% -$112K 1.04% 12
2021
Q1 		$1.3M Sell
23,232
-3,996
-15% -$210K 1.08% 12
2020
Q4 		$1.12M Buy
27,228
+2
+0% +$75 1.01% 11
2020
Q3 		$935K Sell
27,226
-1,600
-6% -$65.4K 1.01% 14
2020
Q2 		$1.29M Sell
28,826
-150
-0.5% -$6.73K 1.46% 11
2020
Q1 		$1.1M Buy
28,976
+1,121
+4% +$61.9K 1.52% 11
2019
Q4 		$1.94M Buy
+27,855
New +$1.93M 2% 8

Other funds holding XOM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Aufman Associates's XOM Position: Q3 2026 in Review

Aufman Associates increased its ExxonMobil (XOM) stake by 2% in Q3 2026, buying an estimated $23.3K and bringing the position to 7,707 shares worth $1.25M. The position accounts for 0.51% of the portfolio, ranked #15.

Aufman Associates first reported a position in XOM in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.94M in Q4 2019. 2,813 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Aufman Associates held 7,707 shares of ExxonMobil worth $1.25M as of Q3 2026.
  • Aufman Associates bought 149 ExxonMobil shares in Q3 2026, an estimated $23.3K.
  • ExxonMobil made up 0.51% of Aufman Associates's portfolio in Q3 2026, its #15 holding.
  • Aufman Associates first reported a position in ExxonMobil in Q4 2019 and has held it in 28 quarters since.
  • Aufman Associates's ExxonMobil position peaked at $1.94M in Q4 2019.
  • 2,813 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Aufman Associates's 13F filing for Q3 2026, filed 4 Nov 2026.