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Burkett Financial Services’s ExxonMobil XOM Stock Holding History

Burkett Financial Services’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 		$412K Buy
2,532
+540
+27% +$84.4K 0.12% 43
2026
Q2 		$272K Sell
1,992
-60
-3% -$8.98K 0.09% 42
2026
Q1 		$348K Buy
2,052
+14
+0.7% +$2.04K 0.12% 41
2025
Q4 		$245K Buy
2,038
+17
+0.8% +$1.97K 0.08% 46
2025
Q3 		$228K Buy
2,021
+17
+0.8% +$1.89K 0.08% 50
2025
Q2 		$216K Buy
2,004
+19
+1% +$2.03K 0.08% 51
2025
Q1 		$236K Buy
1,985
+17
+0.9% +$1.88K 0.1% 45
2024
Q4 		$212K Buy
1,968
+73
+4% +$8.54K 0.09% 47
2024
Q3 		$222K Buy
1,895
+5
+0.3% +$577 0.09% 45
2024
Q2 		$218K Buy
1,890
+5
+0.3% +$582 0.11% 41
2024
Q1 		$219K Buy
1,885
+5
+0.3% +$523 0.11% 42
2023
Q4 		$188K Buy
+1,880
New +$198K 0.1% 44

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

Burkett Financial Services's XOM Position: Q3 2026 in Review

Burkett Financial Services increased its ExxonMobil (XOM) stake by 27% in Q3 2026, buying an estimated $84.4K and bringing the position to 2,532 shares worth $412K. The position accounts for 0.12% of the portfolio, ranked #43.

Burkett Financial Services first reported a position in XOM in Q4 2023 and has held it in 12 quarters since. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Burkett Financial Services held 2,532 shares of ExxonMobil worth $412K as of Q3 2026.
  • Burkett Financial Services bought 540 ExxonMobil shares in Q3 2026, an estimated $84.4K.
  • ExxonMobil made up 0.12% of Burkett Financial Services's portfolio in Q3 2026, its #43 holding.
  • Burkett Financial Services first reported a position in ExxonMobil in Q4 2023 and has held it in 12 quarters since.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.