Elevation Wealth Partners’s ExxonMobil XOM Stock Holding History

Elevation Wealth Partners’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	$442K	Buy	+2,713	New	+$424K	0.12%	90
2026 Q2	–	Sell	-2,344	Closed	-$398K	–	1362
2026 Q1	$398K	Buy	2,344 +56	+2%	+$8.17K	0.14%	83
2025 Q4	$275K	Sell	2,288 -25	-1%	-$2.9K	0.1%	102
2025 Q3	$261K	Buy	2,313 +238	+11%	+$26.5K	0.09%	103
2025 Q2	$224K	Hold	2,075	–	–	0.09%	107
2025 Q1	$247K	Hold	2,075	–	–	0.11%	97
2024 Q4	$223K	Hold	2,075	–	–	0.09%	109
2024 Q3	$243K	Buy	2,075 +1	+0%	+$115	0.1%	103
2024 Q2	$239K	Hold	2,074	–	–	0.11%	98
2024 Q1	$241K	Hold	2,074	–	–	0.12%	100
2023 Q4	$244K	Buy	2,074 +970	+88%	+$102K	0.15%	88
2023 Q3	$130K	Hold	1,104	–	–	0.11%	78
2023 Q2	$118K	Hold	1,104	–	–	0.1%	85
2023 Q1	$121K	Buy	+1,104	New	+$122K	0.11%	87

Other funds holding XOM

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Elevation Wealth Partners's XOM Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in ExxonMobil (XOM) in Q3 2026: 2,713 shares worth $442K. The stake represents 0.12% of the portfolio and ranks #90 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in XOM as recently as Q1 2026.

Elevation Wealth Partners first reported a position in XOM in Q1 2023 and has held it in 14 quarters since. 1,753 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Elevation Wealth Partners held 2,713 shares of ExxonMobil worth $442K as of Q3 2026.
ExxonMobil was a new Elevation Wealth Partners position in Q3 2026.
ExxonMobil made up 0.12% of Elevation Wealth Partners's portfolio in Q3 2026, its #90 holding.
Elevation Wealth Partners first reported a position in ExxonMobil in Q1 2023 and has held it in 14 quarters since.
1,753 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.