Biltmore Wealth Management’s ExxonMobil XOM Stock Holding History

Biltmore Wealth Management’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	$582K	Buy	3,578 +22	+0.6%	+$3.44K	0.18%	41
2026 Q2	$486K	Hold	3,556	–	–	0.15%	43
2026 Q1	$603K	Hold	3,556	–	–	0.21%	39
2025 Q4	$428K	Hold	3,556	–	–	0.16%	45
2025 Q3	$401K	Hold	3,556	–	–	0.15%	47
2025 Q2	$383K	Hold	3,556	–	–	0.16%	48
2025 Q1	$423K	Hold	3,556	–	–	0.18%	45
2024 Q4	$383K	Hold	3,556	–	–	0.16%	46
2024 Q3	$417K	Hold	3,556	–	–	0.17%	44
2024 Q2	$409K	Hold	3,556	–	–	0.18%	45
2024 Q1	$356K	Hold	3,556	–	–	0.17%	44
2023 Q4	$356K	Hold	3,556	–	–	0.17%	44
2023 Q3	$418K	Sell	3,556 -20	-0.6%	-$2.19K	0.2%	44
2023 Q2	$384K	Hold	3,576	–	–	0.16%	43
2023 Q1	$392K	Sell	3,576 -18	-0.5%	-$1.99K	0.16%	43
2022 Q4	$396K	Sell	3,594 -2	-0.1%	-$214	0.17%	43
2022 Q3	$314K	Hold	3,596	–	–	0.14%	42
2022 Q2	$308K	Hold	3,596	–	–	0.14%	42
2022 Q1	$297K	Hold	3,596	–	–	0.12%	43
2021 Q4	$220K	Hold	3,596	–	–	0.08%	49
2021 Q3	$212K	Hold	3,596	–	–	0.08%	50
2021 Q2	$227K	Hold	3,596	–	–	0.09%	46
2021 Q1	$201K	Buy	+3,596	New	+$189K	0.09%	46
2020 Q2	–	Sell	-3,036	Closed	-$212K	–	60
2020 Q1	$212K	Hold	3,036	–	–	0.1%	47
2019 Q4	$212K	Hold	3,036	–	–	0.1%	47
2019 Q3	$214K	Hold	3,036	–	–	0.1%	46
2019 Q2	$233K	Hold	3,036	–	–	0.12%	45
2019 Q1	$245K	Hold	3,036	–	–	0.13%	46
2018 Q4	$207K	Hold	3,036	–	–	0.23%	38
2018 Q3	$258K	Hold	3,036	–	–	0.21%	36
2018 Q2	$251K	Hold	3,036	–	–	0.23%	34
2018 Q1	$227K	Hold	3,036	–	–	0.22%	35
2017 Q4	$254K	Hold	3,036	–	–	0.23%	33
2017 Q3	$249K	Hold	3,036	–	–	0.26%	33
2017 Q2	$245K	Hold	3,036	–	–	0.28%	31
2017 Q1	$249K	Hold	3,036	–	–	0.23%	28
2016 Q4	$274K	Hold	3,036	–	–	0.25%	24
2016 Q3	$265K	Sell	3,036 -864	-22%	-$76.7K	0.24%	24
2016 Q2	$366K	Sell	3,900 -1,136	-23%	-$100K	0.31%	22
2016 Q1	$421K	Buy	5,036 +1,840	+58%	+$147K	0.35%	24
2015 Q4	$249K	Sell	3,196 -95	-3%	-$7.59K	0.22%	35
2015 Q3	$245K	Hold	3,291	–	–	0.22%	36
2015 Q2	$274K	Hold	3,291	–	–	0.23%	37
2015 Q1	$280K	Sell	3,291 -75	-2%	-$6.65K	0.24%	36
2014 Q4	$311K	Buy	+3,366	New	+$314K	0.27%	33

Other funds holding XOM

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

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Biltmore Wealth Management's XOM Position: Q3 2026 in Review

Biltmore Wealth Management increased its ExxonMobil (XOM) stake by 0.62% in Q3 2026, buying an estimated $3.44K and bringing the position to 3,578 shares worth $582K. The position accounts for 0.18% of the portfolio, ranked #41.

Biltmore Wealth Management first reported a position in XOM in Q4 2014 and has held it in 45 quarters since. The position peaked at $603K in Q1 2026. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Biltmore Wealth Management held 3,578 shares of ExxonMobil worth $582K as of Q3 2026.
Biltmore Wealth Management bought 22 ExxonMobil shares in Q3 2026, an estimated $3.44K.
ExxonMobil made up 0.18% of Biltmore Wealth Management's portfolio in Q3 2026, its #41 holding.
Biltmore Wealth Management first reported a position in ExxonMobil in Q4 2014 and has held it in 45 quarters since.
Biltmore Wealth Management's ExxonMobil position peaked at $603K in Q1 2026.
235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Biltmore Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.