Commonwealth Financial Services
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Commonwealth Financial Services’s ExxonMobil XOM Stock Holding History

Commonwealth Financial Services’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 		$1.97M Sell
12,132
-8,203
-40% -$1.28M 0.35% 52
2026
Q2 		$2.78M Sell
20,335
-650
-3% -$97.3K 0.37% 58
2026
Q1 		$3.56M Buy
20,985
+982
+5% +$143K 0.56% 36
2025
Q4 		$2.41M Buy
20,003
+2,163
+12% +$251K 0.4% 46
2025
Q3 		$2.01M Sell
17,840
-752
-4% -$83.6K 0.34% 55
2025
Q2 		$2M Sell
18,592
-190
-1% -$20.3K 0.39% 52
2025
Q1 		$2.23M Buy
18,782
+259
+1% +$28.6K 0.46% 46
2024
Q4 		$1.99M Buy
18,523
+803
+5% +$93.9K 0.39% 51
2024
Q3 		$2.13M Buy
17,720
+384
+2% +$44.3K 0.42% 47
2024
Q2 		$1.94M Buy
17,336
+809
+5% +$94.2K 0.4% 44
2024
Q1 		$1.65M Hold
16,527
– – 0.39% 44
2023
Q4 		$1.65M Sell
16,527
-446
-3% -$46.9K 0.39% 44
2023
Q3 		$2M Buy
+16,973
New +$1.86M 0.59% 41
2017
Q1 		$154K Sell
1,871
-956
-34% -$79.9K 0.17% 62
2016
Q4 		$243K Sell
2,827
-1,661
-37% -$145K 0.24% 47
2016
Q3 		$392K Buy
4,488
+601
+15% +$53.3K 0.37% 32
2016
Q2 		$364K Buy
3,887
+597
+18% +$52.8K 0.43% 26
2016
Q1 		$275K Sell
3,290
-1,225
-27% -$98.1K 0.41% 25
2015
Q4 		$352K Buy
4,515
+3,946
+693% +$315K 1.2% 27
2015
Q3 		$42K Sell
569
-229
-29% -$17.6K 0.05% 82
2015
Q2 		$66K Hold
798
– – 0.07% 82
2015
Q1 		$68K Hold
798
– – 0.06% 84
2014
Q4 		$74K Buy
+798
New +$74.4K 0.07% 79

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Doliver Advisors
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Commonwealth Financial Services's XOM Position: Q3 2026 in Review

Commonwealth Financial Services reduced its ExxonMobil (XOM) stake by 40% in Q3 2026, selling an estimated $1.28M and leaving 12,132 shares worth $1.97M. The position accounts for 0.35% of the portfolio, ranked #52.

Commonwealth Financial Services first reported a position in XOM in Q4 2014 and has held it in 23 quarters since. The position peaked at $3.56M in Q1 2026. 1,522 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Commonwealth Financial Services held 12,132 shares of ExxonMobil worth $1.97M as of Q3 2026.
  • Commonwealth Financial Services sold 8,203 ExxonMobil shares in Q3 2026, an estimated $1.28M.
  • ExxonMobil made up 0.35% of Commonwealth Financial Services's portfolio in Q3 2026, its #52 holding.
  • Commonwealth Financial Services first reported a position in ExxonMobil in Q4 2014 and has held it in 23 quarters since.
  • Commonwealth Financial Services's ExxonMobil position peaked at $3.56M in Q1 2026.
  • 1,522 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.