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COWA LLC’s ExxonMobil XOM Stock Holding History

COWA LLC’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 		$1.37M Buy
8,392
+426
+5% +$66.6K 0.33% 52
2026
Q2 		$1.09M Hold
7,966
– – 0.27% 58
2026
Q1 		$1.35M Sell
7,966
-234
-3% -$34.1K 0.36% 44
2025
Q4 		$987K Buy
8,200
+671
+9% +$77.8K 0.3% 54
2025
Q3 		$849K Sell
7,529
-744
-9% -$82.7K 0.28% 65
2025
Q2 		$891K Buy
8,273
+841
+11% +$89.9K 0.34% 57
2025
Q1 		$884K Sell
7,432
-726
-9% -$80.3K 0.38% 54
2024
Q4 		$878K Buy
8,158
+649
+9% +$75.9K 0.4% 53
2024
Q3 		$880K Sell
7,509
-650
-8% -$75.1K 0.42% 51
2024
Q2 		$939K Buy
8,159
+1,564
+24% +$182K 0.5% 40
2024
Q1 		$767K Sell
6,595
-90
-1% -$9.42K 0.45% 49
2023
Q4 		$668K Sell
6,685
-250
-4% -$26.3K 0.42% 47
2023
Q3 		$815K Sell
6,935
-650
-9% -$71.3K 0.55% 36
2023
Q2 		$813K Buy
7,585
+965
+15% +$105K 0.54% 37
2023
Q1 		$726K Hold
6,620
– – 0.59% 41
2022
Q4 		$882K Hold
6,620
– – 0.55% 38
2022
Q3 		$578K Buy
6,620
+1,490
+29% +$136K 0.38% 58
2022
Q2 		$439K Sell
5,130
-500
-9% -$45.1K 0.25% 80
2022
Q1 		$465K Sell
5,630
-160
-3% -$12.4K 0.23% 78
2021
Q4 		$354K Hold
5,790
– – 0.18% 89
2021
Q3 		$341K Hold
5,790
– – 0.2% 89
2021
Q2 		$365K Buy
5,790
+1,456
+34% +$86.9K 0.23% 74
2021
Q1 		$242K Buy
4,334
+270
+7% +$14.2K 0.15% 104
2020
Q4 		$197K Buy
+4,064
New +$152K 0.15% 104

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

COWA LLC's XOM Position: Q3 2026 in Review

COWA LLC increased its ExxonMobil (XOM) stake by 5.3% in Q3 2026, buying an estimated $66.6K and bringing the position to 8,392 shares worth $1.37M. The position accounts for 0.33% of the portfolio, ranked #52.

COWA LLC first reported a position in XOM in Q4 2020 and has held it in 24 quarters since. 2,427 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • COWA LLC held 8,392 shares of ExxonMobil worth $1.37M as of Q3 2026.
  • COWA LLC bought 426 ExxonMobil shares in Q3 2026, an estimated $66.6K.
  • ExxonMobil made up 0.33% of COWA LLC's portfolio in Q3 2026, its #52 holding.
  • COWA LLC first reported a position in ExxonMobil in Q4 2020 and has held it in 24 quarters since.
  • 2,427 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.