Forza Wealth Management
XOM icon

Forza Wealth Management’s ExxonMobil XOM Stock Holding History

Forza 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 		$4.63M Buy
28,421
+1,223
+4% +$191K 1.34% 19
2026
Q2 		$3.72M Sell
27,198
-15
-0.1% -$2.24K 1.14% 25
2026
Q1 		$4.62M Sell
27,213
-941
-3% -$137K 1.61% 14
2025
Q4 		$3.39M Buy
28,154
+596
+2% +$69.1K 1.23% 23
2025
Q3 		$3.11M Buy
27,558
+601
+2% +$66.8K 1.19% 26
2025
Q2 		$2.91M Sell
26,957
-180
-0.7% -$19.2K 1.19% 24
2025
Q1 		$3.23M Buy
27,137
+76
+0.3% +$8.4K 1.45% 20
2024
Q4 		$2.91M Buy
27,061
+233
+0.9% +$27.3K 1.33% 22
2024
Q3 		$3.14M Buy
26,828
+633
+2% +$73.1K 1.44% 19
2024
Q2 		$3.02M Buy
26,195
+1,392
+6% +$162K 1.56% 14
2024
Q1 		$2.88M Sell
24,803
-692
-3% -$72.4K 1.5% 17
2023
Q4 		$2.55M Sell
25,495
-1,580
-6% -$166K 1.41% 19
2023
Q3 		$3.18M Buy
27,075
+500
+2% +$54.8K 1.64% 12
2023
Q2 		$2.85M Buy
26,575
+1,136
+4% +$124K 1.44% 18
2023
Q1 		$2.79M Buy
25,439
+300
+1% +$33.2K 1.44% 16
2022
Q4 		$2.77M Buy
+25,139
New +$2.69M 1.84% 12

Other funds holding XOM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Forza Wealth Management increased its ExxonMobil (XOM) stake by 4.5% in Q3 2026, buying an estimated $191K and bringing the position to 28,421 shares worth $4.63M. The position accounts for 1.34% of the portfolio, ranked #19.

Forza Wealth Management first reported a position in XOM in Q4 2022 and has held it in 16 quarters since. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Forza Wealth Management held 28,421 shares of ExxonMobil worth $4.63M as of Q3 2026.
  • Forza Wealth Management bought 1,223 ExxonMobil shares in Q3 2026, an estimated $191K.
  • ExxonMobil made up 1.34% of Forza Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Forza Wealth Management first reported a position in ExxonMobil in Q4 2022 and has held it in 16 quarters since.
  • 4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.