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Box Hill Private Wealth’s ExxonMobil XOM Stock Holding History

Box Hill Private Wealth’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 		$435K Sell
2,672
-53
-2% -$8.29K 0.32% 47
2026
Q2 		$373K Buy
2,725
+49
+2% +$7.33K 0.3% 47
2026
Q1 		$454K Sell
2,676
-82
-3% -$12K 0.45% 35
2025
Q4 		$332K Buy
+2,758
New +$320K 0.34% 41

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
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
AT
Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return

Box Hill Private Wealth's XOM Position: Q3 2026 in Review

Box Hill Private Wealth reduced its ExxonMobil (XOM) stake by 1.9% in Q3 2026, selling an estimated $8.29K and leaving 2,672 shares worth $435K. The position accounts for 0.32% of the portfolio, ranked #47.

Box Hill Private Wealth first reported a position in XOM in Q4 2025 and has held it in 4 quarters since. The position peaked at $454K in Q1 2026. 38 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Box Hill Private Wealth held 2,672 shares of ExxonMobil worth $435K as of Q3 2026.
  • Box Hill Private Wealth sold 53 ExxonMobil shares in Q3 2026, an estimated $8.29K.
  • ExxonMobil made up 0.32% of Box Hill Private Wealth's portfolio in Q3 2026, its #47 holding.
  • Box Hill Private Wealth first reported a position in ExxonMobil in Q4 2025 and has held it in 4 quarters since.
  • Box Hill Private Wealth's ExxonMobil position peaked at $454K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.