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MJT & Associates Financial Advisory’s ExxonMobil XOM Stock Holding History

MJT & Associates Financial Advisory’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 		$21.3K Sell
131
-23
-15% -$3.6K 0.01% 113
2026
Q2 		$21.1K Buy
154
+23
+18% +$3.44K 0.01% 126
2026
Q1 		$22.2K Hold
131
– – 0.02% 116
2025
Q4 		$15.8K Sell
131
-2
-2% -$232 0.01% 140
2025
Q3 		$15K Buy
133
+122
+1,109% +$13.6K 0.01% 153
2025
Q2 		$1.19K Sell
11
-101
-90% -$10.8K ﹤0.01% 420
2025
Q1 		$13.3K Buy
+112
New +$12.4K 0.01% 185

Other funds holding XOM

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 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
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
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MJT & Associates Financial Advisory's XOM Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its ExxonMobil (XOM) stake by 15% in Q3 2026, selling an estimated $3.6K and leaving 131 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #113.

MJT & Associates Financial Advisory first reported a position in XOM in Q1 2025 and has held it in 7 quarters since. The position peaked at $22.2K in Q1 2026. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • MJT & Associates Financial Advisory held 131 shares of ExxonMobil worth $21.3K as of Q3 2026.
  • MJT & Associates Financial Advisory sold 23 ExxonMobil shares in Q3 2026, an estimated $3.6K.
  • ExxonMobil made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #113 holding.
  • MJT & Associates Financial Advisory first reported a position in ExxonMobil in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's ExxonMobil position peaked at $22.2K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.