Avestar Capital
XOM icon

Avestar Capital’s ExxonMobil XOM Stock Holding History

Avestar Capital’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 		$4.77M Sell
29,333
-1,651
-5% -$258K 0.38% 55
2026
Q2 		$4.24M Sell
30,984
-627
-2% -$93.8K 0.24% 73
2026
Q1 		$5.36M Sell
31,611
-1
-0% -$146 0.34% 52
2025
Q4 		$3.8M Buy
31,612
+1,535
+5% +$178K 0.25% 71
2025
Q3 		$3.39M Sell
30,077
-2,344
-7% -$261K 0.22% 80
2025
Q2 		$3.49M Buy
32,421
+3,166
+11% +$338K 0.24% 75
2025
Q1 		$3.48M Buy
29,255
+3,955
+16% +$437K 0.3% 67
2024
Q4 		$2.72M Buy
25,300
+683
+3% +$79.9K 0.23% 85
2024
Q3 		$2.89M Buy
24,617
+1,423
+6% +$164K 0.3% 62
2024
Q2 		$2.67M Buy
23,194
+4,474
+24% +$521K 0.27% 70
2024
Q1 		$2.18M Buy
18,720
+4,919
+36% +$515K 0.23% 83
2023
Q4 		$1.38M Buy
13,801
+3,050
+28% +$321K 0.16% 86
2023
Q3 		$1.26M Buy
10,751
+1,375
+15% +$151K 0.18% 79
2023
Q2 		$1.01M Buy
9,376
+593
+7% +$64.7K 0.16% 78
2023
Q1 		$963K Sell
8,783
-1
-0% -$111 0.17% 73
2022
Q4 		$969K Buy
8,784
+1,300
+17% +$139K 0.18% 79
2022
Q3 		$653K Sell
7,484
-382
-5% -$34.9K 0.17% 90
2022
Q2 		$674K Buy
7,866
+4,997
+174% +$451K 0.17% 97
2022
Q1 		$237K Buy
+2,869
New +$223K 0.04% 352
2019
Q4 		– Sell
-3,912
Closed -$276K – 181
2019
Q3 		$276K Buy
3,912
+3,198
+448% +$231K 0.17% 110
2019
Q2 		$51K Buy
714
+22
+3% +$1.7K 0.03% 287
2019
Q1 		$52K Sell
692
-246
-26% -$18.8K 0.03% 281
2018
Q4 		$60K Sell
938
-88
-9% -$6.9K 0.04% 241
2018
Q3 		$83K Sell
1,026
-27
-3% -$2.21K 0.05% 216
2018
Q2 		$82K Buy
1,053
+193
+22% +$15.4K 0.05% 224
2018
Q1 		$60K Sell
860
-283
-25% -$22.6K 0.04% 229
2017
Q4 		$89K Buy
+1,143
New +$94.5K 0.07% 173

Other funds holding XOM

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 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

Avestar Capital's XOM Position: Q3 2026 in Review

Avestar Capital reduced its ExxonMobil (XOM) stake by 5.3% in Q3 2026, selling an estimated $258K and leaving 29,333 shares worth $4.77M. The position accounts for 0.38% of the portfolio, ranked #55.

Avestar Capital first reported a position in XOM in Q4 2017 and has held it in 27 quarters since. The position peaked at $5.36M in Q1 2026. 2,678 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Avestar Capital held 29,333 shares of ExxonMobil worth $4.77M as of Q3 2026.
  • Avestar Capital sold 1,651 ExxonMobil shares in Q3 2026, an estimated $258K.
  • ExxonMobil made up 0.38% of Avestar Capital's portfolio in Q3 2026, its #55 holding.
  • Avestar Capital first reported a position in ExxonMobil in Q4 2017 and has held it in 27 quarters since.
  • Avestar Capital's ExxonMobil position peaked at $5.36M in Q1 2026.
  • 2,678 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.