MBA Advisors
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MBA Advisors’s ExxonMobil XOM Stock Holding History

MBA 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 		$2M Sell
12,294
-331
-3% -$51.8K 0.65% 30
2026
Q2 		$1.73M Sell
12,625
-106
-0.8% -$15.9K 0.58% 33
2026
Q1 		$2.16M Buy
12,731
+7
+0.1% +$1.02K 0.83% 26
2025
Q4 		$1.53M Buy
12,724
+23
+0.2% +$2.67K 0.62% 34
2025
Q3 		$1.43M Buy
12,701
+142
+1% +$15.8K 0.61% 34
2025
Q2 		$1.35M Buy
12,559
+153
+1% +$16.4K 0.62% 35
2025
Q1 		$1.48M Buy
12,406
+101
+0.8% +$11.2K 0.73% 31
2024
Q4 		$1.32M Sell
12,305
-3,329
-21% -$389K 0.66% 35
2024
Q3 		$1.83M Buy
15,634
+400
+3% +$46.2K 0.88% 31
2024
Q2 		$1.75M Buy
15,234
+127
+0.8% +$14.8K 0.9% 28
2024
Q1 		$1.76M Sell
15,107
-118
-0.8% -$12.3K 0.91% 30
2023
Q4 		$1.52M Buy
15,225
+6
+0% +$631 0.85% 30
2023
Q3 		$1.79M Buy
15,219
+305
+2% +$33.5K 1.1% 25
2023
Q2 		$1.6M Sell
14,914
-1,182
-7% -$129K 0.96% 31
2023
Q1 		$1.77M Buy
16,096
+5
+0% +$553 1.1% 26
2022
Q4 		$1.77M Buy
16,091
+55
+0.3% +$5.89K 1.16% 26
2022
Q3 		$1.4M Sell
16,036
-1,198
-7% -$109K 1.01% 30
2022
Q2 		$1.48M Sell
17,234
-82
-0.5% -$7.4K 1.01% 28
2022
Q1 		$1.43M Sell
17,316
-147
-0.8% -$11.4K 0.89% 31
2021
Q4 		$1.07M Buy
17,463
+4,641
+36% +$290K 0.66% 42
2021
Q3 		$754K Buy
12,822
+587
+5% +$33.5K 0.56% 49
2021
Q2 		$772K Buy
12,235
+1,875
+18% +$112K 0.36% 49
2021
Q1 		$578K Buy
+10,360
New +$543K 0.32% 63

Other funds holding XOM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MBA Advisors's XOM Position: Q3 2026 in Review

MBA Advisors reduced its ExxonMobil (XOM) stake by 2.6% in Q3 2026, selling an estimated $51.8K and leaving 12,294 shares worth $2M. The position accounts for 0.65% of the portfolio, ranked #30.

MBA Advisors first reported a position in XOM in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.16M in Q1 2026. 2,828 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • MBA Advisors held 12,294 shares of ExxonMobil worth $2M as of Q3 2026.
  • MBA Advisors sold 331 ExxonMobil shares in Q3 2026, an estimated $51.8K.
  • ExxonMobil made up 0.65% of MBA Advisors's portfolio in Q3 2026, its #30 holding.
  • MBA Advisors first reported a position in ExxonMobil in Q1 2021 and has held it in 23 quarters since.
  • MBA Advisors's ExxonMobil position peaked at $2.16M in Q1 2026.
  • 2,828 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.