Holos Integrated Wealth’s ExxonMobil XOM Stock Holding History

Holos Integrated Wealth’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	$906K	Buy	5,081 +449	+10%	+$70.2K	0.41%	38
2026 Q2	$656K	Sell	4,632 -300	-6%	-$44.9K	0.31%	44
2026 Q1	$808K	Hold	4,932	–	–	0.41%	41
2025 Q4	$605K	Buy	4,932 +26	+0.5%	+$3.02K	0.34%	43
2025 Q3	$543K	Hold	4,906	–	–	0.32%	41
2025 Q2	$524K	Sell	4,906 -145	-3%	-$15.5K	0.32%	43
2025 Q1	$601K	Sell	5,051 -225	-4%	-$24.9K	0.39%	40
2024 Q4	$568K	Buy	+5,276	New	+$617K	0.39%	36

Other funds holding XOM

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

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

Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 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

Holos Integrated Wealth's XOM Position: Q3 2026 in Review

Holos Integrated Wealth increased its ExxonMobil (XOM) stake by 9.7% in Q3 2026, buying an estimated $70.2K and bringing the position to 5,081 shares worth $906K. The position accounts for 0.41% of the portfolio, ranked #38.

Holos Integrated Wealth first reported a position in XOM in Q4 2024 and has held it in 8 quarters since. 1,522 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Holos Integrated Wealth held 5,081 shares of ExxonMobil worth $906K as of Q3 2026.
Holos Integrated Wealth bought 449 ExxonMobil shares in Q3 2026, an estimated $70.2K.
ExxonMobil made up 0.41% of Holos Integrated Wealth's portfolio in Q3 2026, its #38 holding.
Holos Integrated Wealth first reported a position in ExxonMobil in Q4 2024 and has held it in 8 quarters since.
1,522 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.