Central Valley Advisors’s ExxonMobil XOM Stock Holding History

Central Valley Advisors’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	$926K	Sell	5,689 -827	-13%	-$129K	0.25%	71
2026 Q2	$891K	Sell	6,516 -726	-10%	-$109K	0.23%	78
2026 Q1	$1.23M	Buy	7,242 +508	+8%	+$74.1K	0.34%	67
2025 Q4	$810K	Buy	6,734 +10	+0.1%	+$1.16K	0.24%	71
2025 Q3	$758K	Buy	6,724 +524	+8%	+$58.3K	0.23%	73
2025 Q2	$668K	Sell	6,200 -240	-4%	-$25.7K	0.23%	72
2025 Q1	$766K	Sell	6,440 -420	-6%	-$46.4K	0.29%	65
2024 Q4	$738K	Buy	6,860 +384	+6%	+$44.9K	0.34%	60
2024 Q3	$759K	Buy	6,476 +44	+0.7%	+$5.08K	0.43%	56
2024 Q2	$718K	Sell	6,432 -451	-7%	-$52.5K	0.31%	59
2024 Q1	$800K	Buy	6,883 +9	+0.1%	+$942	0.41%	60
2023 Q4	$687K	Buy	+6,874	New	+$722K	0.4%	66

Other funds holding XOM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Morgan Stanley New York $1.96T AUM 27.49% 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

Central Valley Advisors's XOM Position: Q3 2026 in Review

Central Valley Advisors reduced its ExxonMobil (XOM) stake by 13% in Q3 2026, selling an estimated $129K and leaving 5,689 shares worth $926K. The position accounts for 0.25% of the portfolio, ranked #71.

Central Valley Advisors first reported a position in XOM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.23M in Q1 2026. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Central Valley Advisors held 5,689 shares of ExxonMobil worth $926K as of Q3 2026.
Central Valley Advisors sold 827 ExxonMobil shares in Q3 2026, an estimated $129K.
ExxonMobil made up 0.25% of Central Valley Advisors's portfolio in Q3 2026, its #71 holding.
Central Valley Advisors first reported a position in ExxonMobil in Q4 2023 and has held it in 12 quarters since.
Central Valley Advisors's ExxonMobil position peaked at $1.23M in Q1 2026.
4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.