Heffernan Advisory’s ExxonMobil XOM Stock Holding History

Heffernan Advisory’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	$214K	Buy	+1,312	New	+$205K	0.14%	55

Other funds holding XOM

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Heffernan Advisory's XOM Position: Q3 2026 in Review

Heffernan Advisory opened a new position in ExxonMobil (XOM) in Q3 2026: 1,312 shares worth $214K. The stake represents 0.14% of the portfolio and ranks #55 among its holdings.

2,828 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Heffernan Advisory held 1,312 shares of ExxonMobil worth $214K as of Q3 2026.
ExxonMobil was a new Heffernan Advisory position in Q3 2026.
ExxonMobil made up 0.14% of Heffernan Advisory's portfolio in Q3 2026, its #55 holding.
2,828 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Heffernan Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.