BFG
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Baron Financial Group’s ExxonMobil XOM Stock Holding History

Baron Financial Group’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 		$1.08M Sell
6,645
-66
-1% -$10.3K 0.53% 33
2026
Q2 		$917K Buy
6,711
+1
+0% +$150 0.44% 35
2026
Q1 		$1.14M Hold
6,710
– – 0.61% 33
2025
Q4 		$807K Buy
6,710
+65
+1% +$7.54K 0.43% 34
2025
Q3 		$749K Hold
6,645
– – 0.41% 35
2025
Q2 		$716K Sell
6,645
-25
-0.4% -$2.67K 0.42% 35
2025
Q1 		$793K Hold
6,670
– – 0.5% 33
2024
Q4 		$717K Hold
6,670
– – 0.44% 35
2024
Q3 		$782K Hold
6,670
– – 0.48% 34
2024
Q2 		$768K Sell
6,670
-750
-10% -$87.4K 0.49% 34
2024
Q1 		$863K Hold
7,420
– – 0.53% 34
2023
Q4 		$742K Sell
7,420
-100
-1% -$10.5K 0.47% 34
2023
Q3 		$884K Hold
7,520
– – 0.57% 34
2023
Q2 		$807K Sell
7,520
-74
-1% -$8.07K 0.5% 34
2023
Q1 		$833K Buy
7,594
+124
+2% +$13.7K 0.53% 35
2022
Q4 		$824K Hold
7,470
– – 0.55% 36
2022
Q3 		$652K Sell
7,470
-85
-1% -$7.76K 0.44% 37
2022
Q2 		$647K Sell
7,555
-100
-1% -$9.02K 0.43% 31
2022
Q1 		$632K Buy
7,655
+100
+1% +$7.77K 0.37% 32
2021
Q4 		$462K Hold
7,555
– – 0.26% 33
2021
Q3 		$444K Sell
7,555
-500
-6% -$28.5K 0.27% 35
2021
Q2 		$508K Hold
8,055
– – 0.32% 35
2021
Q1 		$450K Sell
8,055
-150
-2% -$7.86K 0.31% 35
2020
Q4 		$338K Sell
8,205
-100
-1% -$3.75K 0.27% 36
2020
Q3 		$285K Buy
+8,305
New +$340K 0.27% 35

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

Baron Financial Group's XOM Position: Q3 2026 in Review

Baron Financial Group reduced its ExxonMobil (XOM) stake by 0.98% in Q3 2026, selling an estimated $10.3K and leaving 6,645 shares worth $1.08M. The position accounts for 0.53% of the portfolio, ranked #33.

Baron Financial Group first reported a position in XOM in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.14M in Q1 2026. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Baron Financial Group held 6,645 shares of ExxonMobil worth $1.08M as of Q3 2026.
  • Baron Financial Group sold 66 ExxonMobil shares in Q3 2026, an estimated $10.3K.
  • ExxonMobil made up 0.53% of Baron Financial Group's portfolio in Q3 2026, its #33 holding.
  • Baron Financial Group first reported a position in ExxonMobil in Q3 2020 and has held it in 25 quarters since.
  • Baron Financial Group's ExxonMobil position peaked at $1.14M in Q1 2026.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Baron Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.