DFG
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Dupree Financial Group’s ExxonMobil XOM Stock Holding History

Dupree Financial Group’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 		$1.66M Buy
10,211
+409
+4% +$64K 0.6% 39
2026
Q2 		$1.34M Buy
9,802
+2
+0% +$299 0.5% 43
2026
Q1 		$1.66M Sell
9,800
-1,013
-9% -$148K 0.67% 35
2025
Q4 		$1.3M Sell
10,813
-242
-2% -$28.1K 0.47% 36
2025
Q3 		$1.25M Buy
11,055
+671
+6% +$74.6K 0.47% 35
2025
Q2 		$1.12M Sell
10,384
-839
-7% -$89.7K 0.44% 39
2025
Q1 		$1.33M Buy
11,223
+537
+5% +$59.4K 0.54% 38
2024
Q4 		$1.15M Buy
10,686
+71
+0.7% +$8.3K 0.53% 34
2024
Q3 		$1.24M Buy
10,615
+35
+0.3% +$4.04K 0.5% 37
2024
Q2 		$1.22M Buy
10,580
+51
+0.5% +$5.94K 0.55% 32
2024
Q1 		$1.22M Buy
10,529
+6,749
+179% +$706K 0.54% 29
2023
Q4 		$378K Buy
+3,780
New +$397K 0.19% 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
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

Dupree Financial Group's XOM Position: Q3 2026 in Review

Dupree Financial Group increased its ExxonMobil (XOM) stake by 4.2% in Q3 2026, buying an estimated $64K and bringing the position to 10,211 shares worth $1.66M. The position accounts for 0.6% of the portfolio, ranked #39.

Dupree Financial Group first reported a position in XOM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.66M in Q1 2026. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Dupree Financial Group held 10,211 shares of ExxonMobil worth $1.66M as of Q3 2026.
  • Dupree Financial Group bought 409 ExxonMobil shares in Q3 2026, an estimated $64K.
  • ExxonMobil made up 0.6% of Dupree Financial Group's portfolio in Q3 2026, its #39 holding.
  • Dupree Financial Group first reported a position in ExxonMobil in Q4 2023 and has held it in 12 quarters since.
  • Dupree Financial Group's ExxonMobil position peaked at $1.66M in Q1 2026.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Dupree Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.