Leo Wealth LLC’s ExxonMobil XOM Stock Holding History

Leo Wealth LLC’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	$2.09M	Buy	+12,870	New	+$2.01M	0.44%	52
2026 Q1	$6.07M	Sell	35,768 -2,610	-7%	-$381K	0.44%	49
2025 Q4	$4.62M	Buy	38,378 +19,364	+102%	+$2.25M	0.34%	62
2025 Q3	$2.14M	Sell	19,014 -30,950	-62%	-$3.44M	0.28%	72
2025 Q2	$5.38M	Buy	49,964 +23,288	+87%	+$2.49M	0.42%	44
2025 Q1	$3.17M	Sell	26,676 -15,531	-37%	-$1.72M	0.46%	46
2024 Q4	$4.54M	Buy	42,207 +1,932	+5%	+$226K	0.41%	45
2024 Q3	$4.72M	Buy	40,275 +1,463	+4%	+$169K	0.43%	40
2024 Q2	$4.47M	Buy	38,812 +1,789	+5%	+$208K	0.46%	42
2024 Q1	$4.32M	Sell	37,023 -4,192	-10%	-$439K	0.44%	40
2023 Q4	$4.29M	Buy	+41,215	New	+$4.33M	0.44%	38

Other funds holding XOM

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Leo Wealth LLC's XOM Position: Q3 2026 in Review

Leo Wealth LLC opened a new position in ExxonMobil (XOM) in Q3 2026: 12,870 shares worth $2.09M. The stake represents 0.44% of the portfolio and ranks #52 among its holdings. This is a return to the name: Leo Wealth LLC previously reported a position in XOM as recently as Q1 2026.

Leo Wealth LLC first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.07M in Q1 2026. 2,559 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Leo Wealth LLC held 12,870 shares of ExxonMobil worth $2.09M as of Q3 2026.
ExxonMobil was a new Leo Wealth LLC position in Q3 2026.
ExxonMobil made up 0.44% of Leo Wealth LLC's portfolio in Q3 2026, its #52 holding.
Leo Wealth LLC first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Leo Wealth LLC's ExxonMobil position peaked at $6.07M in Q1 2026.
2,559 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Leo Wealth LLC's 13F filing for Q3 2026, filed 26 Oct 2026.