KFA Private Wealth Group
XOM icon

KFA Private Wealth Group’s ExxonMobil XOM Stock Holding History

KFA Private Wealth Group’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 		$1.78M Sell
10,918
-227
-2% -$35.5K 0.42% 36
2026
Q2 		$1.52M Sell
11,145
-874
-7% -$131K 0.37% 38
2026
Q1 		$2.04M Sell
12,019
-590
-5% -$86.1K 0.49% 33
2025
Q4 		$1.52M Buy
12,609
+435
+4% +$50.5K 0.37% 35
2025
Q3 		$1.37M Buy
12,174
+77
+0.6% +$8.56K 0.39% 35
2025
Q2 		$1.3M Buy
12,097
+3,843
+47% +$411K 0.4% 36
2025
Q1 		$982K Buy
8,254
+1,661
+25% +$184K 0.34% 37
2024
Q4 		$709K Buy
6,593
+899
+16% +$105K 0.3% 37
2024
Q3 		$667K Buy
5,694
+8
+0.1% +$924 0.32% 36
2024
Q2 		$655K Sell
5,686
-1,907
-25% -$222K 0.34% 36
2024
Q1 		$883K Buy
7,593
+478
+7% +$50K 0.27% 39
2023
Q4 		$711K Sell
7,115
-8
-0.1% -$841 0.26% 37
2023
Q3 		$838K Buy
7,123
+378
+6% +$41.5K 0.35% 33
2023
Q2 		$723K Buy
6,745
+103
+2% +$11.2K 0.3% 33
2023
Q1 		$728K Buy
6,642
+4,046
+156% +$448K 0.33% 33
2022
Q4 		$286K Sell
2,596
-129
-5% -$13.8K 0.15% 54
2022
Q3 		$238K Sell
2,725
-44
-2% -$4.02K 0.13% 61
2022
Q2 		$237K Buy
2,769
+22
+0.8% +$1.98K 0.13% 61
2022
Q1 		$227K Buy
+2,747
New +$214K 0.11% 67

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

KFA Private Wealth Group's XOM Position: Q3 2026 in Review

KFA Private Wealth Group reduced its ExxonMobil (XOM) stake by 2% in Q3 2026, selling an estimated $35.5K and leaving 10,918 shares worth $1.78M. The position accounts for 0.42% of the portfolio, ranked #36.

KFA Private Wealth Group first reported a position in XOM in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.04M in Q1 2026. 1,522 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • KFA Private Wealth Group held 10,918 shares of ExxonMobil worth $1.78M as of Q3 2026.
  • KFA Private Wealth Group sold 227 ExxonMobil shares in Q3 2026, an estimated $35.5K.
  • ExxonMobil made up 0.42% of KFA Private Wealth Group's portfolio in Q3 2026, its #36 holding.
  • KFA Private Wealth Group first reported a position in ExxonMobil in Q1 2022 and has held it in 19 quarters since.
  • KFA Private Wealth Group's ExxonMobil position peaked at $2.04M in Q1 2026.
  • 1,522 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.