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Dickmeyer Boyce Financial Management’s ExxonMobil XOM Stock Holding History

Dickmeyer Boyce Financial 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 		$1.01M Buy
+6,235
New +$975K 0.52% 51
2026
Q2 		– Sell
-6,798
Closed -$1.15M – 136
2026
Q1 		$1.15M Buy
+6,798
New +$992K 0.68% 38

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
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
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Dickmeyer Boyce Financial Management's XOM Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management opened a new position in ExxonMobil (XOM) in Q3 2026: 6,235 shares worth $1.01M. The stake represents 0.52% of the portfolio and ranks #51 among its holdings. This is a return to the name: Dickmeyer Boyce Financial Management previously reported a position in XOM as recently as Q1 2026.

Dickmeyer Boyce Financial Management first reported a position in XOM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.15M in Q1 2026. 145 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 6,235 shares of ExxonMobil worth $1.01M as of Q3 2026.
  • ExxonMobil was a new Dickmeyer Boyce Financial Management position in Q3 2026.
  • ExxonMobil made up 0.52% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #51 holding.
  • Dickmeyer Boyce Financial Management first reported a position in ExxonMobil in Q1 2026 and has held it in 2 quarters since.
  • Dickmeyer Boyce Financial Management's ExxonMobil position peaked at $1.15M in Q1 2026.
  • 145 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.