Foguth Wealth Management
XOM icon

Foguth Wealth Management’s ExxonMobil XOM Stock Holding History

Foguth 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 		$540K Buy
3,020
+720
+31% +$113K 0.05% 129
2026
Q2 		$341K Buy
2,300
+115
+5% +$17.2K 0.04% 157
2026
Q1 		$317K Buy
2,185
+87
+4% +$12.7K 0.04% 153
2025
Q4 		$257K Buy
+2,098
New +$243K 0.04% 145
2025
Q2 		– Sell
-2,043
Closed -$243K – 168
2025
Q1 		$243K Sell
2,043
-76
-4% -$8.4K 0.06% 128
2024
Q4 		$230K Buy
2,119
+287
+16% +$33.6K 0.06% 137
2024
Q3 		$224K Sell
1,832
-465
-20% -$53.7K 0.08% 122
2024
Q2 		$264K Buy
2,297
+439
+24% +$51.1K 0.12% 111
2024
Q1 		$216K Buy
+1,858
New +$194K 0.12% 119

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Foguth Wealth Management increased its ExxonMobil (XOM) stake by 31% in Q3 2026, buying an estimated $113K and bringing the position to 3,020 shares worth $540K. The position accounts for 0.05% of the portfolio, ranked #129.

Foguth Wealth Management first reported a position in XOM in Q1 2024 and has held it in 9 quarters since. 2,410 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Foguth Wealth Management held 3,020 shares of ExxonMobil worth $540K as of Q3 2026.
  • Foguth Wealth Management bought 720 ExxonMobil shares in Q3 2026, an estimated $113K.
  • ExxonMobil made up 0.05% of Foguth Wealth Management's portfolio in Q3 2026, its #129 holding.
  • Foguth Wealth Management first reported a position in ExxonMobil in Q1 2024 and has held it in 9 quarters since.
  • 2,410 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.