Avid Wealth Partners
XOM icon

Avid Wealth Partners’s ExxonMobil XOM Stock Holding History

Avid Wealth Partners’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 		$350K Buy
2,149
+44
+2% +$6.88K 0.16% 57
2026
Q2 		$288K Buy
2,105
+49
+2% +$7.33K 0.14% 62
2026
Q1 		$349K Buy
2,056
+282
+16% +$41.2K 0.16% 51
2025
Q4 		$213K Buy
+1,774
New +$206K 0.1% 61

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

Avid Wealth Partners's XOM Position: Q3 2026 in Review

Avid Wealth Partners increased its ExxonMobil (XOM) stake by 2.1% in Q3 2026, buying an estimated $6.88K and bringing the position to 2,149 shares worth $350K. The position accounts for 0.16% of the portfolio, ranked #57.

Avid Wealth Partners first reported a position in XOM in Q4 2025 and has held it in 4 quarters since. 2,828 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Avid Wealth Partners held 2,149 shares of ExxonMobil worth $350K as of Q3 2026.
  • Avid Wealth Partners bought 44 ExxonMobil shares in Q3 2026, an estimated $6.88K.
  • ExxonMobil made up 0.16% of Avid Wealth Partners's portfolio in Q3 2026, its #57 holding.
  • Avid Wealth Partners first reported a position in ExxonMobil in Q4 2025 and has held it in 4 quarters since.
  • 2,828 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.