Delap Wealth Advisory’s ExxonMobil XOM Stock Holding History

Delap Wealth Advisory’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	–	Sell	-1,800	Closed	-$246K	–	93
2026 Q2	$246K	Hold	1,800	–	–	0.08%	82
2026 Q1	$305K	Hold	1,800	–	–	0.11%	75
2025 Q4	$217K	Hold	1,800	–	–	0.08%	91
2025 Q3	$202K	Buy	+1,800	New	+$200K	0.08%	82
2025 Q2	–	Sell	-1,800	Closed	-$214K	–	89
2025 Q1	$214K	Buy	+1,800	New	+$199K	0.12%	76
2024 Q4	–	Sell	-1,892	Closed	-$222K	–	79
2024 Q3	$222K	Sell	1,892 -718	-28%	-$82.9K	0.14%	58
2024 Q2	$300K	Sell	2,610 -7,014	-73%	-$817K	0.14%	76
2024 Q1	$1.12M	Buy	9,624 +4,076	+73%	+$426K	0.45%	39
2023 Q4	$555K	Buy	+5,548	New	+$583K	0.25%	46
2023 Q1	–	Sell	-3,549	Closed	-$391K	–	74
2022 Q4	$391K	Buy	+3,549	New	+$380K	0.41%	44

Other funds holding XOM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Delap Wealth Advisory's XOM Position: Q3 2026 in Review

Delap Wealth Advisory sold out of ExxonMobil (XOM) in Q3 2026, closing a stake of 1,800 shares — an estimated $246K sold.

Delap Wealth Advisory first reported a position in XOM in Q4 2022 and held it in 10 quarters. The position peaked at $1.12M in Q1 2024. 3,198 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Delap Wealth Advisory reported no remaining ExxonMobil position as of Q3 2026 after selling out during the quarter.
Delap Wealth Advisory sold 1,800 ExxonMobil shares in Q3 2026, an estimated $246K.
Delap Wealth Advisory first reported a position in ExxonMobil in Q4 2022 and held it in 10 quarters.
Delap Wealth Advisory's ExxonMobil position peaked at $1.12M in Q1 2024.
3,198 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.