MSA
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McAlister Sweet & Associates’s ExxonMobil XOM Stock Holding History

McAlister Sweet & Associates’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 		$5.41M Sell
33,267
-5,427
-14% -$849K 3.42% 10
2026
Q2 		$5.29M Buy
38,694
+5,470
+16% +$819K 2.83% 13
2026
Q1 		$5.64M Sell
33,224
-2,160
-6% -$315K 3.51% 9
2025
Q4 		$4.26M Sell
35,384
-1,052
-3% -$122K 3.23% 10
2025
Q3 		$4.11M Buy
36,436
+807
+2% +$89.7K 2.71% 11
2025
Q2 		$3.84M Sell
35,629
-5,376
-13% -$575K 3.41% 10
2025
Q1 		$4.88M Sell
41,005
-7,146
-15% -$790K 3.69% 10
2024
Q4 		$5.18M Buy
48,151
+7,892
+20% +$923K 3.69% 8
2024
Q3 		$4.72M Sell
40,259
-8,168
-17% -$943K 3.9% 11
2024
Q2 		$5.57M Buy
48,427
+8,103
+20% +$944K 4% 6
2024
Q1 		$4.69M Sell
40,324
-9,742
-19% -$1.02M 3.68% 8
2023
Q4 		$5.01M Buy
50,066
+7,582
+18% +$797K 4.65% 7
2023
Q3 		$5M Sell
42,484
-13,028
-23% -$1.43M 4.25% 5
2023
Q2 		$5.95M Sell
55,512
-1,825
-3% -$199K 5.12% 4
2023
Q1 		$6.29M Sell
57,337
-1,601
-3% -$177K 6.91% 4
2022
Q4 		$6.5M Buy
58,938
+1,187
+2% +$127K 9.63% 3
2022
Q3 		$5.04M Buy
57,751
+2,289
+4% +$209K 5.39% 6
2022
Q2 		$4.75M Buy
55,462
+4,408
+9% +$398K 4.82% 6
2022
Q1 		$4.22M Sell
51,054
-4,459
-8% -$347K 4.48% 7
2021
Q4 		$3.4M Buy
+55,513
New +$3.47M 2.96% 10

Other funds holding XOM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

McAlister Sweet & Associates's XOM Position: Q3 2026 in Review

McAlister Sweet & Associates reduced its ExxonMobil (XOM) stake by 14% in Q3 2026, selling an estimated $849K and leaving 33,267 shares worth $5.41M. The position accounts for 3.42% of the portfolio, ranked #10.

McAlister Sweet & Associates first reported a position in XOM in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.5M in Q4 2022. 317 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • McAlister Sweet & Associates held 33,267 shares of ExxonMobil worth $5.41M as of Q3 2026.
  • McAlister Sweet & Associates sold 5,427 ExxonMobil shares in Q3 2026, an estimated $849K.
  • ExxonMobil made up 3.42% of McAlister Sweet & Associates's portfolio in Q3 2026, its #10 holding.
  • McAlister Sweet & Associates first reported a position in ExxonMobil in Q4 2021 and has held it in 20 quarters since.
  • McAlister Sweet & Associates's ExxonMobil position peaked at $6.5M in Q4 2022.
  • 317 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on McAlister Sweet & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.