Finer Wealth Management
XOM icon

Finer Wealth Management’s ExxonMobil XOM Stock Holding History

Finer Wealth Management’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 		$4.1M Sell
25,216
-166
-0.7% -$26K 1.62% 16
2026
Q2 		$3.47M Buy
25,382
+7
+0% +$1.05K 1.55% 15
2026
Q1 		$4.31M Sell
25,375
-33
-0.1% -$4.82K 2.16% 13
2025
Q4 		$3.06M Buy
25,408
+278
+1% +$32.2K 1.48% 20
2025
Q3 		$2.83M Sell
25,130
-325
-1% -$36.1K 1.41% 23
2025
Q2 		$2.74M Sell
25,455
-202
-0.8% -$21.6K 1.47% 21
2025
Q1 		$3.05M Buy
25,657
+845
+3% +$93.4K 1.83% 16
2024
Q4 		$2.67M Sell
24,812
-423
-2% -$49.5K 1.53% 16
2024
Q3 		$2.96M Sell
25,235
-834
-3% -$96.3K 1.83% 15
2024
Q2 		$3M Sell
26,069
-495
-2% -$57.7K 1.94% 14
2024
Q1 		$3.09M Sell
26,564
-154
-0.6% -$16.1K 2.03% 14
2023
Q4 		$2.67M Sell
26,718
-817
-3% -$85.9K 1.99% 14
2023
Q3 		$3.24M Sell
27,535
-1,258
-4% -$138K 2.59% 10
2023
Q2 		$3.09M Buy
28,793
+476
+2% +$51.9K 2.41% 11
2023
Q1 		$3.11M Buy
28,317
+1,240
+5% +$137K 2.63% 10
2022
Q4 		$2.99M Buy
27,077
+539
+2% +$57.8K 2.79% 9
2022
Q3 		$2.32M Sell
26,538
-613
-2% -$56K 2.28% 13
2022
Q2 		$2.32M Buy
27,151
+4,468
+20% +$403K 2.12% 14
2022
Q1 		$1.87M Buy
22,683
+3,205
+16% +$249K 1.53% 25
2021
Q4 		$1.19M Buy
+19,478
New +$1.22M 0.99% 33

Other funds holding XOM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Finer Wealth Management's XOM Position: Q3 2026 in Review

Finer Wealth Management reduced its ExxonMobil (XOM) stake by 0.65% in Q3 2026, selling an estimated $26K and leaving 25,216 shares worth $4.1M. The position accounts for 1.62% of the portfolio, ranked #16.

Finer Wealth Management first reported a position in XOM in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.31M in Q1 2026. 2,881 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Finer Wealth Management held 25,216 shares of ExxonMobil worth $4.1M as of Q3 2026.
  • Finer Wealth Management sold 166 ExxonMobil shares in Q3 2026, an estimated $26K.
  • ExxonMobil made up 1.62% of Finer Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Finer Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 20 quarters since.
  • Finer Wealth Management's ExxonMobil position peaked at $4.31M in Q1 2026.
  • 2,881 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.