Holcombe Financial’s ExxonMobil XOM Stock Holding History

Holcombe Financial’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	$1.66M	Hold	10,194	–	–	0.92%	18
2026 Q2	$1.39M	Hold	10,194	–	–	0.79%	19
2026 Q1	$1.73M	Sell	10,194 -47	-0.5%	-$6.86K	1.02%	19
2025 Q4	$1.23M	Buy	10,241 +47	+0.5%	+$5.45K	0.77%	19
2025 Q3	$1.15M	Hold	10,194	–	–	0.8%	17
2025 Q2	$1.1M	Hold	10,194	–	–	0.83%	16
2025 Q1	$1.21M	Sell	10,194 -242	-2%	-$26.8K	1.01%	15
2024 Q4	$1.12M	Buy	+10,436	New	+$1.22M	0.92%	14

Other funds holding XOM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Holcombe Financial's XOM Position: Q3 2026 in Review

Holcombe Financial held its ExxonMobil (XOM) position steady in Q3 2026 at 10,194 shares worth $1.66M. The position accounts for 0.92% of the portfolio, ranked #18.

Holcombe Financial first reported a position in XOM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.73M in Q1 2026. 2,566 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Holcombe Financial held 10,194 shares of ExxonMobil worth $1.66M as of Q3 2026.
Holcombe Financial left its ExxonMobil share count unchanged in Q3 2026.
ExxonMobil made up 0.92% of Holcombe Financial's portfolio in Q3 2026, its #18 holding.
Holcombe Financial first reported a position in ExxonMobil in Q4 2024 and has held it in 8 quarters since.
Holcombe Financial's ExxonMobil position peaked at $1.73M in Q1 2026.
2,566 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.