HF Advisory Group’s ExxonMobil XOM Stock Holding History

HF Advisory 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	$4.98M	Buy	30,569 +5,189	+20%	+$811K	1.48%	15
2026 Q2	$3.47M	Sell	25,380 -504	-2%	-$75.4K	1.07%	32
2026 Q1	$4.39M	Sell	25,884 -1,763	-6%	-$257K	1.5%	14
2025 Q4	$3.33M	Buy	27,647 +2,156	+8%	+$250K	1.16%	24
2025 Q3	$2.87M	Buy	25,491 +393	+2%	+$43.7K	1.06%	30
2025 Q2	$2.71M	Buy	25,098 +2,456	+11%	+$263K	1.07%	28
2025 Q1	$2.69M	Buy	22,642 +3,210	+17%	+$355K	1.18%	24
2024 Q4	$2.09M	Buy	19,432 +1,176	+6%	+$138K	0.96%	32
2024 Q3	$2.14M	Buy	18,256 +1,429	+8%	+$165K	0.99%	30
2024 Q2	$1.94M	Buy	16,827 +2,340	+16%	+$273K	1%	30
2024 Q1	$1.68M	Buy	14,487 +3,031	+26%	+$317K	0.94%	34
2023 Q4	$1.15M	Sell	11,456 -115	-1%	-$12.1K	0.73%	48
2023 Q3	$1.36M	Buy	11,571 +1,434	+14%	+$157K	1.01%	31
2023 Q2	$1.09M	Buy	10,137 +1,401	+16%	+$153K	0.86%	41
2023 Q1	$958K	Buy	8,736 +1,542	+21%	+$171K	0.85%	40
2022 Q4	$793K	Buy	+7,194	New	+$771K	0.8%	44

Other funds holding XOM

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

HF Advisory Group's XOM Position: Q3 2026 in Review

HF Advisory Group increased its ExxonMobil (XOM) stake by 20% in Q3 2026, buying an estimated $811K and bringing the position to 30,569 shares worth $4.98M. The position accounts for 1.48% of the portfolio, ranked #15.

HF Advisory Group first reported a position in XOM in Q4 2022 and has held it in 16 quarters since. 1,160 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

HF Advisory Group held 30,569 shares of ExxonMobil worth $4.98M as of Q3 2026.
HF Advisory Group bought 5,189 ExxonMobil shares in Q3 2026, an estimated $811K.
ExxonMobil made up 1.48% of HF Advisory Group's portfolio in Q3 2026, its #15 holding.
HF Advisory Group first reported a position in ExxonMobil in Q4 2022 and has held it in 16 quarters since.
1,160 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.