Insight Wealth Partners
XOM icon

Insight Wealth Partners’s ExxonMobil XOM Stock Holding History

Insight Wealth Partners’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 		$1.82M Buy
11,179
+278
+3% +$43.5K 0.24% 43
2026
Q2 		$1.49M Buy
10,901
+1,485
+16% +$222K 0.2% 50
2026
Q1 		$1.6M Buy
9,416
+240
+3% +$35K 0.22% 41
2025
Q4 		$1.1M Sell
9,176
-753
-8% -$87.3K 0.15% 45
2025
Q3 		$1.12M Buy
9,929
+570
+6% +$63.4K 0.34% 42
2025
Q2 		$1.01M Buy
9,359
+155
+2% +$16.6K 0.39% 42
2025
Q1 		$1.09M Buy
9,204
+43
+0.5% +$4.76K 0.18% 38
2024
Q4 		$985K Sell
9,161
-10
-0.1% -$1.17K 0.14% 41
2024
Q3 		$1.08M Buy
9,171
+1,363
+17% +$157K 0.21% 40
2024
Q2 		$899K Buy
7,808
+366
+5% +$42.6K 0.16% 36
2024
Q1 		$865K Buy
7,442
+3
+0% +$314 0.15% 39
2023
Q4 		$744K Sell
7,439
-146
-2% -$15.3K 0.13% 41
2023
Q3 		$892K Buy
7,585
+3
+0% +$329 0.17% 30
2023
Q2 		$813K Buy
7,582
+3
+0% +$327 0.19% 38
2023
Q1 		$831K Buy
7,579
+3
+0% +$332 0.19% 32
2022
Q4 		$836K Sell
7,576
-2,930
-28% -$314K 0.63% 25
2022
Q3 		$917K Sell
10,506
-697
-6% -$63.6K 0.87% 25
2022
Q2 		$959K Buy
11,203
+1,003
+10% +$90.5K 0.72% 24
2022
Q1 		$842K Buy
10,200
+4
+0% +$311 0.47% 31
2021
Q4 		$624K Buy
10,196
+5,219
+105% +$326K 0.12% 41
2021
Q3 		$293K Sell
4,977
-25
-0.5% -$1.42K 0.16% 49
2021
Q2 		$316K Buy
5,002
+5
+0.1% +$299 0.17% 47
2021
Q1 		$279K Buy
4,997
+5
+0.1% +$262 0.14% 45
2020
Q4 		$206K Buy
+4,992
New +$187K 0.13% 49
2020
Q1 		– Sell
-3,828
Closed -$267K – 41
2019
Q4 		$267K Buy
+3,828
New +$265K 0.26% 38

Other funds holding XOM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Insight Wealth Partners's XOM Position: Q3 2026 in Review

Insight Wealth Partners increased its ExxonMobil (XOM) stake by 2.6% in Q3 2026, buying an estimated $43.5K and bringing the position to 11,179 shares worth $1.82M. The position accounts for 0.24% of the portfolio, ranked #43.

Insight Wealth Partners first reported a position in XOM in Q4 2019 and has held it in 25 quarters since. 3,589 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Insight Wealth Partners held 11,179 shares of ExxonMobil worth $1.82M as of Q3 2026.
  • Insight Wealth Partners bought 278 ExxonMobil shares in Q3 2026, an estimated $43.5K.
  • ExxonMobil made up 0.24% of Insight Wealth Partners's portfolio in Q3 2026, its #43 holding.
  • Insight Wealth Partners first reported a position in ExxonMobil in Q4 2019 and has held it in 25 quarters since.
  • 3,589 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.