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Everhart Financial Group’s ExxonMobil XOM Stock Holding History

Everhart Financial Group’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 		$6.74M Buy
41,417
+1,581
+4% +$247K 0.42% 31
2026
Q2 		$5.45M Sell
39,836
-2,699
-6% -$404K 0.35% 36
2026
Q1 		$7.22M Buy
42,535
+5,600
+15% +$817K 0.61% 27
2025
Q4 		$4.44M Buy
36,935
+167
+0.5% +$19.4K 0.41% 32
2025
Q3 		$4.15M Buy
36,768
+2,825
+8% +$314K 0.42% 34
2025
Q2 		$3.66M Buy
33,943
+461
+1% +$49.3K 0.42% 33
2025
Q1 		$3.98M Buy
33,482
+2,462
+8% +$272K 0.54% 30
2024
Q4 		$3.34M Sell
31,020
-1,297
-4% -$152K 0.69% 29
2024
Q3 		$3.79M Buy
32,317
+2,864
+10% +$331K 0.84% 24
2024
Q2 		$3.39M Buy
29,453
+4,136
+16% +$482K 0.88% 24
2024
Q1 		$2.94M Buy
25,317
+4,541
+22% +$475K 0.86% 27
2023
Q4 		$2.08M Sell
20,776
-2,815
-12% -$296K 0.74% 31
2023
Q3 		$2.77M Buy
23,591
+3,960
+20% +$434K 1.18% 19
2023
Q2 		$2.11M Sell
19,631
-153
-0.8% -$16.7K 0.87% 28
2023
Q1 		$2.17M Buy
19,784
+1,284
+7% +$142K 0.97% 25
2022
Q4 		$2.04M Buy
18,500
+1,337
+8% +$143K 1.02% 23
2022
Q3 		$1.5M Buy
17,163
+1,155
+7% +$105K 0.83% 25
2022
Q2 		$1.37M Buy
16,008
+1,548
+11% +$140K 0.83% 27
2022
Q1 		$1.2M Buy
14,460
+3,182
+28% +$247K 0.69% 35
2021
Q4 		$690K Buy
11,278
+2,752
+32% +$172K 0.42% 50
2021
Q3 		$502K Sell
8,526
-1,887
-18% -$108K 0.34% 54
2021
Q2 		$656K Buy
10,413
+1,300
+14% +$77.6K 0.45% 46
2021
Q1 		$509K Sell
9,113
-1,361
-13% -$71.4K 0.45% 46
2020
Q4 		$431K Buy
+10,474
New +$393K 0.4% 47

Other funds holding XOM

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Everhart Financial Group's XOM Position: Q3 2026 in Review

Everhart Financial Group increased its ExxonMobil (XOM) stake by 4% in Q3 2026, buying an estimated $247K and bringing the position to 41,417 shares worth $6.74M. The position accounts for 0.42% of the portfolio, ranked #31.

Everhart Financial Group first reported a position in XOM in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.22M in Q1 2026. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Everhart Financial Group held 41,417 shares of ExxonMobil worth $6.74M as of Q3 2026.
  • Everhart Financial Group bought 1,581 ExxonMobil shares in Q3 2026, an estimated $247K.
  • ExxonMobil made up 0.42% of Everhart Financial Group's portfolio in Q3 2026, its #31 holding.
  • Everhart Financial Group first reported a position in ExxonMobil in Q4 2020 and has held it in 24 quarters since.
  • Everhart Financial Group's ExxonMobil position peaked at $7.22M in Q1 2026.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.