Mitchell & Pahl Private Wealth
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Mitchell & Pahl Private Wealth’s ExxonMobil XOM Stock Holding History

Mitchell & Pahl Private 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 		$5.18M Sell
31,814
-142
-0.4% -$22.2K 1.87% 7
2026
Q2 		$4.37M Buy
31,956
+240
+0.8% +$35.9K 1.61% 10
2026
Q1 		$5.38M Sell
31,716
-309
-1% -$45.1K 2.18% 4
2025
Q4 		$3.85M Buy
32,025
+368
+1% +$42.7K 1.6% 5
2025
Q3 		$3.57M Sell
31,657
-103
-0.3% -$11.4K 1.5% 8
2025
Q2 		$3.42M Buy
31,760
+582
+2% +$62.2K 1.51% 7
2025
Q1 		$3.71M Buy
31,178
+173
+0.6% +$19.1K 1.73% 5
2024
Q4 		$3.34M Buy
31,005
+396
+1% +$46.3K 1.56% 7
2024
Q3 		$3.59M Buy
30,609
+2,199
+8% +$254K 1.67% 6
2024
Q2 		$3.27M Sell
28,410
-217
-0.8% -$25.3K 1.73% 6
2024
Q1 		$3.33M Sell
28,627
-49
-0.2% -$5.13K 1.75% 7
2023
Q4 		$2.87M Sell
28,676
-3,466
-11% -$364K 1.63% 7
2023
Q3 		$3.78M Buy
32,142
+670
+2% +$73.5K 2.24% 4
2023
Q2 		$3.38M Buy
31,472
+35
+0.1% +$3.82K 2.04% 5
2023
Q1 		$3.45M Sell
31,437
-225
-0.7% -$24.9K 2.16% 4
2022
Q4 		$3.49M Sell
31,662
-366
-1% -$39.2K 2.29% 4
2022
Q3 		$2.8M Buy
32,028
+120
+0.4% +$11K 2.07% 4
2022
Q2 		$2.73M Buy
31,908
+374
+1% +$33.7K 1.9% 5
2022
Q1 		$2.6M Buy
31,534
+665
+2% +$51.7K 1.66% 9
2021
Q4 		$1.89M Buy
30,869
+431
+1% +$26.9K 1.21% 21
2021
Q3 		$1.79M Buy
30,438
+407
+1% +$23.2K 1.29% 21
2021
Q2 		$1.89M Buy
30,031
+285
+1% +$17K 1.35% 16
2021
Q1 		$1.66M Buy
29,746
+5,304
+22% +$278K 1.29% 23
2020
Q4 		$1.01M Buy
+24,442
New +$916K 0.85% 41

Other funds holding XOM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Mitchell & Pahl Private Wealth's XOM Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth reduced its ExxonMobil (XOM) stake by 0.44% in Q3 2026, selling an estimated $22.2K and leaving 31,814 shares worth $5.18M. The position accounts for 1.87% of the portfolio, ranked #7.

Mitchell & Pahl Private Wealth first reported a position in XOM in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.38M in Q1 2026. 3,198 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 31,814 shares of ExxonMobil worth $5.18M as of Q3 2026.
  • Mitchell & Pahl Private Wealth sold 142 ExxonMobil shares in Q3 2026, an estimated $22.2K.
  • ExxonMobil made up 1.87% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #7 holding.
  • Mitchell & Pahl Private Wealth first reported a position in ExxonMobil in Q4 2020 and has held it in 24 quarters since.
  • Mitchell & Pahl Private Wealth's ExxonMobil position peaked at $5.38M in Q1 2026.
  • 3,198 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.