Inlet Private Wealth
XOM icon

Inlet Private Wealth’s ExxonMobil XOM Stock Holding History

Inlet Private 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 		$2.57M Sell
15,779
-5
-0% -$782 0.62% 50
2026
Q2 		$2.16M Sell
15,784
-700
-4% -$105K 0.52% 58
2026
Q1 		$2.8M Sell
16,484
-2,515
-13% -$367K 0.71% 50
2025
Q4 		$2.29M Sell
18,999
-998
-5% -$116K 0.53% 56
2025
Q3 		$2.25M Buy
19,997
+1,076
+6% +$120K 0.51% 60
2025
Q2 		$2.04M Hold
18,921
– – 0.5% 59
2025
Q1 		$2.25M Sell
18,921
-750
-4% -$82.9K 0.59% 54
2024
Q4 		$2.12M Sell
19,671
-1,732
-8% -$203K 0.56% 59
2024
Q3 		$2.51M Hold
21,403
– – 0.64% 53
2024
Q2 		$2.46M Buy
21,403
+819
+4% +$95.4K 0.67% 46
2024
Q1 		$2.39M Hold
20,584
– – 0.67% 51
2023
Q4 		$2.06M Buy
20,584
+148
+0.7% +$15.6K 0.63% 52
2023
Q3 		$2.4M Sell
20,436
-350,082
-94% -$38.4M 0.79% 48
2023
Q2 		$39.7M Sell
370,518
-150
-0% -$16.4K 10.03% 1
2023
Q1 		$40.6M Sell
370,668
-44,804
-11% -$4.96M 10.57% 1
2022
Q4 		$45.8M Sell
415,472
-1,351
-0.3% -$145K 11.77% 1
2022
Q3 		$36.4M Buy
416,823
+63
+0% +$5.75K 10.85% 1
2022
Q2 		$35.7M Sell
416,760
-26,722
-6% -$2.41M 10.19% 1
2022
Q1 		$36.6M Buy
443,482
+245
+0.1% +$19K 9.15% 1
2021
Q4 		$27.1M Buy
443,237
+126
+0% +$7.88K 6.58% 1
2021
Q3 		$26.1M Sell
443,111
-16,401
-4% -$935K 6.99% 1
2021
Q2 		$29M Sell
459,512
-2,983
-0.6% -$178K 7.6% 1
2021
Q1 		$25.8M Buy
462,495
+1,477
+0.3% +$77.4K 7.39% 1
2020
Q4 		$19M Sell
461,018
-3,276
-0.7% -$123K 6.21% 1
2020
Q3 		$15.9M Sell
464,294
-766
-0.2% -$31.3K 6.21% 2
2020
Q2 		$20.8M Buy
465,060
+1,520
+0.3% +$68.2K 8.3% 1
2020
Q1 		$17.6M Buy
463,540
+100
+0% +$5.52K 8.16% 1
2019
Q4 		$32.3M Buy
463,440
+11,761
+3% +$813K 10.71% 1
2019
Q3 		$31.9M Buy
451,679
+60
+0% +$4.34K 11.81% 1
2019
Q2 		$35.1M Sell
451,619
-5,326
-1% -$412K 12.6% 1
2019
Q1 		$36.9M Sell
456,945
-257,187
-36% -$19.6M 14.84% 1
2018
Q4 		$48.7M Buy
+714,132
New +$56M 26.2% 1

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Inlet Private Wealth's XOM Position: Q3 2026 in Review

Inlet Private Wealth reduced its ExxonMobil (XOM) stake by 0.03% in Q3 2026, selling an estimated $782 and leaving 15,779 shares worth $2.57M. The position accounts for 0.62% of the portfolio, ranked #50.

Inlet Private Wealth first reported a position in XOM in Q4 2018 and has held it in 32 quarters since. The position peaked at $48.7M in Q4 2018. 1,742 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Inlet Private Wealth held 15,779 shares of ExxonMobil worth $2.57M as of Q3 2026.
  • Inlet Private Wealth sold 5 ExxonMobil shares in Q3 2026, an estimated $782.
  • ExxonMobil made up 0.62% of Inlet Private Wealth's portfolio in Q3 2026, its #50 holding.
  • Inlet Private Wealth first reported a position in ExxonMobil in Q4 2018 and has held it in 32 quarters since.
  • Inlet Private Wealth's ExxonMobil position peaked at $48.7M in Q4 2018.
  • 1,742 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Inlet Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.