Crown Wealth Group
XOM icon

Crown Wealth Group’s ExxonMobil XOM Stock Holding History

Crown Wealth Group’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 		$1.13M Buy
6,919
+688
+11% +$108K 0.28% 48
2026
Q2 		$852K Buy
6,231
+435
+8% +$65.1K 0.22% 56
2026
Q1 		$983K Buy
5,796
+65
+1% +$9.49K 0.29% 50
2025
Q4 		$690K Sell
5,731
-268
-4% -$31.1K 0.19% 58
2025
Q3 		$676K Buy
5,999
+354
+6% +$39.4K 0.2% 56
2025
Q2 		$609K Buy
5,645
+62
+1% +$6.63K 0.23% 52
2025
Q1 		$664K Buy
5,583
+295
+6% +$32.6K 0.34% 41
2024
Q4 		$569K Sell
5,288
-869
-14% -$102K 0.23% 55
2024
Q3 		$722K Sell
6,157
-38
-0.6% -$4.39K 0.31% 49
2024
Q2 		$713K Buy
6,195
+722
+13% +$84.1K 0.36% 42
2024
Q1 		$636K Buy
5,473
+320
+6% +$33.5K 0.33% 42
2023
Q4 		$515K Buy
5,153
+999
+24% +$105K 0.31% 43
2023
Q3 		$488K Buy
4,154
+97
+2% +$10.6K 0.37% 36
2023
Q2 		$435K Buy
4,057
+597
+17% +$65.1K 0.34% 36
2023
Q1 		$379K Sell
3,460
-622
-15% -$68.8K 0.32% 41
2022
Q4 		$450K Buy
4,082
+243
+6% +$26K 0.42% 31
2022
Q3 		$335K Sell
3,839
-844
-18% -$77.1K 0.34% 40
2022
Q2 		$401K Buy
4,683
+140
+3% +$12.6K 0.36% 41
2022
Q1 		$375K Buy
+4,543
New +$353K 0.26% 59

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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

Crown Wealth Group's XOM Position: Q3 2026 in Review

Crown Wealth Group increased its ExxonMobil (XOM) stake by 11% in Q3 2026, buying an estimated $108K and bringing the position to 6,919 shares worth $1.13M. The position accounts for 0.28% of the portfolio, ranked #48.

Crown Wealth Group first reported a position in XOM in Q1 2022 and has held it in 19 quarters since. 2,105 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Crown Wealth Group held 6,919 shares of ExxonMobil worth $1.13M as of Q3 2026.
  • Crown Wealth Group bought 688 ExxonMobil shares in Q3 2026, an estimated $108K.
  • ExxonMobil made up 0.28% of Crown Wealth Group's portfolio in Q3 2026, its #48 holding.
  • Crown Wealth Group first reported a position in ExxonMobil in Q1 2022 and has held it in 19 quarters since.
  • 2,105 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.