Elevated Capital Advisors
XOM icon

Elevated Capital Advisors’s ExxonMobil XOM Stock Holding History

Elevated Capital Advisors’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 		$768K Buy
+4,717
New +$738K 0.26% 61
2026
Q2 		– Sell
-16,249
Closed -$2.76M – 868
2026
Q1 		$2.76M Sell
16,249
-3,760
-19% -$549K 0.69% 34
2025
Q4 		$2.41M Buy
20,009
+2,235
+13% +$259K 0.56% 41
2025
Q3 		$2M Buy
17,774
+1,554
+10% +$173K 0.5% 48
2025
Q2 		$1.93M Hold
16,220
– – 0.54% 45
2025
Q1 		$1.93M Sell
16,220
-419
-3% -$46.3K 0.54% 45
2024
Q4 		$1.79M Buy
16,639
+3,678
+28% +$430K 0.49% 44
2024
Q3 		$1.52M Sell
12,961
-18,835
-59% -$2.17M 0.4% 55
2024
Q2 		$3.66M Sell
31,796
-9,292
-23% -$1.08M 1.03% 22
2024
Q1 		$4.78M Buy
41,088
+1,028
+3% +$108K 1.37% 19
2023
Q4 		$4.01M Sell
40,060
-409
-1% -$43K 1.25% 19
2023
Q3 		$4.76M Sell
40,469
-1,945
-5% -$213K 1.62% 12
2023
Q2 		$4.55M Buy
42,414
+380
+0.9% +$41.5K 1.51% 14
2023
Q1 		$4.61M Sell
42,034
-258
-0.6% -$28.5K 1.65% 12
2022
Q4 		$4.66M Sell
42,292
-536
-1% -$57.4K 1.78% 11
2022
Q3 		$3.74M Buy
+42,828
New +$3.91M 1.47% 20
2022
Q1 		$3.8M Buy
+46,025
New +$3.58M 1.26% 18
2021
Q3 		$2.61M Buy
+44,410
New +$2.53M 0.9% 26
2021
Q1 		$2.21M Sell
40,017
-2,080
-5% -$109K 0.86% 33
2020
Q4 		$1.74M Sell
42,097
-1,166
-3% -$43.7K 0.75% 38
2020
Q3 		$1.6M Buy
43,263
+1,247
+3% +$51K 0.75% 39
2020
Q2 		$1.65M Buy
+42,016
New +$1.88M 0.77% 33
2019
Q4 		$1.95M Buy
+27,894
New +$1.93M 2.16% 9
2019
Q1 		$1.51M Buy
+37,393
New +$2.85M 1% 31

Other funds holding XOM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Elevated Capital Advisors's XOM Position: Q3 2026 in Review

Elevated Capital Advisors opened a new position in ExxonMobil (XOM) in Q3 2026: 4,717 shares worth $768K. The stake represents 0.26% of the portfolio and ranks #61 among its holdings. This is a return to the name: Elevated Capital Advisors previously reported a position in XOM as recently as Q1 2026.

Elevated Capital Advisors first reported a position in XOM in Q1 2019 and has held it in 24 quarters since. The position peaked at $4.78M in Q1 2024. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Elevated Capital Advisors held 4,717 shares of ExxonMobil worth $768K as of Q3 2026.
  • ExxonMobil was a new Elevated Capital Advisors position in Q3 2026.
  • ExxonMobil made up 0.26% of Elevated Capital Advisors's portfolio in Q3 2026, its #61 holding.
  • Elevated Capital Advisors first reported a position in ExxonMobil in Q1 2019 and has held it in 24 quarters since.
  • Elevated Capital Advisors's ExxonMobil position peaked at $4.78M in Q1 2024.
  • 4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.