Leverty Financial Group’s ExxonMobil XOM Stock Holding History

Leverty Financial 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	$274K	Hold	1,681	–	–	0.05%	38
2026 Q2	$230K	Hold	1,681	–	–	0.04%	41
2026 Q1	$285K	Hold	1,681	–	–	0.06%	36
2025 Q4	$202K	Buy	+1,681	New	+$195K	0.05%	44
2025 Q2	–	Sell	-2,013	Closed	-$239K	–	49
2025 Q1	$239K	Hold	2,013	–	–	0.1%	36
2024 Q4	$217K	Hold	2,013	–	–	0.11%	31
2024 Q3	$236K	Buy	+2,013	New	+$232K	0.13%	30
2023 Q4	–	Sell	-1,801	Closed	-$212K	–	36
2023 Q3	$212K	Buy	+1,801	New	+$198K	0.15%	28
2023 Q1	–	Sell	-6,993	Closed	-$771K	–	29
2022 Q4	$771K	Buy	6,993 +1	+0%	+$107	0.66%	11
2022 Q3	$610K	Hold	6,992	–	–	0.59%	10
2022 Q2	$598K	Hold	6,992	–	–	0.56%	10
2022 Q1	$577K	Hold	6,992	–	–	0.46%	11
2021 Q4	$427K	Buy	+6,992	New	+$437K	0.33%	10

Other funds holding XOM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Leverty Financial Group's XOM Position: Q3 2026 in Review

Leverty Financial Group held its ExxonMobil (XOM) position steady in Q3 2026 at 1,681 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #38.

Leverty Financial Group first reported a position in XOM in Q4 2021 and has held it in 13 quarters since. The position peaked at $771K in Q4 2022. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Leverty Financial Group held 1,681 shares of ExxonMobil worth $274K as of Q3 2026.
Leverty Financial Group left its ExxonMobil share count unchanged in Q3 2026.
ExxonMobil made up 0.05% of Leverty Financial Group's portfolio in Q3 2026, its #38 holding.
Leverty Financial Group first reported a position in ExxonMobil in Q4 2021 and has held it in 13 quarters since.
Leverty Financial Group's ExxonMobil position peaked at $771K in Q4 2022.
4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.