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Essential Partners’s ExxonMobil XOM Stock Holding History

Essential 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 		$212K Hold
1,303
– – 0.1% 225
2026
Q2 		$178K Buy
1,303
+110
+9% +$16.5K 0.08% 261
2026
Q1 		$202K Buy
1,193
+6
+0.5% +$876 0.07% 293
2025
Q4 		$143K Buy
1,187
+253
+27% +$29.3K 0.04% 374
2025
Q3 		$105K Buy
934
+559
+149% +$62.1K 0.03% 423
2025
Q2 		$40.4K Buy
+375
New +$40.1K 0.02% 521

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Essential Partners's XOM Position: Q3 2026 in Review

Essential Partners held its ExxonMobil (XOM) position steady in Q3 2026 at 1,303 shares worth $212K. The position accounts for 0.1% of the portfolio, ranked #225.

Essential Partners first reported a position in XOM in Q2 2025 and has held it in 6 quarters since. 666 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Essential Partners held 1,303 shares of ExxonMobil worth $212K as of Q3 2026.
  • Essential Partners left its ExxonMobil share count unchanged in Q3 2026.
  • ExxonMobil made up 0.1% of Essential Partners's portfolio in Q3 2026, its #225 holding.
  • Essential Partners first reported a position in ExxonMobil in Q2 2025 and has held it in 6 quarters since.
  • 666 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.