Gen-Wealth Partners’s ExxonMobil XOM Stock Holding History

Gen-Wealth Partners’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	$580K	Sell	3,561 -780	-18%	-$122K	0.16%	110
2026 Q2	$593K	Sell	4,341 -173	-4%	-$25.9K	0.17%	120
2026 Q1	$766K	Sell	4,514 -545	-11%	-$79.5K	0.24%	86
2025 Q4	$609K	Sell	5,059 -1,534	-23%	-$178K	0.2%	101
2025 Q3	$743K	Sell	6,593 -485	-7%	-$53.9K	0.25%	100
2025 Q2	$763K	Sell	7,078 -840	-11%	-$89.8K	0.29%	92
2025 Q1	$942K	Sell	7,918 -212	-3%	-$23.4K	0.39%	65
2024 Q4	$875K	Buy	8,130 +68	+0.8%	+$7.95K	0.38%	58
2024 Q3	$941K	Buy	8,062 +94	+1%	+$10.9K	0.41%	55
2024 Q2	$917K	Buy	7,968 +220	+3%	+$25.6K	0.44%	52
2024 Q1	$901K	Buy	+7,748	New	+$811K	0.45%	50

Other funds holding XOM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Gen-Wealth Partners's XOM Position: Q3 2026 in Review

Gen-Wealth Partners reduced its ExxonMobil (XOM) stake by 18% in Q3 2026, selling an estimated $122K and leaving 3,561 shares worth $580K. The position accounts for 0.16% of the portfolio, ranked #110.

Gen-Wealth Partners first reported a position in XOM in Q1 2024 and has held it in 11 quarters since. The position peaked at $942K in Q1 2025. 3,079 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Gen-Wealth Partners held 3,561 shares of ExxonMobil worth $580K as of Q3 2026.
Gen-Wealth Partners sold 780 ExxonMobil shares in Q3 2026, an estimated $122K.
ExxonMobil made up 0.16% of Gen-Wealth Partners's portfolio in Q3 2026, its #110 holding.
Gen-Wealth Partners first reported a position in ExxonMobil in Q1 2024 and has held it in 11 quarters since.
Gen-Wealth Partners's ExxonMobil position peaked at $942K in Q1 2025.
3,079 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.