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Financial Symmetry’s ExxonMobil XOM Stock Holding History

Financial Symmetry’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 		$213K Sell
1,309
-199
-13% -$31.1K 0.07% 63
2026
Q2 		$206K Buy
1,508
+188
+14% +$28.1K 0.07% 65
2026
Q1 		$204K Buy
+1,320
New +$193K 0.07% 60

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 Symmetry's XOM Position: Q3 2026 in Review

Financial Symmetry reduced its ExxonMobil (XOM) stake by 13% in Q3 2026, selling an estimated $31.1K and leaving 1,309 shares worth $213K. The position accounts for 0.07% of the portfolio, ranked #63.

Financial Symmetry first reported a position in XOM in Q1 2026 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Financial Symmetry held 1,309 shares of ExxonMobil worth $213K as of Q3 2026.
  • Financial Symmetry sold 199 ExxonMobil shares in Q3 2026, an estimated $31.1K.
  • ExxonMobil made up 0.07% of Financial Symmetry's portfolio in Q3 2026, its #63 holding.
  • Financial Symmetry first reported a position in ExxonMobil in Q1 2026 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Financial Symmetry's 13F filing for Q3 2026, filed 6 Oct 2026.