Chatterton & Associates
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Chatterton & Associates’s ExxonMobil XOM Stock Holding History

Chatterton & Associates’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 		$271K Buy
+1,663
New +$260K 0.12% 90
2026
Q2 		– Sell
-5,467
Closed -$848K – 110
2026
Q1 		$848K Buy
5,467
+616
+13% +$89.9K 0.59% 40
2025
Q4 		$584K Buy
+4,851
New +$563K 0.5% 43

Other funds holding XOM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Chatterton & Associates's XOM Position: Q3 2026 in Review

Chatterton & Associates opened a new position in ExxonMobil (XOM) in Q3 2026: 1,663 shares worth $271K. The stake represents 0.12% of the portfolio and ranks #90 among its holdings. This is a return to the name: Chatterton & Associates previously reported a position in XOM as recently as Q1 2026.

Chatterton & Associates first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $848K in Q1 2026. 3,607 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Chatterton & Associates held 1,663 shares of ExxonMobil worth $271K as of Q3 2026.
  • ExxonMobil was a new Chatterton & Associates position in Q3 2026.
  • ExxonMobil made up 0.12% of Chatterton & Associates's portfolio in Q3 2026, its #90 holding.
  • Chatterton & Associates first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Chatterton & Associates's ExxonMobil position peaked at $848K in Q1 2026.
  • 3,607 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Chatterton & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.