Curtis Advisory Group
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Curtis Advisory Group’s ExxonMobil XOM Stock Holding History

Curtis Advisory 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 		$2.42M Buy
14,870
+1,840
+14% +$288K 0.45% 44
2026
Q2 		$1.78M Hold
13,030
– – 0.35% 53
2026
Q1 		$2.21M Hold
13,030
– – 0.48% 47
2025
Q4 		$1.57M Buy
+13,030
New +$1.51M 0.33% 51

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
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
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 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

Curtis Advisory Group's XOM Position: Q3 2026 in Review

Curtis Advisory Group increased its ExxonMobil (XOM) stake by 14% in Q3 2026, buying an estimated $288K and bringing the position to 14,870 shares worth $2.42M. The position accounts for 0.45% of the portfolio, ranked #44.

Curtis Advisory Group first reported a position in XOM in Q4 2025 and has held it in 4 quarters since. 1,884 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Curtis Advisory Group held 14,870 shares of ExxonMobil worth $2.42M as of Q3 2026.
  • Curtis Advisory Group bought 1,840 ExxonMobil shares in Q3 2026, an estimated $288K.
  • ExxonMobil made up 0.45% of Curtis Advisory Group's portfolio in Q3 2026, its #44 holding.
  • Curtis Advisory Group first reported a position in ExxonMobil in Q4 2025 and has held it in 4 quarters since.
  • 1,884 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Curtis Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.