AWM
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Avaii Wealth Management’s ExxonMobil XOM Stock Holding History

Avaii 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 		$838K Buy
5,110
+137
+3% +$21.4K 0.24% 53
2026
Q2 		$680K Sell
4,973
-2,024
-29% -$303K 0.2% 64
2026
Q1 		$1.19M Sell
6,997
-126
-2% -$18.4K 0.41% 32
2025
Q4 		$857K Buy
7,123
+12
+0.2% +$1.39K 0.31% 41
2025
Q3 		$802K Buy
7,111
+602
+9% +$66.9K 0.31% 46
2025
Q2 		$702K Sell
6,509
-115
-2% -$12.3K 0.31% 43
2025
Q1 		$788K Sell
6,624
-91
-1% -$10.1K 0.42% 33
2024
Q4 		$722K Sell
6,715
-450
-6% -$52.6K 0.36% 38
2024
Q3 		$840K Sell
7,165
-1,381
-16% -$159K 0.42% 32
2024
Q2 		$984K Buy
8,546
+544
+7% +$63.4K 0.55% 31
2024
Q1 		$930K Sell
8,002
-27
-0.3% -$2.83K 0.55% 40
2023
Q4 		$803K Sell
8,029
-282
-3% -$29.6K 0.52% 42
2023
Q3 		$977K Buy
8,311
+2,665
+47% +$292K 0.74% 29
2023
Q2 		$606K Sell
5,646
-81
-1% -$8.84K 0.47% 50
2023
Q1 		$628K Buy
5,727
+488
+9% +$54K 0.55% 41
2022
Q4 		$578K Buy
5,239
+2,477
+90% +$265K 0.52% 43
2022
Q3 		$241K Buy
2,762
+84
+3% +$7.67K 0.25% 94
2022
Q2 		$229K Buy
2,678
+22
+0.8% +$1.98K 0.24% 93
2022
Q1 		$220K Buy
+2,656
New +$206K 0.2% 98

Other funds holding XOM

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Avaii Wealth Management increased its ExxonMobil (XOM) stake by 2.8% in Q3 2026, buying an estimated $21.4K and bringing the position to 5,110 shares worth $838K. The position accounts for 0.24% of the portfolio, ranked #53.

Avaii Wealth Management first reported a position in XOM in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.19M in Q1 2026. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Avaii Wealth Management held 5,110 shares of ExxonMobil worth $838K as of Q3 2026.
  • Avaii Wealth Management bought 137 ExxonMobil shares in Q3 2026, an estimated $21.4K.
  • ExxonMobil made up 0.24% of Avaii Wealth Management's portfolio in Q3 2026, its #53 holding.
  • Avaii Wealth Management first reported a position in ExxonMobil in Q1 2022 and has held it in 19 quarters since.
  • Avaii Wealth Management's ExxonMobil position peaked at $1.19M in Q1 2026.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.