FEG
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Financial Enhancement Group’s ExxonMobil XOM Stock Holding History

Financial Enhancement 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 		$321K Buy
1,956
+11
+0.6% +$1.72K 0.04% 119
2026
Q2 		$266K Buy
1,945
+48
+3% +$7.18K 0.03% 128
2026
Q1 		$278K Sell
1,897
-13,124
-87% -$1.92M 0.03% 132
2025
Q4 		$2.01M Buy
15,021
+13,241
+744% +$1.54M 0.26% 73
2025
Q3 		$203K Buy
+1,780
New +$198K 0.03% 131
2024
Q4 		– Sell
-3,624
Closed -$372K – 153
2024
Q3 		$372K Buy
+3,624
New +$418K 0.07% 106
2023
Q4 		– Sell
-3,549
Closed -$390K – 132
2023
Q3 		$390K Hold
3,549
– – 0.08% 105
2023
Q2 		$374K Sell
3,549
-75
-2% -$8.18K 0.07% 109
2023
Q1 		$372K Hold
3,624
– – 0.07% 106
2022
Q4 		$413K Buy
3,624
+75
+2% +$8.04K 0.08% 104
2022
Q3 		$310K Buy
3,549
+2,271
+178% +$207K 0.07% 91
2022
Q2 		$109K Hold
1,278
– – 0.02% 116
2022
Q1 		$106K Hold
1,278
– – 0.02% 122
2021
Q4 		$78K Hold
1,278
– – 0.01% 128
2021
Q3 		$75K Hold
1,278
– – 0.01% 124
2021
Q2 		$81K Hold
1,278
– – 0.02% 112
2021
Q1 		$71K Sell
1,278
-144
-10% -$7.55K 0.01% 115
2020
Q4 		$59K Buy
1,422
+97
+7% +$3.64K 0.01% 130
2020
Q3 		$45K Hold
1,325
– – 0.01% 126
2020
Q2 		$59K Sell
1,325
-325
-20% -$14.6K 0.01% 122
2020
Q1 		$63K Hold
1,650
– – 0.02% 122
2019
Q4 		$115K Sell
1,650
-10
-0.6% -$692 0.03% 98
2019
Q3 		$117K Sell
1,660
-500
-23% -$36.2K 0.03% 92
2019
Q2 		$166K Hold
2,160
– – 0.05% 92
2019
Q1 		$175K Sell
2,160
-74
-3% -$5.64K 0.05% 91
2018
Q4 		$190K Hold
2,234
– – 0.06% 89
2018
Q3 		$190K Hold
2,234
– – 0.06% 89
2018
Q2 		$185K Sell
2,234
-276
-11% -$22K 0.06% 85
2018
Q1 		$187K Buy
+2,510
New +$201K 0.07% 83
2017
Q1 		– Sell
-2,299
Closed -$208K – 70
2016
Q4 		$208K Hold
2,299
– – 0.11% 59
2016
Q3 		$201K Hold
2,299
– – 0.11% 55
2016
Q2 		$216K Buy
+2,299
New +$203K 0.13% 42

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

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

Financial Enhancement Group increased its ExxonMobil (XOM) stake by 0.57% in Q3 2026, buying an estimated $1.72K and bringing the position to 1,956 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #119.

Financial Enhancement Group first reported a position in XOM in Q2 2016 and has held it in 32 quarters since. The position peaked at $2.01M in Q4 2025. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Financial Enhancement Group held 1,956 shares of ExxonMobil worth $321K as of Q3 2026.
  • Financial Enhancement Group bought 11 ExxonMobil shares in Q3 2026, an estimated $1.72K.
  • ExxonMobil made up 0.04% of Financial Enhancement Group's portfolio in Q3 2026, its #119 holding.
  • Financial Enhancement Group first reported a position in ExxonMobil in Q2 2016 and has held it in 32 quarters since.
  • Financial Enhancement Group's ExxonMobil position peaked at $2.01M in Q4 2025.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

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