Herold Advisors
XOM icon

Herold Advisors’s ExxonMobil XOM Stock Holding History

Herold 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 		$10.7M Buy
65,857
+426
+0.7% +$66.6K 2.09% 7
2026
Q2 		$8.95M Buy
65,431
+101
+0.2% +$15.1K 1.77% 10
2026
Q1 		$11.1M Sell
65,330
-257
-0.4% -$37.5K 2.43% 4
2025
Q4 		$7.89M Buy
65,587
+736
+1% +$85.4K 1.76% 11
2025
Q3 		$7.31M Sell
64,851
-3,712
-5% -$413K 1.69% 11
2025
Q2 		$7.39M Buy
68,563
+3,608
+6% +$386K 1.55% 9
2025
Q1 		$7.73M Buy
64,955
+2,751
+4% +$304K 1.7% 8
2024
Q4 		$6.69M Buy
62,204
+22,628
+57% +$2.65M 1.46% 13
2024
Q3 		$4.64M Buy
39,576
+994
+3% +$115K 1.01% 20
2024
Q2 		$4.44M Buy
38,582
+1,713
+5% +$200K 1.03% 21
2024
Q1 		$4.29M Buy
36,869
+1,757
+5% +$184K 1.04% 18
2023
Q4 		$3.51M Buy
35,112
+1,260
+4% +$132K 0.97% 24
2023
Q3 		$3.98M Buy
33,852
+160
+0.5% +$17.6K 1.21% 16
2023
Q2 		$3.61M Buy
33,692
+519
+2% +$56.6K 1.11% 19
2023
Q1 		$3.64M Buy
33,173
+6
+0% +$664 1.26% 17
2022
Q4 		$3.66M Buy
33,167
+128
+0.4% +$13.7K 1.55% 12
2022
Q3 		$2.88M Sell
33,039
-187
-0.6% -$17.1K 1.39% 13
2022
Q2 		$2.84M Sell
33,226
-1,138
-3% -$103K 1.27% 14
2022
Q1 		$2.84M Buy
34,364
+1,546
+5% +$120K 1.01% 19
2021
Q4 		$2.01M Buy
32,818
+2,465
+8% +$154K 0.78% 40
2021
Q3 		$1.78M Buy
+30,353
New +$1.73M 0.69% 38

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Doliver Advisors
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Herold Advisors's XOM Position: Q3 2026 in Review

Herold Advisors increased its ExxonMobil (XOM) stake by 0.65% in Q3 2026, buying an estimated $66.6K and bringing the position to 65,857 shares worth $10.7M. The position accounts for 2.09% of the portfolio, ranked #7.

Herold Advisors first reported a position in XOM in Q3 2021 and has held it in 21 quarters since. The position peaked at $11.1M in Q1 2026. 1,453 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Herold Advisors held 65,857 shares of ExxonMobil worth $10.7M as of Q3 2026.
  • Herold Advisors bought 426 ExxonMobil shares in Q3 2026, an estimated $66.6K.
  • ExxonMobil made up 2.09% of Herold Advisors's portfolio in Q3 2026, its #7 holding.
  • Herold Advisors first reported a position in ExxonMobil in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's ExxonMobil position peaked at $11.1M in Q1 2026.
  • 1,453 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.