Austin Wealth Management
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Austin Wealth Management’s ExxonMobil XOM Stock Holding History

Austin Wealth Management’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 		$869K Sell
5,155
-501
-9% -$78.3K 0.18% 65
2026
Q2 		$834K Buy
5,656
+727
+15% +$109K 0.18% 66
2026
Q1 		$805K Sell
4,929
-5,615
-53% -$819K 0.18% 64
2025
Q4 		$1.3M Buy
10,544
+149
+1% +$17.3K 0.19% 68
2025
Q3 		$1.19M Buy
10,395
+3,813
+58% +$424K 0.19% 69
2025
Q2 		$735K Sell
6,582
-547
-8% -$58.5K 0.13% 75
2025
Q1 		$774K Buy
7,129
+274
+4% +$30.3K 0.16% 66
2024
Q4 		$770K Buy
6,855
+182
+3% +$21.3K 0.16% 64
2024
Q3 		$818K Sell
6,673
-41
-0.6% -$4.73K 0.18% 64
2024
Q2 		$760K Buy
6,714
+34
+0.5% +$3.96K 0.18% 63
2024
Q1 		$771K Buy
6,680
+1,629
+32% +$170K 0.19% 62
2023
Q4 		$524K Sell
5,051
-654
-11% -$68.7K 0.14% 73
2023
Q3 		$597K Buy
+5,705
New +$626K 0.18% 63

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

Austin Wealth Management's XOM Position: Q3 2026 in Review

Austin Wealth Management reduced its ExxonMobil (XOM) stake by 8.9% in Q3 2026, selling an estimated $78.3K and leaving 5,155 shares worth $869K. The position accounts for 0.18% of the portfolio, ranked #65.

Austin Wealth Management first reported a position in XOM in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.3M in Q4 2025. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Austin Wealth Management held 5,155 shares of ExxonMobil worth $869K as of Q3 2026.
  • Austin Wealth Management sold 501 ExxonMobil shares in Q3 2026, an estimated $78.3K.
  • ExxonMobil made up 0.18% of Austin Wealth Management's portfolio in Q3 2026, its #65 holding.
  • Austin Wealth Management first reported a position in ExxonMobil in Q3 2023 and has held it in 13 quarters since.
  • Austin Wealth Management's ExxonMobil position peaked at $1.3M in Q4 2025.
  • 4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Austin Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.