Boyce & Associates Wealth Consulting’s ExxonMobil XOM Stock Holding History

Boyce & Associates Wealth Consulting’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	$933K	Sell	5,730 -47	-0.8%	-$7.35K	0.57%	35
2026 Q2	$790K	Buy	5,777 +1	+0%	+$150	0.55%	38
2026 Q1	$980K	Buy	5,776 +4,077	+240%	+$595K	0.74%	34
2025 Q4	$204K	Buy	+1,699	New	+$197K	0.17%	74
2025 Q2	–	Sell	-1,845	Closed	-$219K	–	75
2025 Q1	$219K	Sell	1,845 -549	-23%	-$60.7K	0.22%	66
2024 Q4	$258K	Buy	2,394 +1	+0%	+$117	0.26%	58
2024 Q3	$281K	Sell	2,393 -93	-4%	-$10.7K	0.29%	55
2024 Q2	$286K	Buy	+2,486	New	+$290K	0.34%	50

Other funds holding XOM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boyce & Associates Wealth Consulting's XOM Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting reduced its ExxonMobil (XOM) stake by 0.81% in Q3 2026, selling an estimated $7.35K and leaving 5,730 shares worth $933K. The position accounts for 0.57% of the portfolio, ranked #35.

Boyce & Associates Wealth Consulting first reported a position in XOM in Q2 2024 and has held it in 8 quarters since. The position peaked at $980K in Q1 2026. 3,666 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Boyce & Associates Wealth Consulting held 5,730 shares of ExxonMobil worth $933K as of Q3 2026.
Boyce & Associates Wealth Consulting sold 47 ExxonMobil shares in Q3 2026, an estimated $7.35K.
ExxonMobil made up 0.57% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #35 holding.
Boyce & Associates Wealth Consulting first reported a position in ExxonMobil in Q2 2024 and has held it in 8 quarters since.
Boyce & Associates Wealth Consulting's ExxonMobil position peaked at $980K in Q1 2026.
3,666 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.