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Intelligence Driven Advisers’s ExxonMobil XOM Stock Holding History

Intelligence Driven Advisers’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 		$934K Buy
5,739
+293
+5% +$45.8K 0.16% 53
2026
Q2 		$745K Buy
5,446
+858
+19% +$128K 0.12% 62
2026
Q1 		$778K Buy
4,588
+2,651
+137% +$387K 0.14% 55
2025
Q4 		$233K Sell
1,937
-552
-22% -$64K 0.03% 118
2025
Q3 		$281K Sell
2,489
-52
-2% -$5.78K 0.04% 95
2025
Q2 		$274K Sell
2,541
-923
-27% -$98.7K 0.04% 92
2025
Q1 		$412K Buy
3,464
+23
+0.7% +$2.54K 0.08% 61
2024
Q4 		$370K Buy
3,441
+71
+2% +$8.3K 0.07% 63
2024
Q3 		$395K Buy
3,370
+756
+29% +$87.3K 0.06% 69
2024
Q2 		$301K Buy
2,614
+235
+10% +$27.4K 0.04% 83
2024
Q1 		$277K Buy
2,379
+22
+0.9% +$2.3K 0.04% 79
2023
Q4 		$242K Buy
+2,357
New +$248K 0.04% 77
2020
Q1 		– Sell
-3,971
Closed -$277K – 96
2019
Q4 		$277K Sell
3,971
-212
-5% -$14.7K 0.13% 72
2019
Q3 		$295K Sell
4,183
-404
-9% -$29.2K 0.14% 73
2019
Q2 		$351K Sell
4,587
-1,111
-19% -$86K 0.17% 76
2019
Q1 		$460K Buy
5,698
+277
+5% +$21.1K 0.25% 56
2018
Q4 		$370K Buy
+5,421
New +$425K 0.23% 65

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

Intelligence Driven Advisers's XOM Position: Q3 2026 in Review

Intelligence Driven Advisers increased its ExxonMobil (XOM) stake by 5.4% in Q3 2026, buying an estimated $45.8K and bringing the position to 5,739 shares worth $934K. The position accounts for 0.16% of the portfolio, ranked #53.

Intelligence Driven Advisers first reported a position in XOM in Q4 2018 and has held it in 17 quarters since. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Intelligence Driven Advisers held 5,739 shares of ExxonMobil worth $934K as of Q3 2026.
  • Intelligence Driven Advisers bought 293 ExxonMobil shares in Q3 2026, an estimated $45.8K.
  • ExxonMobil made up 0.16% of Intelligence Driven Advisers's portfolio in Q3 2026, its #53 holding.
  • Intelligence Driven Advisers first reported a position in ExxonMobil in Q4 2018 and has held it in 17 quarters since.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.