Intergy Private Wealth
XOM icon

Intergy Private Wealth’s ExxonMobil XOM Stock Holding History

Intergy 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 		$427K Buy
2,623
+333
+15% +$52.1K 0.1% 80
2026
Q2 		$313K Sell
2,290
-1
-0% -$150 0.07% 98
2026
Q1 		$389K Sell
2,291
-129
-5% -$18.8K 0.11% 77
2025
Q4 		$291K Sell
2,420
-68
-3% -$7.89K 0.09% 88
2025
Q3 		$281K Buy
2,488
+81
+3% +$9K 0.09% 87
2025
Q2 		$260K Sell
2,407
-156
-6% -$16.7K 0.09% 81
2025
Q1 		$305K Buy
2,563
+250
+11% +$27.6K 0.12% 74
2024
Q4 		$249K Buy
2,313
+78
+3% +$9.12K 0.09% 81
2024
Q3 		$262K Sell
2,235
-20
-0.9% -$2.31K 0.1% 73
2024
Q2 		$260K Buy
2,255
+227
+11% +$26.4K 0.11% 71
2024
Q1 		$236K Buy
+2,028
New +$212K 0.1% 76
2023
Q4 		– Sell
-1,836
Closed -$216K – 75
2023
Q3 		$216K Buy
+1,836
New +$201K 0.11% 71

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
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
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
Doliver Advisors
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

Intergy Private Wealth increased its ExxonMobil (XOM) stake by 15% in Q3 2026, buying an estimated $52.1K and bringing the position to 2,623 shares worth $427K. The position accounts for 0.1% of the portfolio, ranked #80.

Intergy Private Wealth first reported a position in XOM in Q3 2023 and has held it in 12 quarters since. 1,399 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Intergy Private Wealth held 2,623 shares of ExxonMobil worth $427K as of Q3 2026.
  • Intergy Private Wealth bought 333 ExxonMobil shares in Q3 2026, an estimated $52.1K.
  • ExxonMobil made up 0.1% of Intergy Private Wealth's portfolio in Q3 2026, its #80 holding.
  • Intergy Private Wealth first reported a position in ExxonMobil in Q3 2023 and has held it in 12 quarters since.
  • 1,399 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.