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Castleview Partners’s ExxonMobil XOM Stock Holding History

Castleview Partners’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 		$1.94M Buy
11,913
+784
+7% +$123K 0.85% 24
2026
Q2 		$1.52M Sell
11,129
-378
-3% -$56.6K 0.67% 30
2026
Q1 		$1.95M Buy
11,507
+3,769
+49% +$550K 1% 20
2025
Q4 		$931K Buy
7,738
+2,413
+45% +$280K 0.46% 47
2025
Q3 		$600K Buy
5,325
+605
+13% +$67.3K 0.33% 66
2025
Q2 		$509K Buy
4,720
+139
+3% +$14.9K 0.33% 73
2025
Q1 		$545K Sell
4,581
-550
-11% -$60.8K 0.37% 71
2024
Q4 		$551K Buy
5,131
+411
+9% +$48.1K 0.3% 82
2024
Q3 		$553K Buy
4,720
+181
+4% +$20.9K 0.32% 73
2024
Q2 		$523K Buy
4,539
+564
+14% +$65.7K 0.3% 79
2024
Q1 		$462K Buy
3,975
+904
+29% +$94.6K 0.26% 87
2023
Q4 		$307K Sell
3,071
-8
-0.3% -$841 0.22% 107
2023
Q3 		$362K Sell
3,079
-360
-10% -$39.5K 0.33% 66
2023
Q2 		$369K Sell
3,439
-3,255
-49% -$355K 0.33% 66
2023
Q1 		$734K Buy
6,694
+35
+0.5% +$3.87K 0.65% 29
2022
Q4 		$734K Buy
6,659
+489
+8% +$52.4K 0.72% 26
2022
Q3 		$539K Sell
6,170
-47,970
-89% -$4.38M 0.51% 40
2022
Q2 		$1.05M Buy
54,140
+46,854
+643% +$4.23M 0.84% 21
2022
Q1 		$601K Buy
+7,286
New +$566K 0.37% 48
2021
Q2 		$3M Buy
+47,548
New +$2.84M 1.31% 10
2018
Q1 		$2.19M Buy
+29,309
New +$2.34M 1.81% 15

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Castleview Partners's XOM Position: Q3 2026 in Review

Castleview Partners increased its ExxonMobil (XOM) stake by 7% in Q3 2026, buying an estimated $123K and bringing the position to 11,913 shares worth $1.94M. The position accounts for 0.85% of the portfolio, ranked #24.

Castleview Partners first reported a position in XOM in Q1 2018 and has held it in 21 quarters since. The position peaked at $3M in Q2 2021. 959 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Castleview Partners held 11,913 shares of ExxonMobil worth $1.94M as of Q3 2026.
  • Castleview Partners bought 784 ExxonMobil shares in Q3 2026, an estimated $123K.
  • ExxonMobil made up 0.85% of Castleview Partners's portfolio in Q3 2026, its #24 holding.
  • Castleview Partners first reported a position in ExxonMobil in Q1 2018 and has held it in 21 quarters since.
  • Castleview Partners's ExxonMobil position peaked at $3M in Q2 2021.
  • 959 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.