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Insight Wealth Strategies’s ExxonMobil XOM Stock Holding History

Insight Wealth Strategies’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 		$2.33M Buy
14,327
+124
+0.9% +$19.4K 0.23% 89
2026
Q2 		$1.94M Sell
14,203
-2,164
-13% -$324K 0.19% 90
2026
Q1 		$2.78M Sell
16,367
-1,065
-6% -$155K 0.31% 91
2025
Q4 		$2.1M Buy
17,432
+1,564
+10% +$181K 0.24% 95
2025
Q3 		$1.79M Buy
15,868
+107
+0.7% +$11.9K 0.21% 97
2025
Q2 		$1.72M Sell
15,761
-140
-0.9% -$15K 0.22% 95
2025
Q1 		$1.89M Buy
15,901
+189
+1% +$20.9K 0.25% 95
2024
Q4 		$1.69M Buy
15,712
+663
+4% +$77.6K 0.23% 98
2024
Q3 		$1.76M Sell
15,049
-253
-2% -$29.2K 0.23% 105
2024
Q2 		$1.76M Buy
15,302
+261
+2% +$30.4K 0.25% 101
2024
Q1 		$1.75M Buy
15,041
+1,215
+9% +$127K 0.26% 98
2023
Q4 		$1.38M Buy
13,826
+51
+0.4% +$5.36K 0.22% 102
2023
Q3 		$1.62M Hold
13,775
– – 0.31% 68
2023
Q2 		$1.48M Sell
13,775
-265
-2% -$28.9K 0.28% 69
2023
Q1 		$1.54M Hold
14,040
– – 0.3% 57
2022
Q4 		$1.55M Sell
14,040
-4,155
-23% -$445K 0.3% 55
2022
Q3 		$1.56M Hold
18,195
– – 0.29% 52
2022
Q2 		$1.56M Buy
18,195
+4,225
+30% +$381K 0.29% 52
2022
Q1 		$1.15M Buy
13,970
+10,598
+314% +$824K 0.17% 96
2021
Q4 		$206K Sell
3,372
-590
-15% -$36.9K 0.03% 149
2021
Q3 		$233K Buy
+3,962
New +$226K 0.03% 174
2019
Q1 		– Sell
-5,019
Closed -$342K – 151
2018
Q4 		$342K Buy
+5,019
New +$394K 0.1% 109

Other funds holding XOM

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Insight Wealth Strategies increased its ExxonMobil (XOM) stake by 0.87% in Q3 2026, buying an estimated $19.4K and bringing the position to 14,327 shares worth $2.33M. The position accounts for 0.23% of the portfolio, ranked #89.

Insight Wealth Strategies first reported a position in XOM in Q4 2018 and has held it in 22 quarters since. The position peaked at $2.78M in Q1 2026. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Insight Wealth Strategies held 14,327 shares of ExxonMobil worth $2.33M as of Q3 2026.
  • Insight Wealth Strategies bought 124 ExxonMobil shares in Q3 2026, an estimated $19.4K.
  • ExxonMobil made up 0.23% of Insight Wealth Strategies's portfolio in Q3 2026, its #89 holding.
  • Insight Wealth Strategies first reported a position in ExxonMobil in Q4 2018 and has held it in 22 quarters since.
  • Insight Wealth Strategies's ExxonMobil position peaked at $2.78M in Q1 2026.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.