Navalign LLC’s ExxonMobil XOM Stock Holding History

Navalign LLC’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	$207K	Buy	+1,269	New	+$198K	0.05%	120
2026 Q1	–	Sell	-834	Closed	-$100K	–	490
2025 Q4	$100K	Buy	+834	New	+$96.7K	0.02%	154
2024 Q4	–	Sell	-2,005	Closed	-$235K	–	123
2024 Q3	$235K	Buy	2,005 +266	+15%	+$30.7K	0.07%	110
2024 Q2	$200K	Buy	+1,739	New	+$203K	0.06%	113
2024 Q1	–	Sell	-2,393	Closed	-$239K	–	127
2023 Q4	$239K	Buy	2,393 +111	+5%	+$11.7K	0.08%	120
2023 Q3	$268K	Sell	2,282 -643	-22%	-$70.5K	0.1%	123
2023 Q2	$314K	Sell	2,925 -356	-11%	-$38.8K	0.13%	97
2023 Q1	$360K	Buy	3,281 +983	+43%	+$109K	0.15%	93
2022 Q4	$254K	Buy	+2,298	New	+$246K	0.1%	115

Other funds holding XOM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Navalign LLC's XOM Position: Q3 2026 in Review

Navalign LLC opened a new position in ExxonMobil (XOM) in Q3 2026: 1,269 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #120 among its holdings. This is a return to the name: Navalign LLC previously reported a position in XOM as recently as Q4 2025.

Navalign LLC first reported a position in XOM in Q4 2022 and has held it in 9 quarters since. The position peaked at $360K in Q1 2023. 3,198 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Navalign LLC held 1,269 shares of ExxonMobil worth $207K as of Q3 2026.
ExxonMobil was a new Navalign LLC position in Q3 2026.
ExxonMobil made up 0.05% of Navalign LLC's portfolio in Q3 2026, its #120 holding.
Navalign LLC first reported a position in ExxonMobil in Q4 2022 and has held it in 9 quarters since.
Navalign LLC's ExxonMobil position peaked at $360K in Q1 2023.
3,198 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.