Ergawealth Advisors’s ExxonMobil XOM Stock Holding History

Ergawealth 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	$276K	Sell	1,696 -94	-5%	-$14.7K	0.11%	41
2026 Q2	$245K	Buy	1,790 +68	+4%	+$10.2K	0.1%	50
2026 Q1	$292K	Sell	1,722 -680	-28%	-$99.2K	0.13%	45
2025 Q4	$289K	Buy	2,402 +18	+0.8%	+$2.09K	0.13%	42
2025 Q3	$269K	Sell	2,384 -216	-8%	-$24K	0.13%	46
2025 Q2	$280K	Buy	2,600 +75	+3%	+$8.02K	0.13%	55
2025 Q1	$300K	Sell	2,525 -27	-1%	-$2.99K	0.15%	51
2024 Q4	$274K	Buy	2,552 +18	+0.7%	+$2.11K	0.14%	56
2024 Q3	$297K	Sell	2,534 -33	-1%	-$3.81K	0.15%	51
2024 Q2	$296K	Buy	2,567 +419	+20%	+$48.8K	0.16%	50
2024 Q1	$250K	Buy	+2,148	New	+$225K	0.14%	52

Other funds holding XOM

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ergawealth Advisors's XOM Position: Q3 2026 in Review

Ergawealth Advisors reduced its ExxonMobil (XOM) stake by 5.3% in Q3 2026, selling an estimated $14.7K and leaving 1,696 shares worth $276K. The position accounts for 0.11% of the portfolio, ranked #41.

Ergawealth Advisors first reported a position in XOM in Q1 2024 and has held it in 11 quarters since. The position peaked at $300K in Q1 2025. 2,949 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Ergawealth Advisors held 1,696 shares of ExxonMobil worth $276K as of Q3 2026.
Ergawealth Advisors sold 94 ExxonMobil shares in Q3 2026, an estimated $14.7K.
ExxonMobil made up 0.11% of Ergawealth Advisors's portfolio in Q3 2026, its #41 holding.
Ergawealth Advisors first reported a position in ExxonMobil in Q1 2024 and has held it in 11 quarters since.
Ergawealth Advisors's ExxonMobil position peaked at $300K in Q1 2025.
2,949 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Ergawealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.