Fiduciary Alliance
XOM icon

Fiduciary Alliance’s ExxonMobil XOM Stock Holding History

Fiduciary Alliance’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 		$12.2M Buy
75,088
+28,070
+60% +$4.39M 0.92% 21
2026
Q2 		$6.43M Sell
47,018
-930
-2% -$139K 0.43% 61
2026
Q1 		$7.14M Buy
47,948
+1,592
+3% +$232K 0.43% 61
2025
Q4 		$5.58M Buy
46,356
+3,335
+8% +$387K 0.36% 69
2025
Q3 		$4.85M Sell
43,021
-1,210
-3% -$135K 0.32% 78
2025
Q2 		$4.77M Buy
44,231
+10,030
+29% +$1.07M 0.36% 70
2025
Q1 		$4.07M Sell
34,201
-11,998
-26% -$1.33M 0.4% 65
2024
Q4 		$4.97M Sell
46,199
-20,558
-31% -$2.4M 0.5% 56
2024
Q3 		$7.83M Buy
66,757
+45,734
+218% +$5.28M 1.04% 32
2024
Q2 		$2.4M Buy
21,023
+6,260
+42% +$729K 0.39% 65
2024
Q1 		$1.73M Buy
14,763
+134
+0.9% +$14K 0.3% 73
2023
Q4 		$1.46M Sell
14,629
-1,718
-11% -$181K 0.29% 68
2023
Q3 		$1.92M Buy
16,347
+12,964
+383% +$1.42M 0.44% 52
2023
Q2 		$363K Buy
3,383
+490
+17% +$53.5K 0.08% 121
2023
Q1 		$317K Buy
2,893
+34
+1% +$3.76K 0.08% 112
2022
Q4 		$315K Buy
+2,859
New +$306K 0.08% 112

Other funds holding XOM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fiduciary Alliance's XOM Position: Q3 2026 in Review

Fiduciary Alliance increased its ExxonMobil (XOM) stake by 60% in Q3 2026, buying an estimated $4.39M and bringing the position to 75,088 shares worth $12.2M. The position accounts for 0.92% of the portfolio, ranked #21.

Fiduciary Alliance first reported a position in XOM in Q4 2022 and has held it in 16 quarters since. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Fiduciary Alliance held 75,088 shares of ExxonMobil worth $12.2M as of Q3 2026.
  • Fiduciary Alliance bought 28,070 ExxonMobil shares in Q3 2026, an estimated $4.39M.
  • ExxonMobil made up 0.92% of Fiduciary Alliance's portfolio in Q3 2026, its #21 holding.
  • Fiduciary Alliance first reported a position in ExxonMobil in Q4 2022 and has held it in 16 quarters since.
  • 4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.