Discipline Wealth Solutions
XOM icon

Discipline Wealth Solutions’s ExxonMobil XOM Stock Holding History

Discipline Wealth Solutions’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 		$429K Sell
2,636
-50
-2% -$7.82K 0.04% 133
2026
Q2 		$367K Buy
2,686
+62
+2% +$9.28K 0.03% 149
2026
Q1 		$445K Buy
2,624
+130
+5% +$19K 0.05% 120
2025
Q4 		$300K Buy
+2,494
New +$289K 0.06% 138

Other funds holding XOM

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
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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Discipline Wealth Solutions's XOM Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its ExxonMobil (XOM) stake by 1.9% in Q3 2026, selling an estimated $7.82K and leaving 2,636 shares worth $429K. The position accounts for 0.04% of the portfolio, ranked #133.

Discipline Wealth Solutions first reported a position in XOM in Q4 2025 and has held it in 4 quarters since. The position peaked at $445K in Q1 2026. 3,082 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Discipline Wealth Solutions held 2,636 shares of ExxonMobil worth $429K as of Q3 2026.
  • Discipline Wealth Solutions sold 50 ExxonMobil shares in Q3 2026, an estimated $7.82K.
  • ExxonMobil made up 0.04% of Discipline Wealth Solutions's portfolio in Q3 2026, its #133 holding.
  • Discipline Wealth Solutions first reported a position in ExxonMobil in Q4 2025 and has held it in 4 quarters since.
  • Discipline Wealth Solutions's ExxonMobil position peaked at $445K in Q1 2026.
  • 3,082 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.