Barlow Wealth Partners
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Barlow Wealth Partners’s ExxonMobil XOM Stock Holding History

Barlow 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 		$3.3M Buy
20,059
+462
+2% +$72.2K 0.34% 35
2026
Q2 		$2.77M Buy
19,597
+2
+0% +$299 0.3% 38
2026
Q1 		$2.87M Sell
19,595
-52
-0.3% -$7.59K 0.32% 37
2025
Q4 		$2.45M Sell
19,647
-153
-0.8% -$17.7K 0.26% 39
2025
Q3 		$2.27M Sell
19,800
-756
-4% -$84K 0.25% 40
2025
Q2 		$2.28M Sell
20,556
-96,113
-82% -$10.3M 0.27% 43
2025
Q1 		$12.7M Buy
116,669
+96,573
+481% +$10.7M 1.66% 27
2024
Q4 		$2.24M Sell
20,096
-54
-0.3% -$6.32K 0.28% 44
2024
Q3 		$2.53M Sell
20,150
-82
-0.4% -$9.47K 0.33% 44
2024
Q2 		$2.33M Buy
20,232
+3
+0% +$349 0.32% 45
2024
Q1 		$2.43M Buy
20,229
+3
+0% +$314 0.33% 51
2023
Q4 		$2.02M Buy
+20,226
New +$2.13M 0.29% 51

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

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

Barlow Wealth Partners increased its ExxonMobil (XOM) stake by 2.4% in Q3 2026, buying an estimated $72.2K and bringing the position to 20,059 shares worth $3.3M. The position accounts for 0.34% of the portfolio, ranked #35.

Barlow Wealth Partners first reported a position in XOM in Q4 2023 and has held it in 12 quarters since. The position peaked at $12.7M in Q1 2025. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Barlow Wealth Partners held 20,059 shares of ExxonMobil worth $3.3M as of Q3 2026.
  • Barlow Wealth Partners bought 462 ExxonMobil shares in Q3 2026, an estimated $72.2K.
  • ExxonMobil made up 0.34% of Barlow Wealth Partners's portfolio in Q3 2026, its #35 holding.
  • Barlow Wealth Partners first reported a position in ExxonMobil in Q4 2023 and has held it in 12 quarters since.
  • Barlow Wealth Partners's ExxonMobil position peaked at $12.7M in Q1 2025.
  • 4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.