Denver PWM
XOM icon

Denver PWM’s ExxonMobil XOM Stock Holding History

Denver PWM’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 		$1.52M Sell
9,329
-9
-0.1% -$1.41K 0.5% 35
2026
Q2 		$1.5M Buy
9,338
+2
+0% +$299 0.49% 36
2026
Q1 		$1.35M Sell
9,336
-95
-1% -$13.9K 0.46% 36
2025
Q4 		$1.02M Hold
9,431
– – 0.34% 38
2025
Q3 		$1.02M Hold
9,431
– – 0.32% 39
2025
Q2 		$1.02M Buy
9,431
+604
+7% +$64.6K 0.32% 39
2025
Q1 		$1.05M Buy
8,827
+7,804
+763% +$863K 0.38% 36
2024
Q4 		$110K Sell
1,023
-16
-2% -$1.87K 0.04% 68
2024
Q3 		$122K Sell
1,039
-444
-30% -$51.3K 0.05% 72
2024
Q2 		$171K Sell
1,483
-657
-31% -$76.5K 0.07% 65
2024
Q1 		$255K Buy
2,140
+61
+3% +$6.38K 0.1% 82
2023
Q4 		$212K Sell
2,079
-294
-12% -$30.9K 0.1% 77
2023
Q3 		$274K Buy
2,373
+31
+1% +$3.4K 0.11% 80
2023
Q2 		$249K Sell
2,342
-13
-0.6% -$1.42K 0.1% 83
2023
Q1 		$258K Sell
2,355
-222
-9% -$24.6K 0.11% 80
2022
Q4 		$284K Sell
2,577
-28
-1% -$3K 0.13% 83
2022
Q3 		$239K Buy
2,605
+159
+7% +$14.5K 0.13% 81
2022
Q2 		$210K Buy
+2,446
New +$221K 0.1% 87
2019
Q4 		– Sell
-1,012
Closed -$70.8K – 214
2019
Q3 		$70.8K Buy
+1,012
New +$73.2K 0.04% 107

Other funds holding XOM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Denver PWM's XOM Position: Q3 2026 in Review

Denver PWM reduced its ExxonMobil (XOM) stake by 0.1% in Q3 2026, selling an estimated $1.41K and leaving 9,329 shares worth $1.52M. The position accounts for 0.5% of the portfolio, ranked #35.

Denver PWM first reported a position in XOM in Q3 2019 and has held it in 19 quarters since. 3,414 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Denver PWM held 9,329 shares of ExxonMobil worth $1.52M as of Q3 2026.
  • Denver PWM sold 9 ExxonMobil shares in Q3 2026, an estimated $1.41K.
  • ExxonMobil made up 0.5% of Denver PWM's portfolio in Q3 2026, its #35 holding.
  • Denver PWM first reported a position in ExxonMobil in Q3 2019 and has held it in 19 quarters since.
  • 3,414 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Denver PWM's 13F filing for Q3 2026, filed 22 Oct 2026.