Enzi Wealth
XOM icon

Enzi Wealth’s ExxonMobil XOM Stock Holding History

Enzi Wealth’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 		$17.3M Buy
99,413
+25,933
+35% +$4.05M 5.19% 7
2026
Q2 		$10.7M Sell
73,480
-62,572
-46% -$9.36M 3.38% 9
2026
Q1 		$23.1M Sell
136,052
-727
-0.5% -$106K 8.01% 4
2025
Q4 		$17.8M Sell
136,779
-969
-0.7% -$112K 6.28% 4
2025
Q3 		$15.2M Sell
137,748
-139
-0.1% -$15.5K 5.36% 5
2025
Q2 		$15.9M Buy
137,887
+60
+0% +$6.41K 5.83% 5
2025
Q1 		$15M Sell
137,827
-198
-0.1% -$21.9K 6.06% 5
2024
Q4 		$15.1M Sell
138,025
-957
-0.7% -$112K 5.76% 5
2024
Q3 		$17.2M Sell
138,982
-3,584
-3% -$414K 6.74% 5
2024
Q2 		$16.2M Buy
142,566
+115
+0.1% +$13.4K 7.12% 5
2024
Q1 		$17M Sell
142,451
-9
-0% -$942 8% 4
2023
Q4 		$14.4M Hold
142,460
– – 6.94% 5
2023
Q3 		$15.7M Sell
142,460
-26
-0% -$2.85K 8.3% 3
2023
Q2 		$14.9M Sell
142,486
-544
-0.4% -$59.4K 7.58% 5
2023
Q1 		$16.4M Sell
143,030
-628
-0.4% -$69.5K 8.42% 4
2022
Q4 		$16.3M Sell
143,658
-7,464
-5% -$800K 7.81% 4
2022
Q3 		$17.2M Buy
+151,122
New +$13.8M 8.44% 3

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Enzi Wealth's XOM Position: Q3 2026 in Review

Enzi Wealth increased its ExxonMobil (XOM) stake by 35% in Q3 2026, buying an estimated $4.05M and bringing the position to 99,413 shares worth $17.3M. The position accounts for 5.19% of the portfolio, ranked #7.

Enzi Wealth first reported a position in XOM in Q3 2022 and has held it in 17 quarters since. The position peaked at $23.1M in Q1 2026. 1,753 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Enzi Wealth held 99,413 shares of ExxonMobil worth $17.3M as of Q3 2026.
  • Enzi Wealth bought 25,933 ExxonMobil shares in Q3 2026, an estimated $4.05M.
  • ExxonMobil made up 5.19% of Enzi Wealth's portfolio in Q3 2026, its #7 holding.
  • Enzi Wealth first reported a position in ExxonMobil in Q3 2022 and has held it in 17 quarters since.
  • Enzi Wealth's ExxonMobil position peaked at $23.1M in Q1 2026.
  • 1,753 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.