Instrumental Wealth
XOM icon

Instrumental Wealth’s ExxonMobil XOM Stock Holding History

Instrumental 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 		$514K Sell
3,160
-2,163
-41% -$338K 0.25% 44
2026
Q2 		$728K Buy
5,323
+301
+6% +$45K 0.37% 31
2026
Q1 		$852K Buy
5,022
+34
+0.7% +$4.96K 0.52% 22
2025
Q4 		$741K Buy
4,988
+115
+2% +$13.3K 0.44% 25
2025
Q3 		$559K Buy
4,873
+52
+1% +$5.78K 0.39% 30
2025
Q2 		$544K Buy
4,821
+180
+4% +$19.2K 0.43% 26
2025
Q1 		$504K Sell
4,641
-1
-0% -$111 0.46% 27
2024
Q4 		$514K Sell
4,642
-44
-0.9% -$5.15K 0.49% 22
2024
Q3 		$581K Buy
4,686
+117
+3% +$13.5K 0.57% 23
2024
Q2 		$537K Buy
4,569
+205
+5% +$23.9K 0.55% 20
2024
Q1 		$501K Buy
4,364
+504
+13% +$52.7K 0.22% 24
2023
Q4 		$384K Buy
3,860
+163
+4% +$17.1K 0.42% 24
2023
Q3 		$412K Buy
3,697
+206
+6% +$22.6K 0.48% 18
2023
Q2 		$372K Sell
3,491
-63
-2% -$6.87K 0.45% 18
2023
Q1 		$384K Buy
+3,554
New +$393K 0.51% 16

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

Instrumental Wealth's XOM Position: Q3 2026 in Review

Instrumental Wealth reduced its ExxonMobil (XOM) stake by 41% in Q3 2026, selling an estimated $338K and leaving 3,160 shares worth $514K. The position accounts for 0.25% of the portfolio, ranked #44.

Instrumental Wealth first reported a position in XOM in Q1 2023 and has held it in 15 quarters since. The position peaked at $852K in Q1 2026. 3,034 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Instrumental Wealth held 3,160 shares of ExxonMobil worth $514K as of Q3 2026.
  • Instrumental Wealth sold 2,163 ExxonMobil shares in Q3 2026, an estimated $338K.
  • ExxonMobil made up 0.25% of Instrumental Wealth's portfolio in Q3 2026, its #44 holding.
  • Instrumental Wealth first reported a position in ExxonMobil in Q1 2023 and has held it in 15 quarters since.
  • Instrumental Wealth's ExxonMobil position peaked at $852K in Q1 2026.
  • 3,034 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.