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Aurora Private Wealth’s ExxonMobil XOM Stock Holding History

Aurora 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 		$525K Buy
3,223
+706
+28% +$110K 0.33% 72
2026
Q2 		$344K Sell
2,517
-259
-9% -$38.8K 0.22% 111
2026
Q1 		$363K Hold
2,776
– – 0.26% 98
2025
Q4 		$334K Buy
+2,776
New +$322K 0.22% 110
2025
Q2 		$363K Sell
3,371
-3,887
-54% -$416K 0.27% 95
2025
Q1 		$863K Sell
7,258
-686
-9% -$75.9K 0.69% 37
2024
Q4 		$855K Sell
7,944
-472
-6% -$55.2K 0.64% 45
2024
Q3 		$987K Sell
8,416
-242
-3% -$27.9K 0.77% 32
2024
Q2 		$997K Sell
8,658
-3,085
-26% -$359K 0.87% 30
2024
Q1 		$1.37M Buy
11,743
+978
+9% +$102K 1.19% 21
2023
Q4 		$1.08M Sell
10,765
-49
-0.5% -$5.15K 1.01% 23
2023
Q3 		$1.27M Buy
10,814
+1,277
+13% +$140K 1.41% 16
2023
Q2 		$1.02M Sell
9,537
-4,418
-32% -$482K 1.16% 20
2023
Q1 		$1.53M Buy
13,955
+148
+1% +$16.4K 1.63% 12
2022
Q4 		$1.52M Sell
13,807
-2,174
-14% -$233K 1.74% 13
2022
Q3 		$1.4M Buy
15,981
+75
+0.5% +$6.85K 0.65% 24
2022
Q2 		$1.36M Sell
15,906
-654
-4% -$59K 0.61% 26
2022
Q1 		$1.37M Sell
16,560
-1,365
-8% -$106K 0.56% 31
2021
Q4 		$1.1M Sell
17,925
-3,612
-17% -$226K 0.48% 37
2021
Q3 		$1.27M Sell
21,537
-12,565
-37% -$716K 0.51% 38
2021
Q2 		$2.15M Buy
34,102
+463
+1% +$27.6K 0.86% 19
2021
Q1 		$1.88M Sell
33,639
-2,066
-6% -$108K 0.78% 19
2020
Q4 		$1.47M Sell
35,705
-10,301
-22% -$386K 0.62% 24
2020
Q3 		$1.58M Sell
46,006
-7,335
-14% -$300K 0.68% 23
2020
Q2 		$2.38M Sell
53,341
-30,646
-36% -$1.37M 1.1% 17
2020
Q1 		$3.19M Buy
83,987
+59,316
+240% +$3.28M 1.12% 17
2019
Q4 		$1.72M Buy
+24,671
New +$1.71M 0.61% 30

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

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

Aurora Private Wealth increased its ExxonMobil (XOM) stake by 28% in Q3 2026, buying an estimated $110K and bringing the position to 3,223 shares worth $525K. The position accounts for 0.33% of the portfolio, ranked #72.

Aurora Private Wealth first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.19M in Q1 2020. 2,105 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Aurora Private Wealth held 3,223 shares of ExxonMobil worth $525K as of Q3 2026.
  • Aurora Private Wealth bought 706 ExxonMobil shares in Q3 2026, an estimated $110K.
  • ExxonMobil made up 0.33% of Aurora Private Wealth's portfolio in Q3 2026, its #72 holding.
  • Aurora Private Wealth first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • Aurora Private Wealth's ExxonMobil position peaked at $3.19M in Q1 2020.
  • 2,105 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

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