LeConte Wealth Management’s ExxonMobil XOM Stock Holding History

LeConte 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	$1.62M	Sell	9,930 -322	-3%	-$50.3K	0.86%	25
2026 Q2	$1.4M	Buy	10,252 +456	+5%	+$68.2K	0.76%	28
2026 Q1	$1.66M	Buy	9,796 +2,040	+26%	+$298K	1.07%	18
2025 Q4	$933K	Sell	7,756 -231	-3%	-$26.8K	0.61%	28
2025 Q3	$901K	Buy	7,987 +608	+8%	+$67.6K	0.6%	27
2025 Q2	$795K	Buy	7,379 +1,450	+24%	+$155K	0.54%	26
2025 Q1	$705K	Buy	+5,929	New	+$656K	0.45%	24

Other funds holding XOM

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LeConte Wealth Management's XOM Position: Q3 2026 in Review

LeConte Wealth Management reduced its ExxonMobil (XOM) stake by 3.1% in Q3 2026, selling an estimated $50.3K and leaving 9,930 shares worth $1.62M. The position accounts for 0.86% of the portfolio, ranked #25.

LeConte Wealth Management first reported a position in XOM in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.66M in Q1 2026. 1,639 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

LeConte Wealth Management held 9,930 shares of ExxonMobil worth $1.62M as of Q3 2026.
LeConte Wealth Management sold 322 ExxonMobil shares in Q3 2026, an estimated $50.3K.
ExxonMobil made up 0.86% of LeConte Wealth Management's portfolio in Q3 2026, its #25 holding.
LeConte Wealth Management first reported a position in ExxonMobil in Q1 2025 and has held it in 7 quarters since.
LeConte Wealth Management's ExxonMobil position peaked at $1.66M in Q1 2026.
1,639 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.