Mindset Wealth Management’s ExxonMobil XOM Stock Holding History

Mindset Wealth Management’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	$2.93M	Sell	18,032 -101	-0.6%	-$15.8K	0.52%	18
2026 Q2	$2.48M	Buy	18,133 +152	+0.8%	+$22.7K	0.48%	19
2026 Q1	$3.05M	Buy	17,981 +2,975	+20%	+$434K	0.82%	10
2025 Q4	$1.81M	Buy	15,006 +389	+3%	+$45.1K	0.47%	20
2025 Q3	$1.65M	Buy	14,617 +1	+0%	+$111	0.45%	21
2025 Q2	$1.58M	Buy	14,616 +365	+3%	+$39K	0.52%	15
2025 Q1	$1.69M	Buy	14,251 +3,510	+33%	+$388K	0.66%	13
2024 Q4	$1.16M	Buy	10,741 +7,311	+213%	+$855K	0.42%	17
2024 Q3	$402K	Buy	+3,430	New	+$396K	0.17%	74

Other funds holding XOM

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Mindset Wealth Management's XOM Position: Q3 2026 in Review

Mindset Wealth Management reduced its ExxonMobil (XOM) stake by 0.56% in Q3 2026, selling an estimated $15.8K and leaving 18,032 shares worth $2.93M. The position accounts for 0.52% of the portfolio, ranked #18.

Mindset Wealth Management first reported a position in XOM in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.05M in Q1 2026. 959 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Mindset Wealth Management held 18,032 shares of ExxonMobil worth $2.93M as of Q3 2026.
Mindset Wealth Management sold 101 ExxonMobil shares in Q3 2026, an estimated $15.8K.
ExxonMobil made up 0.52% of Mindset Wealth Management's portfolio in Q3 2026, its #18 holding.
Mindset Wealth Management first reported a position in ExxonMobil in Q3 2024 and has held it in 9 quarters since.
Mindset Wealth Management's ExxonMobil position peaked at $3.05M in Q1 2026.
959 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

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