IFS Advisors’s ExxonMobil XOM Stock Holding History

IFS 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	$555K	Buy	3,407 +2,626	+336%	+$411K	0.17%	66
2026 Q2	$107K	Hold	781	–	–	0.05%	35
2026 Q1	$133K	Buy	781 +570	+270%	+$83.2K	0.07%	32
2025 Q4	$25.4K	Hold	211	–	–	0.01%	62
2025 Q3	$23.8K	Hold	211	–	–	0.01%	63
2025 Q2	$22.7K	Sell	211 -2,216	-91%	-$237K	0.02%	57
2025 Q1	$289K	Buy	2,427 +70	+3%	+$7.74K	0.23%	13
2024 Q4	$254K	Buy	2,357 +2,216	+1,572%	+$259K	0.2%	14
2024 Q3	$16.5K	Hold	141	–	–	0.01%	48
2024 Q2	$16.2K	Hold	141	–	–	0.01%	45
2024 Q1	$16.4K	Hold	141	–	–	0.01%	44
2023 Q4	$14.1K	Hold	141	–	–	0.02%	44
2023 Q3	$16.6K	Hold	141	–	–	0.03%	42
2023 Q2	$15.1K	Hold	141	–	–	0.04%	41
2023 Q1	$15.5K	Hold	141	–	–	0.06%	40
2022 Q4	$15.6K	Hold	141	–	–	0.03%	43
2022 Q3	$12K	Hold	141	–	–	0.02%	42
2022 Q2	$12K	Hold	141	–	–	0.03%	44
2022 Q1	$11K	Hold	141	–	–	0.01%	58
2021 Q4	$8K	Buy	+141	New	+$8.81K	0.01%	78
2021 Q1	–	Sell	-141	Closed	-$5K	–	156
2020 Q4	$5K	Buy	+141	New	+$5.29K	﹤0.01%	129

Other funds holding XOM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IFS Advisors's XOM Position: Q3 2026 in Review

IFS Advisors increased its ExxonMobil (XOM) stake by 336% in Q3 2026, buying an estimated $411K and bringing the position to 3,407 shares worth $555K. The position accounts for 0.17% of the portfolio, ranked #66.

IFS Advisors first reported a position in XOM in Q4 2020 and has held it in 21 quarters since. 2,828 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

IFS Advisors held 3,407 shares of ExxonMobil worth $555K as of Q3 2026.
IFS Advisors bought 2,626 ExxonMobil shares in Q3 2026, an estimated $411K.
ExxonMobil made up 0.17% of IFS Advisors's portfolio in Q3 2026, its #66 holding.
IFS Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 21 quarters since.
2,828 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.