Challenger Wealth Management’s ExxonMobil XOM Stock Holding History

Challenger 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	$4.55M	Sell	27,987 -14	-0%	-$2.19K	3.32%	6
2026 Q2	$3.83M	Sell	28,001 -201	-0.7%	-$30.1K	2.82%	9
2026 Q1	$4.78M	Sell	28,202 -570	-2%	-$83.2K	3.82%	5
2025 Q4	$3.46M	Sell	28,772 -1,687	-6%	-$196K	2.64%	11
2025 Q3	$3.43M	Sell	30,459 -1,044	-3%	-$116K	2.69%	11
2025 Q2	$3.4M	Buy	31,503 +2,837	+10%	+$303K	2.36%	11
2025 Q1	$3.41M	Buy	28,666 +3,773	+15%	+$417K	2.7%	10
2024 Q4	$2.68M	Buy	+24,893	New	+$2.91M	2.31%	11

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

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

Challenger Wealth Management reduced its ExxonMobil (XOM) stake by 0.05% in Q3 2026, selling an estimated $2.19K and leaving 27,987 shares worth $4.55M. The position accounts for 3.32% of the portfolio, ranked #6.

Challenger Wealth Management first reported a position in XOM in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.78M in Q1 2026. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Challenger Wealth Management held 27,987 shares of ExxonMobil worth $4.55M as of Q3 2026.
Challenger Wealth Management sold 14 ExxonMobil shares in Q3 2026, an estimated $2.19K.
ExxonMobil made up 3.32% of Challenger Wealth Management's portfolio in Q3 2026, its #6 holding.
Challenger Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 8 quarters since.
Challenger Wealth Management's ExxonMobil position peaked at $4.78M in Q1 2026.
4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Challenger Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.