Harold Davidson & Associates’s ExxonMobil XOM Stock Holding History

Harold Davidson & Associates’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	$1.81M	Sell	11,110 -597	-5%	-$93.3K	0.73%	26
2026 Q2	$1.6M	Sell	11,707 -983	-8%	-$147K	0.69%	28
2026 Q1	$2.15M	Sell	12,690 -358	-3%	-$52.2K	1.05%	23
2025 Q4	$1.57M	Sell	13,048 -165	-1%	-$19.1K	0.69%	29
2025 Q3	$1.49M	Buy	13,213 +4,431	+50%	+$493K	0.68%	33
2025 Q2	$947K	Sell	8,782 -4,632	-35%	-$495K	0.61%	37
2025 Q1	$1.6M	Sell	13,414 -213	-2%	-$23.6K	0.87%	29
2024 Q4	$1.47M	Buy	+13,627	New	+$1.59M	0.7%	37

Other funds holding XOM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Harold Davidson & Associates's XOM Position: Q3 2026 in Review

Harold Davidson & Associates reduced its ExxonMobil (XOM) stake by 5.1% in Q3 2026, selling an estimated $93.3K and leaving 11,110 shares worth $1.81M. The position accounts for 0.73% of the portfolio, ranked #26.

Harold Davidson & Associates first reported a position in XOM in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.15M in Q1 2026. 3,346 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Harold Davidson & Associates held 11,110 shares of ExxonMobil worth $1.81M as of Q3 2026.
Harold Davidson & Associates sold 597 ExxonMobil shares in Q3 2026, an estimated $93.3K.
ExxonMobil made up 0.73% of Harold Davidson & Associates's portfolio in Q3 2026, its #26 holding.
Harold Davidson & Associates first reported a position in ExxonMobil in Q4 2024 and has held it in 8 quarters since.
Harold Davidson & Associates's ExxonMobil position peaked at $2.15M in Q1 2026.
3,346 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Harold Davidson & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.