Howard Wealth Management
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Howard Wealth Management’s ExxonMobil XOM Stock Holding History

Howard 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 		$704K Sell
4,328
-25
-0.6% -$3.91K 0.25% 72
2026
Q2 		$595K Buy
4,353
+133
+3% +$19.9K 0.22% 84
2026
Q1 		$716K Sell
4,220
-222
-5% -$32.4K 0.3% 68
2025
Q4 		$535K Sell
4,442
-255
-5% -$29.6K 0.23% 80
2025
Q3 		$530K Hold
4,697
– – 0.24% 79
2025
Q2 		$506K Buy
4,697
+35
+0.8% +$3.74K 0.26% 79
2025
Q1 		$555K Buy
4,662
+309
+7% +$34.2K 0.31% 71
2024
Q4 		$468K Buy
4,353
+153
+4% +$17.9K 0.25% 79
2024
Q3 		$492K Sell
4,200
-272
-6% -$31.4K 0.29% 72
2024
Q2 		$515K Buy
4,472
+99
+2% +$11.5K 0.41% 59
2024
Q1 		$508K Buy
4,373
+270
+7% +$28.2K 0.41% 53
2023
Q4 		$410K Buy
4,103
+1,250
+44% +$131K 0.34% 60
2023
Q3 		$335K Hold
2,853
– – 0.31% 64
2023
Q2 		$306K Hold
2,853
– – 0.27% 74
2023
Q1 		$313K Sell
2,853
-25
-0.9% -$2.76K 0.26% 78
2022
Q4 		$317K Hold
2,878
– – 0.26% 82
2022
Q3 		$251K Buy
+2,878
New +$263K 0.18% 99
2022
Q2 		– Sell
-2,678
Closed -$221K – 135
2022
Q1 		$221K Buy
+2,678
New +$208K 0.12% 123
2020
Q1 		– Sell
-6,701
Closed -$467K – 514
2019
Q4 		$467K Buy
+6,701
New +$463K 0.39% 62

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Howard Wealth Management's XOM Position: Q3 2026 in Review

Howard Wealth Management reduced its ExxonMobil (XOM) stake by 0.57% in Q3 2026, selling an estimated $3.91K and leaving 4,328 shares worth $704K. The position accounts for 0.25% of the portfolio, ranked #72.

Howard Wealth Management first reported a position in XOM in Q4 2019 and has held it in 19 quarters since. The position peaked at $716K in Q1 2026. 3,079 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Howard Wealth Management held 4,328 shares of ExxonMobil worth $704K as of Q3 2026.
  • Howard Wealth Management sold 25 ExxonMobil shares in Q3 2026, an estimated $3.91K.
  • ExxonMobil made up 0.25% of Howard Wealth Management's portfolio in Q3 2026, its #72 holding.
  • Howard Wealth Management first reported a position in ExxonMobil in Q4 2019 and has held it in 19 quarters since.
  • Howard Wealth Management's ExxonMobil position peaked at $716K in Q1 2026.
  • 3,079 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.