GenWealth Group
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GenWealth Group’s ExxonMobil XOM Stock Holding History

GenWealth Group’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 		$492K Sell
3,020
-115
-4% -$18K 0.08% 56
2026
Q2 		$429K Sell
3,135
-13
-0.4% -$1.95K 0.07% 62
2026
Q1 		$534K Buy
3,148
+403
+15% +$58.8K 0.09% 50
2025
Q4 		$332K Sell
2,745
-1,020
-27% -$118K 0.06% 66
2025
Q3 		$424K Sell
3,765
-78
-2% -$8.67K 0.08% 53
2025
Q2 		$414K Buy
3,843
+708
+23% +$75.7K 0.08% 51
2025
Q1 		$373K Buy
3,135
+5
+0.2% +$553 0.08% 55
2024
Q4 		$337K Buy
3,130
+1,290
+70% +$151K 0.08% 53
2024
Q3 		$216K Sell
1,840
-325
-15% -$37.5K 0.05% 65
2024
Q2 		$249K Sell
2,165
-15
-0.7% -$1.75K 0.06% 57
2024
Q1 		$253K Buy
2,180
+148
+7% +$15.5K 0.06% 57
2023
Q4 		$203K Sell
2,032
-713
-26% -$74.9K 0.06% 68
2023
Q3 		$323K Sell
2,745
-456
-14% -$50K 0.1% 56
2023
Q2 		$343K Buy
3,201
+8
+0.3% +$873 0.1% 56
2023
Q1 		$350K Buy
3,193
+8
+0.3% +$885 0.11% 55
2022
Q4 		$351K Buy
3,185
+8
+0.3% +$857 0.11% 57
2022
Q3 		$277K Buy
3,177
+491
+18% +$44.8K 0.09% 48
2022
Q2 		$230K Buy
2,686
+9
+0.3% +$812 0.07% 50
2022
Q1 		$221K Buy
+2,677
New +$208K 0.06% 66
2020
Q3 		– Sell
-5,476
Closed -$239K – 71
2020
Q2 		$239K Buy
+5,476
New +$246K 0.09% 65
2018
Q4 		– Sell
-2,435
Closed -$210K – 67
2018
Q3 		$210K Buy
+2,435
New +$199K 0.1% 61
2018
Q1 		– Sell
-2,431
Closed -$214K – 63
2017
Q4 		$214K Sell
2,431
-168
-6% -$13.9K 0.11% 58
2017
Q3 		$213K Hold
2,599
– – 0.13% 53
2017
Q2 		$209K Buy
+2,599
New +$213K 0.14% 51

Other funds holding XOM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

GenWealth Group's XOM Position: Q3 2026 in Review

GenWealth Group reduced its ExxonMobil (XOM) stake by 3.7% in Q3 2026, selling an estimated $18K and leaving 3,020 shares worth $492K. The position accounts for 0.08% of the portfolio, ranked #56.

GenWealth Group first reported a position in XOM in Q2 2017 and has held it in 24 quarters since. The position peaked at $534K in Q1 2026. 3,198 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • GenWealth Group held 3,020 shares of ExxonMobil worth $492K as of Q3 2026.
  • GenWealth Group sold 115 ExxonMobil shares in Q3 2026, an estimated $18K.
  • ExxonMobil made up 0.08% of GenWealth Group's portfolio in Q3 2026, its #56 holding.
  • GenWealth Group first reported a position in ExxonMobil in Q2 2017 and has held it in 24 quarters since.
  • GenWealth Group's ExxonMobil position peaked at $534K in Q1 2026.
  • 3,198 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on GenWealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.