ELCO Management’s ExxonMobil XOM Stock Holding History

ELCO 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	$278K	Buy	+1,710	New	+$267K	0.13%	133
2026 Q2	–	Sell	-1,710	Closed	-$290K	–	186
2026 Q1	$290K	Hold	1,710	–	–	0.14%	128
2025 Q4	$206K	Buy	+1,710	New	+$198K	0.13%	144
2019 Q4	–	Sell	-3,825	Closed	-$270K	–	157
2019 Q3	$270K	Sell	3,825 -60	-2%	-$4.34K	0.16%	121
2019 Q2	$298K	Buy	+3,885	New	+$301K	0.16%	125

Other funds holding XOM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

ELCO Management's XOM Position: Q3 2026 in Review

ELCO Management opened a new position in ExxonMobil (XOM) in Q3 2026: 1,710 shares worth $278K. The stake represents 0.13% of the portfolio and ranks #133 among its holdings. This is a return to the name: ELCO Management previously reported a position in XOM as recently as Q1 2026.

ELCO Management first reported a position in XOM in Q2 2019 and has held it in 5 quarters since. The position peaked at $298K in Q2 2019. 3,033 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

ELCO Management held 1,710 shares of ExxonMobil worth $278K as of Q3 2026.
ExxonMobil was a new ELCO Management position in Q3 2026.
ExxonMobil made up 0.13% of ELCO Management's portfolio in Q3 2026, its #133 holding.
ELCO Management first reported a position in ExxonMobil in Q2 2019 and has held it in 5 quarters since.
ELCO Management's ExxonMobil position peaked at $298K in Q2 2019.
3,033 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on ELCO Management's 13F filing for Q3 2026, filed 14 Oct 2026.