FORM Wealth Advisors’s ExxonMobil XOM Stock Holding History

FORM Wealth Advisors’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	$1.12M	Sell	6,877 -182	-3%	-$28.5K	0.12%	24
2026 Q2	$965K	Sell	7,059 -411	-6%	-$61.5K	0.11%	24
2026 Q1	$1.27M	Buy	7,470 +2	+0%	+$292	0.15%	25
2025 Q4	$899K	Buy	+7,468	New	+$866K	0.11%	28
2025 Q2	$833K	Buy	7,724 +18	+0.2%	+$1.92K	0.1%	29
2025 Q1	$916K	Buy	+7,706	New	+$852K	0.12%	26

Other funds holding XOM

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

FORM Wealth Advisors's XOM Position: Q3 2026 in Review

FORM Wealth Advisors reduced its ExxonMobil (XOM) stake by 2.6% in Q3 2026, selling an estimated $28.5K and leaving 6,877 shares worth $1.12M. The position accounts for 0.12% of the portfolio, ranked #24.

FORM Wealth Advisors first reported a position in XOM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.27M in Q1 2026. 1,522 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

FORM Wealth Advisors held 6,877 shares of ExxonMobil worth $1.12M as of Q3 2026.
FORM Wealth Advisors sold 182 ExxonMobil shares in Q3 2026, an estimated $28.5K.
ExxonMobil made up 0.12% of FORM Wealth Advisors's portfolio in Q3 2026, its #24 holding.
FORM Wealth Advisors first reported a position in ExxonMobil in Q1 2025 and has held it in 6 quarters since.
FORM Wealth Advisors's ExxonMobil position peaked at $1.27M in Q1 2026.
1,522 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.