Hegarty Advisors
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Hegarty Advisors’s ExxonMobil XOM Stock Holding History

Hegarty Advisors’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 		$215K Buy
+1,321
New +$207K 0.13% 61
2026
Q2 		– Sell
-1,325
Closed -$225K – 67
2026
Q1 		$225K Buy
+1,325
New +$193K 0.18% 56

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

Hegarty Advisors's XOM Position: Q3 2026 in Review

Hegarty Advisors opened a new position in ExxonMobil (XOM) in Q3 2026: 1,321 shares worth $215K. The stake represents 0.13% of the portfolio and ranks #61 among its holdings. This is a return to the name: Hegarty Advisors previously reported a position in XOM as recently as Q1 2026.

Hegarty Advisors first reported a position in XOM in Q1 2026 and has held it in 2 quarters since. The position peaked at $225K in Q1 2026. 3,198 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Hegarty Advisors held 1,321 shares of ExxonMobil worth $215K as of Q3 2026.
  • ExxonMobil was a new Hegarty Advisors position in Q3 2026.
  • ExxonMobil made up 0.13% of Hegarty Advisors's portfolio in Q3 2026, its #61 holding.
  • Hegarty Advisors first reported a position in ExxonMobil in Q1 2026 and has held it in 2 quarters since.
  • Hegarty Advisors's ExxonMobil position peaked at $225K in Q1 2026.
  • 3,198 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.