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Defined Wealth Management’s ExxonMobil XOM Stock Holding History

Defined Wealth Management’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 		$912K Buy
5,605
+57
+1% +$8.91K 0.47% 55
2026
Q2 		$759K Sell
5,548
-6
-0.1% -$898 0.39% 63
2026
Q1 		$942K Buy
5,554
+55
+1% +$8.03K 0.55% 51
2025
Q4 		$662K Buy
5,499
+358
+7% +$41.5K 0.38% 61
2025
Q3 		$580K Buy
5,141
+144
+3% +$16K 0.34% 67
2025
Q2 		$539K Buy
4,997
+745
+18% +$79.6K 0.33% 66
2025
Q1 		$506K Buy
4,252
+153
+4% +$16.9K 0.34% 66
2024
Q4 		$441K Sell
4,099
-85
-2% -$9.9K 0.29% 74
2024
Q3 		$490K Buy
4,184
+54
+1% +$6.24K 0.32% 68
2024
Q2 		$475K Buy
4,130
+39
+1% +$4.54K 0.33% 72
2024
Q1 		$476K Buy
4,091
+153
+4% +$16K 0.34% 70
2023
Q4 		$394K Sell
3,938
-113
-3% -$11.9K 0.3% 79
2023
Q3 		$476K Buy
4,051
+96
+2% +$10.5K 0.41% 64
2023
Q2 		$424K Buy
3,955
+17
+0.4% +$1.86K 0.36% 72
2023
Q1 		$432K Hold
3,938
– – 0.4% 64
2022
Q4 		$434K Buy
3,938
+27
+0.7% +$2.89K 0.41% 67
2022
Q3 		$341K Hold
3,911
– – 0.37% 66
2022
Q2 		$335K Hold
3,911
– – 0.34% 68
2022
Q1 		$323K Hold
3,911
– – 0.28% 80
2021
Q4 		$239K Hold
3,911
– – 0.2% 86
2021
Q3 		$230K Hold
3,911
– – 0.2% 89
2021
Q2 		$247K Buy
3,911
+15
+0.4% +$896 0.22% 86
2021
Q1 		$218K Hold
3,896
– – 0.21% 87
2020
Q4 		$161K Buy
+3,896
New +$146K 0.16% 97

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Defined Wealth Management's XOM Position: Q3 2026 in Review

Defined Wealth Management increased its ExxonMobil (XOM) stake by 1% in Q3 2026, buying an estimated $8.91K and bringing the position to 5,605 shares worth $912K. The position accounts for 0.47% of the portfolio, ranked #55.

Defined Wealth Management first reported a position in XOM in Q4 2020 and has held it in 24 quarters since. The position peaked at $942K in Q1 2026. 1,015 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Defined Wealth Management held 5,605 shares of ExxonMobil worth $912K as of Q3 2026.
  • Defined Wealth Management bought 57 ExxonMobil shares in Q3 2026, an estimated $8.91K.
  • ExxonMobil made up 0.47% of Defined Wealth Management's portfolio in Q3 2026, its #55 holding.
  • Defined Wealth Management first reported a position in ExxonMobil in Q4 2020 and has held it in 24 quarters since.
  • Defined Wealth Management's ExxonMobil position peaked at $942K in Q1 2026.
  • 1,015 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

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