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Buska Wealth Management’s ExxonMobil XOM Stock Holding History

Buska 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 		$518K Buy
3,182
+40
+1% +$6.25K 0.18% 44
2026
Q2 		$430K Buy
3,142
+31
+1% +$4.64K 0.15% 48
2026
Q1 		$528K Buy
3,111
+1
+0% +$146 0.21% 39
2025
Q4 		$374K Sell
3,110
-81
-3% -$9.39K 0.14% 48
2025
Q3 		$360K Sell
3,191
-14
-0.4% -$1.56K 0.11% 50
2025
Q2 		$346K Sell
3,205
-6
-0.2% -$641 0.09% 47
2025
Q1 		$382K Sell
3,211
-7
-0.2% -$774 0.12% 44
2024
Q4 		$346K Buy
3,218
+2
+0.1% +$234 0.11% 45
2024
Q3 		$377K Buy
+3,216
New +$371K 0.13% 43

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

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

Buska Wealth Management increased its ExxonMobil (XOM) stake by 1.3% in Q3 2026, buying an estimated $6.25K and bringing the position to 3,182 shares worth $518K. The position accounts for 0.18% of the portfolio, ranked #44.

Buska Wealth Management first reported a position in XOM in Q3 2024 and has held it in 9 quarters since. The position peaked at $528K in Q1 2026. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Buska Wealth Management held 3,182 shares of ExxonMobil worth $518K as of Q3 2026.
  • Buska Wealth Management bought 40 ExxonMobil shares in Q3 2026, an estimated $6.25K.
  • ExxonMobil made up 0.18% of Buska Wealth Management's portfolio in Q3 2026, its #44 holding.
  • Buska Wealth Management first reported a position in ExxonMobil in Q3 2024 and has held it in 9 quarters since.
  • Buska Wealth Management's ExxonMobil position peaked at $528K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.