Maia Wealth’s ExxonMobil XOM Stock Holding History

Maia Wealth’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	$2.69M	Buy	16,528 +1,102	+7%	+$172K	0.37%	78
2026 Q2	$2.11M	Buy	15,426 +756	+5%	+$113K	0.31%	95
2026 Q1	$2.49M	Buy	14,670 +999	+7%	+$146K	0.42%	68
2025 Q4	$2.05M	Buy	13,671 +1,295	+10%	+$150K	0.35%	84
2025 Q3	$1.46M	Buy	12,376 +1,644	+15%	+$183K	0.25%	109
2025 Q2	$1.16M	Buy	10,732 +1,611	+18%	+$172K	0.22%	119
2025 Q1	$943K	Sell	9,121 -379	-4%	-$41.9K	0.21%	114
2024 Q4	$1.05M	Buy	9,500 +1,224	+15%	+$143K	0.23%	99
2024 Q3	$990K	Buy	8,276 +1,467	+22%	+$169K	0.24%	87
2024 Q2	$784K	Buy	+6,809	New	+$793K	0.24%	89
2023 Q4	$558K	Buy	+5,585	New	+$587K	0.23%	86

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

Asset Management One Tokyo, Japan $40B AUM 30.45% 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

Maia Wealth's XOM Position: Q3 2026 in Review

Maia Wealth increased its ExxonMobil (XOM) stake by 7.1% in Q3 2026, buying an estimated $172K and bringing the position to 16,528 shares worth $2.69M. The position accounts for 0.37% of the portfolio, ranked #78.

Maia Wealth first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. 1,655 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Maia Wealth held 16,528 shares of ExxonMobil worth $2.69M as of Q3 2026.
Maia Wealth bought 1,102 ExxonMobil shares in Q3 2026, an estimated $172K.
ExxonMobil made up 0.37% of Maia Wealth's portfolio in Q3 2026, its #78 holding.
Maia Wealth first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
1,655 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.