Convergence Financial
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Convergence Financial’s ExxonMobil XOM Stock Holding History

Convergence Financial’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 		$966K Buy
5,938
+661
+13% +$103K 0.14% 115
2026
Q2 		$722K Buy
5,277
+2,466
+88% +$369K 0.06% 145
2026
Q1 		$476K Buy
2,811
+352
+14% +$51.4K 0.05% 147
2025
Q4 		$296K Sell
2,459
-597
-20% -$69.2K 0.04% 159
2025
Q3 		$345K Buy
3,056
+51
+2% +$5.67K 0.05% 149
2025
Q2 		$324K Buy
3,005
+227
+8% +$24.3K 0.06% 149
2025
Q1 		$330K Buy
+2,778
New +$307K 0.06% 130

Other funds holding XOM

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Convergence Financial's XOM Position: Q3 2026 in Review

Convergence Financial increased its ExxonMobil (XOM) stake by 13% in Q3 2026, buying an estimated $103K and bringing the position to 5,938 shares worth $966K. The position accounts for 0.14% of the portfolio, ranked #115.

Convergence Financial first reported a position in XOM in Q1 2025 and has held it in 7 quarters since. 3,198 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Convergence Financial held 5,938 shares of ExxonMobil worth $966K as of Q3 2026.
  • Convergence Financial bought 661 ExxonMobil shares in Q3 2026, an estimated $103K.
  • ExxonMobil made up 0.14% of Convergence Financial's portfolio in Q3 2026, its #115 holding.
  • Convergence Financial first reported a position in ExxonMobil in Q1 2025 and has held it in 7 quarters since.
  • 3,198 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.