Eclectic Associates
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Eclectic Associates’s ExxonMobil XOM Stock Holding History

Eclectic Associates’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 		$3.22M Buy
19,794
+2,766
+16% +$432K 0.36% 46
2026
Q2 		$2.33M Sell
17,028
-93
-0.5% -$13.9K 0.27% 55
2026
Q1 		$2.9M Sell
17,121
-234
-1% -$34.1K 0.39% 46
2025
Q4 		$2.09M Buy
17,355
+4,239
+32% +$492K 0.33% 52
2025
Q3 		$1.48M Sell
13,116
-714
-5% -$79.4K 0.27% 58
2025
Q2 		$1.49M Buy
13,830
+83
+0.6% +$8.87K 0.32% 56
2025
Q1 		$1.63M Buy
13,747
+162
+1% +$17.9K 0.44% 51
2024
Q4 		$1.46M Buy
13,585
+215
+2% +$25.2K 0.43% 52
2024
Q3 		$1.57M Buy
13,370
+147
+1% +$17K 0.62% 30
2024
Q2 		$1.52M Buy
13,223
+149
+1% +$17.4K 0.68% 29
2024
Q1 		$1.52M Sell
13,074
-301
-2% -$31.5K 0.69% 28
2023
Q4 		$1.34M Sell
13,375
-472
-3% -$49.6K 0.64% 33
2023
Q3 		$1.63M Buy
13,847
+102
+0.7% +$11.2K 0.83% 23
2023
Q2 		$1.47M Sell
13,745
-581
-4% -$63.4K 0.72% 28
2023
Q1 		$1.57M Sell
14,326
-966
-6% -$107K 0.81% 27
2022
Q4 		$1.69M Sell
15,292
-322
-2% -$34.5K 0.82% 30
2022
Q3 		$1.36M Sell
15,614
-250
-2% -$22.8K 0.89% 24
2022
Q2 		$1.36M Sell
15,864
-1,383
-8% -$125K 0.91% 25
2022
Q1 		$1.42M Buy
17,247
+2,987
+21% +$232K 0.91% 26
2021
Q4 		$873K Buy
14,260
+868
+6% +$54.2K 0.56% 37
2021
Q3 		$788K Buy
13,392
+694
+5% +$39.6K 0.57% 35
2021
Q2 		$801K Buy
12,698
+711
+6% +$42.4K 0.6% 33
2021
Q1 		$669K Buy
11,987
+1,720
+17% +$90.2K 0.55% 36
2020
Q4 		$423K Buy
+10,267
New +$385K 0.4% 42

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Eclectic Associates's XOM Position: Q3 2026 in Review

Eclectic Associates increased its ExxonMobil (XOM) stake by 16% in Q3 2026, buying an estimated $432K and bringing the position to 19,794 shares worth $3.22M. The position accounts for 0.36% of the portfolio, ranked #46.

Eclectic Associates first reported a position in XOM in Q4 2020 and has held it in 24 quarters since. 983 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Eclectic Associates held 19,794 shares of ExxonMobil worth $3.22M as of Q3 2026.
  • Eclectic Associates bought 2,766 ExxonMobil shares in Q3 2026, an estimated $432K.
  • ExxonMobil made up 0.36% of Eclectic Associates's portfolio in Q3 2026, its #46 holding.
  • Eclectic Associates first reported a position in ExxonMobil in Q4 2020 and has held it in 24 quarters since.
  • 983 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.