HMV Wealth Advisors
XOM icon

HMV Wealth Advisors’s ExxonMobil XOM Stock Holding History

HMV Wealth 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 		$554K Sell
3,404
-475
-12% -$74.3K 0.21% 57
2026
Q2 		$530K Buy
3,879
+597
+18% +$89.4K 0.21% 55
2026
Q1 		$557K Buy
3,282
+92
+3% +$13.4K 0.26% 47
2025
Q4 		$384K Buy
3,190
+1,385
+77% +$161K 0.19% 56
2025
Q3 		$204K Buy
+1,805
New +$201K 0.11% 81
2025
Q2 		– Sell
-1,805
Closed -$215K – 90
2025
Q1 		$215K Buy
+1,805
New +$200K 0.17% 76

Other funds holding XOM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

HMV Wealth Advisors's XOM Position: Q3 2026 in Review

HMV Wealth Advisors reduced its ExxonMobil (XOM) stake by 12% in Q3 2026, selling an estimated $74.3K and leaving 3,404 shares worth $554K. The position accounts for 0.21% of the portfolio, ranked #57.

HMV Wealth Advisors first reported a position in XOM in Q1 2025 and has held it in 6 quarters since. The position peaked at $557K in Q1 2026. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • HMV Wealth Advisors held 3,404 shares of ExxonMobil worth $554K as of Q3 2026.
  • HMV Wealth Advisors sold 475 ExxonMobil shares in Q3 2026, an estimated $74.3K.
  • ExxonMobil made up 0.21% of HMV Wealth Advisors's portfolio in Q3 2026, its #57 holding.
  • HMV Wealth Advisors first reported a position in ExxonMobil in Q1 2025 and has held it in 6 quarters since.
  • HMV Wealth Advisors's ExxonMobil position peaked at $557K in Q1 2026.
  • 4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on HMV Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.