M3 Advisory Group’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$669K Buy
3,942
+305
+8% +$44.5K 0.41% 49
2025
Q4
$438K Buy
3,637
+72
+2% +$8.35K 0.27% 67
2025
Q3
$402K Buy
3,565
+622
+21% +$69.1K 0.25% 74
2025
Q2
$317K Buy
2,943
+72
+3% +$7.7K 0.22% 85
2025
Q1
$341K Buy
2,871
+617
+27% +$68.2K 0.27% 75
2024
Q4
$242K Sell
2,254
-79
-3% -$9.24K 0.17% 122
2024
Q3
$273K Buy
2,333
+282
+14% +$32.6K 0.2% 110
2024
Q2
$236K Buy
+2,051
New +$239K 0.19% 113

Other funds holding XOM

M3 Advisory Group's XOM Position: Q1 2026 in Review

M3 Advisory Group increased its ExxonMobil (XOM) stake by 8.4% in Q1 2026, buying an estimated $44.5K and bringing the position to 3,942 shares worth $669K. The position accounts for 0.41% of the portfolio, ranked #49.

M3 Advisory Group first reported a position in XOM in Q2 2024 and has held it in 8 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • M3 Advisory Group held 3,942 shares of ExxonMobil worth $669K as of Q1 2026.
  • M3 Advisory Group bought 305 ExxonMobil shares in Q1 2026, an estimated $44.5K.
  • ExxonMobil made up 0.41% of M3 Advisory Group's portfolio in Q1 2026, its #49 holding.
  • M3 Advisory Group first reported a position in ExxonMobil in Q2 2024 and has held it in 8 quarters since.
  • 4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.