Helen Stephens Group
XOM icon

Helen Stephens Group’s ExxonMobil XOM Stock Holding History

Helen Stephens 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 		$5.77M Sell
35,461
-3,979
-10% -$622K 0.92% 22
2026
Q2 		$5.39M Buy
39,440
+2,930
+8% +$439K 0.92% 22
2026
Q1 		$6.19M Buy
36,510
+220
+0.6% +$32.1K 1.24% 20
2025
Q4 		$4.37M Sell
36,290
-9,642
-21% -$1.12M 0.92% 21
2025
Q3 		$5.18M Buy
45,932
+197
+0.4% +$21.9K 1.15% 18
2025
Q2 		$4.93M Buy
45,735
+3,983
+10% +$426K 1.22% 18
2025
Q1 		$4.97M Buy
41,752
+115
+0.3% +$12.7K 1.41% 16
2024
Q4 		$4.48M Buy
41,637
+2,825
+7% +$330K 1.33% 17
2024
Q3 		$4.55M Sell
38,812
-443
-1% -$51.2K 1.38% 17
2024
Q2 		$4.52M Buy
39,255
+149
+0.4% +$17.4K 1.56% 17
2024
Q1 		$4.55M Buy
39,106
+2,291
+6% +$240K 1.76% 16
2023
Q4 		$3.68M Buy
36,815
+495
+1% +$52K 1.65% 16
2023
Q3 		$4.27M Sell
36,320
-1,441
-4% -$158K 2.21% 13
2023
Q2 		$4.05M Buy
37,761
+23
+0.1% +$2.51K 2.05% 14
2023
Q1 		$4.14M Buy
37,738
+4,307
+13% +$476K 2.15% 13
2022
Q4 		$3.69M Buy
33,431
+18
+0.1% +$1.93K 2.2% 13
2022
Q3 		$2.92M Buy
33,413
+21
+0.1% +$1.92K 2.04% 17
2022
Q2 		$2.86M Buy
33,392
+20
+0.1% +$1.8K 2.03% 14
2022
Q1 		$2.76M Sell
33,372
-134
-0.4% -$10.4K 1.9% 13
2021
Q4 		$2.05M Buy
+33,506
New +$2.09M 1.64% 13

Other funds holding XOM

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Helen Stephens Group's XOM Position: Q3 2026 in Review

Helen Stephens Group reduced its ExxonMobil (XOM) stake by 10% in Q3 2026, selling an estimated $622K and leaving 35,461 shares worth $5.77M. The position accounts for 0.92% of the portfolio, ranked #22.

Helen Stephens Group first reported a position in XOM in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.19M in Q1 2026. 2,678 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Helen Stephens Group held 35,461 shares of ExxonMobil worth $5.77M as of Q3 2026.
  • Helen Stephens Group sold 3,979 ExxonMobil shares in Q3 2026, an estimated $622K.
  • ExxonMobil made up 0.92% of Helen Stephens Group's portfolio in Q3 2026, its #22 holding.
  • Helen Stephens Group first reported a position in ExxonMobil in Q4 2021 and has held it in 20 quarters since.
  • Helen Stephens Group's ExxonMobil position peaked at $6.19M in Q1 2026.
  • 2,678 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.