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Ballew Advisors’s ExxonMobil XOM Stock Holding History

Ballew Advisors’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 		$973K Sell
5,932
-1,980
-25% -$310K 0.48% 44
2026
Q2 		$1.08M Sell
7,912
-44
-0.6% -$6.58K 0.56% 39
2026
Q1 		$1.23M Buy
7,956
+20
+0.3% +$2.92K 0.7% 36
2025
Q4 		$1M Sell
7,936
-124
-2% -$14.4K 0.57% 41
2025
Q3 		$905K Buy
8,060
+451
+6% +$50.1K 0.51% 46
2025
Q2 		$854K Buy
7,609
+27
+0.4% +$2.89K 0.51% 44
2025
Q1 		$782K Buy
7,582
+827
+12% +$91.5K 0.52% 45
2024
Q4 		$738K Buy
6,755
+18
+0.3% +$2.11K 0.47% 51
2024
Q3 		$823K Buy
6,737
+18
+0.3% +$2.08K 0.55% 44
2024
Q2 		$774K Buy
6,719
+1,866
+38% +$217K 0.51% 51
2024
Q1 		$593K Buy
4,853
+22
+0.5% +$2.3K 0.41% 61
2023
Q4 		$472K Buy
4,831
+19
+0.4% +$2K 0.35% 63
2023
Q3 		$537K Buy
4,812
+16
+0.3% +$1.75K 0.44% 65
2023
Q2 		$508K Hold
4,796
– – 0.37% 66
2023
Q1 		$506K Buy
4,796
+33
+0.7% +$3.65K 0.37% 68
2022
Q4 		$539K Buy
4,763
+17
+0.4% +$1.82K 0.41% 56
2022
Q3 		$469K Sell
4,746
-102
-2% -$9.31K 0.42% 56
2022
Q2 		$403K Buy
4,848
+17
+0.4% +$1.53K 0.37% 61
2022
Q1 		$419K Buy
4,831
+1,572
+48% +$122K 0.32% 68
2021
Q4 		$234K Buy
3,259
+39
+1% +$2.44K 0.16% 99
2021
Q3 		$200K Buy
+3,220
New +$184K 0.15% 103
2020
Q1 		– Sell
-4,040
Closed -$282K – 94
2019
Q4 		$282K Sell
4,040
-2,376
-37% -$164K 0.24% 78
2019
Q3 		$428K Buy
6,416
+1,363
+27% +$98.6K 0.39% 57
2019
Q2 		$389K Buy
5,053
+1,163
+30% +$90K 0.35% 60
2019
Q1 		$300K Sell
3,890
-406
-9% -$31K 0.28% 72
2018
Q4 		$318K Buy
4,296
+6
+0.1% +$471 0.3% 65
2018
Q3 		$333K Sell
4,290
-635
-13% -$51.9K 0.31% 59
2018
Q2 		$407K Buy
4,925
+11
+0.2% +$876 0.46% 49
2018
Q1 		$367K Buy
4,914
+511
+12% +$40.8K 0.32% 65
2017
Q4 		$368K Buy
+4,403
New +$364K 0.37% 62

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

Ballew Advisors's XOM Position: Q3 2026 in Review

Ballew Advisors reduced its ExxonMobil (XOM) stake by 25% in Q3 2026, selling an estimated $310K and leaving 5,932 shares worth $973K. The position accounts for 0.48% of the portfolio, ranked #44.

Ballew Advisors first reported a position in XOM in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.23M in Q1 2026. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Ballew Advisors held 5,932 shares of ExxonMobil worth $973K as of Q3 2026.
  • Ballew Advisors sold 1,980 ExxonMobil shares in Q3 2026, an estimated $310K.
  • ExxonMobil made up 0.48% of Ballew Advisors's portfolio in Q3 2026, its #44 holding.
  • Ballew Advisors first reported a position in ExxonMobil in Q4 2017 and has held it in 30 quarters since.
  • Ballew Advisors's ExxonMobil position peaked at $1.23M in Q1 2026.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Ballew Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.