DJYG
XOM icon

David J. Yvars Group’s ExxonMobil XOM Stock Holding History

David J. Yvars 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 		$1.1M Hold
6,745
– – 0.5% 27
2026
Q2 		$922K Sell
6,745
-457
-6% -$68.4K 0.44% 31
2026
Q1 		$1.22M Sell
7,202
-88
-1% -$12.8K 0.68% 22
2025
Q4 		$877K Buy
7,290
+1,706
+31% +$198K 0.47% 30
2025
Q3 		$630K Sell
5,584
-36
-0.6% -$4K 0.34% 40
2025
Q2 		$606K Buy
5,620
+1
+0% +$107 0.35% 37
2025
Q1 		$668K Hold
5,619
– – 0.53% 30
2024
Q4 		$604K Buy
5,619
+83
+1% +$9.71K 0.37% 36
2024
Q3 		$649K Buy
5,536
+304
+6% +$35.1K 0.4% 39
2024
Q2 		$602K Buy
5,232
+227
+5% +$26.4K 0.38% 37
2024
Q1 		$582K Hold
5,005
– – 0.39% 37
2023
Q4 		$500K Hold
5,005
– – 0.4% 35
2023
Q3 		$588K Sell
5,005
-65
-1% -$7.13K 0.49% 33
2023
Q2 		$544K Sell
5,070
-154
-3% -$16.8K 0.45% 35
2023
Q1 		$573K Buy
5,224
+18
+0.3% +$1.99K 0.52% 36
2022
Q4 		$574K Sell
5,206
-137
-3% -$14.7K 0.72% 25
2022
Q3 		$466K Hold
5,343
– – 0.52% 30
2022
Q2 		$468K Buy
5,343
+1
+0% +$90 0.64% 29
2022
Q1 		$441K Sell
5,342
-25
-0.5% -$1.94K 0.31% 47
2021
Q4 		$328K Sell
5,367
-90
-2% -$5.63K 0.2% 58
2021
Q3 		$332K Buy
5,457
+134
+3% +$7.64K 0.19% 61
2021
Q2 		$336K Sell
5,323
-60
-1% -$3.58K 0.19% 63
2021
Q1 		$301K Hold
5,383
– – 0.19% 61
2020
Q4 		$222K Buy
+5,383
New +$202K 0.15% 73

Other funds holding XOM

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

David J. Yvars Group's XOM Position: Q3 2026 in Review

David J. Yvars Group held its ExxonMobil (XOM) position steady in Q3 2026 at 6,745 shares worth $1.1M. The position accounts for 0.5% of the portfolio, ranked #27.

David J. Yvars Group first reported a position in XOM in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.22M in Q1 2026. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • David J. Yvars Group held 6,745 shares of ExxonMobil worth $1.1M as of Q3 2026.
  • David J. Yvars Group left its ExxonMobil share count unchanged in Q3 2026.
  • ExxonMobil made up 0.5% of David J. Yvars Group's portfolio in Q3 2026, its #27 holding.
  • David J. Yvars Group first reported a position in ExxonMobil in Q4 2020 and has held it in 24 quarters since.
  • David J. Yvars Group's ExxonMobil position peaked at $1.22M in Q1 2026.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.