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DLK Investment Management’s ExxonMobil XOM Stock Holding History

DLK Investment 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 		$648K Buy
3,980
+455
+13% +$71.1K 0.24% 49
2026
Q2 		$406K Sell
3,525
-367
-9% -$54.9K 0.17% 60
2026
Q1 		$660K Hold
3,892
– – 0.26% 45
2025
Q4 		$468K Hold
3,892
– – 0.17% 52
2025
Q3 		$439K Hold
3,892
– – 0.17% 53
2025
Q2 		$420K Buy
3,892
+670
+21% +$71.6K 0.16% 55
2025
Q1 		$383K Sell
3,222
-157
-5% -$17.4K 0.16% 53
2024
Q4 		$363K Sell
3,379
-146
-4% -$17.1K 0.15% 54
2024
Q3 		$413K Hold
3,525
– – 0.16% 60
2024
Q2 		$406K Buy
3,525
+535
+18% +$62.3K 0.17% 61
2024
Q1 		$348K Hold
2,990
– – 0.15% 62
2023
Q4 		$299K Buy
+2,990
New +$314K 0.14% 66

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
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 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

DLK Investment Management's XOM Position: Q3 2026 in Review

DLK Investment Management increased its ExxonMobil (XOM) stake by 13% in Q3 2026, buying an estimated $71.1K and bringing the position to 3,980 shares worth $648K. The position accounts for 0.24% of the portfolio, ranked #49.

DLK Investment Management first reported a position in XOM in Q4 2023 and has held it in 12 quarters since. The position peaked at $660K in Q1 2026. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • DLK Investment Management held 3,980 shares of ExxonMobil worth $648K as of Q3 2026.
  • DLK Investment Management bought 455 ExxonMobil shares in Q3 2026, an estimated $71.1K.
  • ExxonMobil made up 0.24% of DLK Investment Management's portfolio in Q3 2026, its #49 holding.
  • DLK Investment Management first reported a position in ExxonMobil in Q4 2023 and has held it in 12 quarters since.
  • DLK Investment Management's ExxonMobil position peaked at $660K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on DLK Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.