Keating Financial Advisory Services
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Keating Financial Advisory Services’s ExxonMobil XOM Stock Holding History

Keating Financial Advisory Services’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 		$558K Sell
3,430
-6,727
-66% -$1.05M 0.07% 182
2026
Q2 		$1.39M Buy
10,157
+757
+8% +$113K 0.18% 85
2026
Q1 		$1.59M Sell
9,400
-1,062
-10% -$155K 0.26% 68
2025
Q4 		$1.26M Buy
+10,462
New +$1.21M 0.17% 107

Other funds holding XOM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Keating Financial Advisory Services's XOM Position: Q3 2026 in Review

Keating Financial Advisory Services reduced its ExxonMobil (XOM) stake by 66% in Q3 2026, selling an estimated $1.05M and leaving 3,430 shares worth $558K. The position accounts for 0.07% of the portfolio, ranked #182.

Keating Financial Advisory Services first reported a position in XOM in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.59M in Q1 2026. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Keating Financial Advisory Services held 3,430 shares of ExxonMobil worth $558K as of Q3 2026.
  • Keating Financial Advisory Services sold 6,727 ExxonMobil shares in Q3 2026, an estimated $1.05M.
  • ExxonMobil made up 0.07% of Keating Financial Advisory Services's portfolio in Q3 2026, its #182 holding.
  • Keating Financial Advisory Services first reported a position in ExxonMobil in Q4 2025 and has held it in 4 quarters since.
  • Keating Financial Advisory Services's ExxonMobil position peaked at $1.59M in Q1 2026.
  • 4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Keating Financial Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.