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Ledgewood Wealth Advisors’s ExxonMobil XOM Stock Holding History

Ledgewood Wealth Advisors’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 		$204K Buy
+1,255
New +$196K 0.11% 68
2026
Q2 		– Sell
-1,255
Closed -$213K – 79
2026
Q1 		$213K Buy
+1,255
New +$183K 0.12% 67

Other funds holding XOM

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Ledgewood Wealth Advisors's XOM Position: Q3 2026 in Review

Ledgewood Wealth Advisors opened a new position in ExxonMobil (XOM) in Q3 2026: 1,255 shares worth $204K. The stake represents 0.11% of the portfolio and ranks #68 among its holdings. This is a return to the name: Ledgewood Wealth Advisors previously reported a position in XOM as recently as Q1 2026.

Ledgewood Wealth Advisors first reported a position in XOM in Q1 2026 and has held it in 2 quarters since. The position peaked at $213K in Q1 2026. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Ledgewood Wealth Advisors held 1,255 shares of ExxonMobil worth $204K as of Q3 2026.
  • ExxonMobil was a new Ledgewood Wealth Advisors position in Q3 2026.
  • ExxonMobil made up 0.11% of Ledgewood Wealth Advisors's portfolio in Q3 2026, its #68 holding.
  • Ledgewood Wealth Advisors first reported a position in ExxonMobil in Q1 2026 and has held it in 2 quarters since.
  • Ledgewood Wealth Advisors's ExxonMobil position peaked at $213K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.