Great Waters Wealth Management’s ExxonMobil XOM Stock Holding History

Great Waters 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	$243K	Sell	1,492 -12	-0.8%	-$1.88K	0.02%	113
2026 Q2	$206K	Buy	1,504 +43	+3%	+$6.44K	0.02%	121
2026 Q1	$248K	Buy	+1,461	New	+$213K	0.03%	105
2025 Q1	–	Sell	-4,168	Closed	-$448K	–	116
2024 Q4	$448K	Sell	4,168 -262	-6%	-$30.6K	0.06%	66
2024 Q3	$519K	Buy	4,430 +106	+2%	+$12.2K	0.07%	60
2024 Q2	$498K	Buy	4,324 +2,566	+146%	+$299K	0.08%	60
2024 Q1	$204K	Buy	+1,758	New	+$184K	0.03%	94

Other funds holding XOM

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

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Great Waters Wealth Management's XOM Position: Q3 2026 in Review

Great Waters Wealth Management reduced its ExxonMobil (XOM) stake by 0.8% in Q3 2026, selling an estimated $1.88K and leaving 1,492 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #113.

Great Waters Wealth Management first reported a position in XOM in Q1 2024 and has held it in 7 quarters since. The position peaked at $519K in Q3 2024. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Great Waters Wealth Management held 1,492 shares of ExxonMobil worth $243K as of Q3 2026.
Great Waters Wealth Management sold 12 ExxonMobil shares in Q3 2026, an estimated $1.88K.
ExxonMobil made up 0.02% of Great Waters Wealth Management's portfolio in Q3 2026, its #113 holding.
Great Waters Wealth Management first reported a position in ExxonMobil in Q1 2024 and has held it in 7 quarters since.
Great Waters Wealth Management's ExxonMobil position peaked at $519K in Q3 2024.
235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.