KDK Private Wealth Management’s ExxonMobil XOM Stock Holding History

KDK Private Wealth Management’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	$1.6M	Sell	9,829 -6	-0.1%	-$938	1.27%	15
2026 Q2	$1.34M	Sell	9,835 -93	-0.9%	-$13.9K	1.12%	16
2026 Q1	$1.68M	Sell	9,928 -1,086	-10%	-$158K	1.54%	14
2025 Q4	$1.33M	Buy	11,014 +1,093	+11%	+$127K	1.16%	17
2025 Q3	$1.12M	Buy	9,921 +3,084	+45%	+$343K	1.13%	18
2025 Q2	$737K	Buy	6,837 +820	+14%	+$87.7K	0.79%	24
2025 Q1	$716K	Sell	6,017 -148	-2%	-$16.4K	0.82%	24
2024 Q4	$663K	Buy	+6,165	New	+$721K	0.69%	26

Other funds holding XOM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

KDK Private Wealth Management's XOM Position: Q3 2026 in Review

KDK Private Wealth Management reduced its ExxonMobil (XOM) stake by 0.06% in Q3 2026, selling an estimated $938 and leaving 9,829 shares worth $1.6M. The position accounts for 1.27% of the portfolio, ranked #15.

KDK Private Wealth Management first reported a position in XOM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.68M in Q1 2026. 3,198 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

KDK Private Wealth Management held 9,829 shares of ExxonMobil worth $1.6M as of Q3 2026.
KDK Private Wealth Management sold 6 ExxonMobil shares in Q3 2026, an estimated $938.
ExxonMobil made up 1.27% of KDK Private Wealth Management's portfolio in Q3 2026, its #15 holding.
KDK Private Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 8 quarters since.
KDK Private Wealth Management's ExxonMobil position peaked at $1.68M in Q1 2026.
3,198 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on KDK Private Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.