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Colton Groome Financial Advisors’s ExxonMobil XOM Stock Holding History

Colton Groome Financial 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 		$597K Buy
3,668
+91
+3% +$14.2K 0.14% 83
2026
Q2 		$489K Sell
3,577
-183
-5% -$27.4K 0.12% 101
2026
Q1 		$638K Sell
3,760
-10
-0.3% -$1.46K 0.18% 73
2025
Q4 		$454K Sell
3,770
-281
-7% -$32.6K 0.13% 86
2025
Q3 		$457K Buy
4,051
+211
+5% +$23.5K 0.14% 84
2025
Q2 		$414K Hold
3,840
– – 0.14% 88
2025
Q1 		$406K Buy
3,840
+20
+0.5% +$2.21K 0.16% 84
2024
Q4 		$411K Sell
3,820
-2,500
-40% -$292K 0.16% 78
2024
Q3 		$741K Sell
6,320
-305
-5% -$35.2K 0.28% 54
2024
Q2 		$763K Buy
6,625
+91
+1% +$10.6K 0.3% 52
2024
Q1 		$760K Sell
6,534
-15
-0.2% -$1.57K 0.31% 51
2023
Q4 		$655K Buy
6,549
+2,500
+62% +$263K 0.29% 59
2023
Q3 		$476K Sell
4,049
-303
-7% -$33.2K 0.24% 70
2023
Q2 		$467K Sell
4,352
-1,060
-20% -$116K 0.22% 76
2023
Q1 		$593K Sell
5,412
-601
-10% -$66.5K 0.28% 70
2022
Q4 		$663K Sell
6,013
-452
-7% -$48.4K 0.33% 56
2022
Q3 		$564K Buy
6,465
+1,333
+26% +$122K 0.29% 57
2022
Q2 		$440K Buy
+5,132
New +$463K 0.22% 57
2022
Q1 		– Sell
-8,971
Closed -$549K – 140
2021
Q4 		$549K Sell
8,971
-4
-0% -$250 0.22% 70
2021
Q3 		$528K Buy
8,975
+25
+0.3% +$1.43K 0.23% 65
2021
Q2 		$565K Buy
+8,950
New +$534K 0.26% 62

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

Colton Groome Financial Advisors's XOM Position: Q3 2026 in Review

Colton Groome Financial Advisors increased its ExxonMobil (XOM) stake by 2.5% in Q3 2026, buying an estimated $14.2K and bringing the position to 3,668 shares worth $597K. The position accounts for 0.14% of the portfolio, ranked #83.

Colton Groome Financial Advisors first reported a position in XOM in Q2 2021 and has held it in 21 quarters since. The position peaked at $763K in Q2 2024. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Colton Groome Financial Advisors held 3,668 shares of ExxonMobil worth $597K as of Q3 2026.
  • Colton Groome Financial Advisors bought 91 ExxonMobil shares in Q3 2026, an estimated $14.2K.
  • ExxonMobil made up 0.14% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #83 holding.
  • Colton Groome Financial Advisors first reported a position in ExxonMobil in Q2 2021 and has held it in 21 quarters since.
  • Colton Groome Financial Advisors's ExxonMobil position peaked at $763K in Q2 2024.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.