Ellevest Inc’s ExxonMobil XOM Stock Holding History

Ellevest Inc’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	$675K	Buy	+4,278	New	+$669K	0.08%	177
2026 Q2	–	Sell	-3,093	Closed	-$525K	–	503
2026 Q1	$525K	Buy	3,093 +52	+2%	+$7.59K	0.07%	213
2025 Q4	$366K	Buy	3,041 +445	+17%	+$51.6K	0.05%	287
2025 Q3	$293K	Buy	+2,596	New	+$289K	0.04%	339
2020 Q3	–	Sell	-102	Closed	-$5K	–	1348
2020 Q2	$5K	Buy	+102	New	+$4.58K	﹤0.01%	762
2020 Q1	–	Sell	-962	Closed	-$67K	–	1325
2019 Q4	$67K	Hold	962	–	–	0.02%	141
2019 Q3	$68K	Sell	962 -107	-10%	-$7.74K	0.02%	106
2019 Q2	$82K	Buy	1,069 +1,026	+2,386%	+$79.4K	0.03%	85
2019 Q1	$3K	Buy	43 +33	+330%	+$2.52K	﹤0.01%	274
2018 Q4	$1K	Buy	+10	New	+$785	﹤0.01%	498

Other funds holding XOM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 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

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

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

Ellevest Inc's XOM Position: Q3 2026 in Review

Ellevest Inc opened a new position in ExxonMobil (XOM) in Q3 2026: 4,278 shares worth $675K. The stake represents 0.08% of the portfolio and ranks #177 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in XOM as recently as Q1 2026.

Ellevest Inc first reported a position in XOM in Q4 2018 and has held it in 10 quarters since. 3,607 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Ellevest Inc held 4,278 shares of ExxonMobil worth $675K as of Q3 2026.
ExxonMobil was a new Ellevest Inc position in Q3 2026.
ExxonMobil made up 0.08% of Ellevest Inc's portfolio in Q3 2026, its #177 holding.
Ellevest Inc first reported a position in ExxonMobil in Q4 2018 and has held it in 10 quarters since.
3,607 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.