High Point Wealth Management
XOM icon

High Point Wealth Management’s ExxonMobil XOM Stock Holding History

High Point Wealth Management’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 		$373K Hold
2,289
– – 0.29% 70
2026
Q2 		$313K Hold
2,289
– – 0.26% 77
2026
Q1 		$388K Buy
2,289
+280
+14% +$40.9K 0.37% 63
2025
Q4 		$242K Buy
+2,009
New +$233K 0.23% 81

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

High Point Wealth Management's XOM Position: Q3 2026 in Review

High Point Wealth Management held its ExxonMobil (XOM) position steady in Q3 2026 at 2,289 shares worth $373K. The position accounts for 0.29% of the portfolio, ranked #70.

High Point Wealth Management first reported a position in XOM in Q4 2025 and has held it in 4 quarters since. The position peaked at $388K in Q1 2026. 3,198 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • High Point Wealth Management held 2,289 shares of ExxonMobil worth $373K as of Q3 2026.
  • High Point Wealth Management left its ExxonMobil share count unchanged in Q3 2026.
  • ExxonMobil made up 0.29% of High Point Wealth Management's portfolio in Q3 2026, its #70 holding.
  • High Point Wealth Management first reported a position in ExxonMobil in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's ExxonMobil position peaked at $388K in Q1 2026.
  • 3,198 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.