Cove Private Wealth
XOM icon

Cove Private Wealth’s ExxonMobil XOM Stock Holding History

Cove Private Wealth’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 		$5.28M Buy
+32,442
New +$5.07M 0.93% 22
2026
Q2 		– Sell
-24,158
Closed -$4.1M – 211
2026
Q1 		$4.1M Buy
24,158
+2,338
+11% +$341K 0.93% 22
2025
Q4 		$2.63M Buy
21,820
+1,920
+10% +$223K 0.78% 29
2025
Q3 		$2.24M Buy
19,900
+250
+1% +$27.8K 0.71% 33
2025
Q2 		$2.12M Buy
19,650
+3,704
+23% +$396K 0.75% 33
2025
Q1 		$1.9M Buy
15,946
+5,210
+49% +$576K 1% 24
2024
Q4 		$1.15M Buy
10,736
+1,000
+10% +$117K 0.69% 39
2024
Q3 		$1.14M Sell
9,736
-425
-4% -$49.1K 0.89% 35
2024
Q2 		$1.17M Hold
10,161
– – 0.93% 33
2024
Q1 		$1.18M Hold
10,161
– – 1.01% 32
2023
Q4 		$1.02M Buy
+10,161
New +$1.07M 0.96% 35

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

Cove Private Wealth's XOM Position: Q3 2026 in Review

Cove Private Wealth opened a new position in ExxonMobil (XOM) in Q3 2026: 32,442 shares worth $5.28M. The stake represents 0.93% of the portfolio and ranks #22 among its holdings. This is a return to the name: Cove Private Wealth previously reported a position in XOM as recently as Q1 2026.

Cove Private Wealth first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. 3,198 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Cove Private Wealth held 32,442 shares of ExxonMobil worth $5.28M as of Q3 2026.
  • ExxonMobil was a new Cove Private Wealth position in Q3 2026.
  • ExxonMobil made up 0.93% of Cove Private Wealth's portfolio in Q3 2026, its #22 holding.
  • Cove Private Wealth first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • 3,198 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.