Net Worth Advisory Group’s ExxonMobil XOM Stock Holding History

Net Worth Advisory Group’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	$1.45M	Buy	+8,847	New	+$1.38M	0.37%	52
2026 Q2	–	Sell	-8,976	Closed	-$1.52M	–	476
2026 Q1	$1.52M	Sell	8,976 -124	-1%	-$18.1K	0.32%	67
2025 Q4	$1.1M	Sell	9,100 -86	-0.9%	-$10K	0.22%	77
2025 Q3	$1.04M	Sell	9,186 -3,595	-28%	-$400K	0.3%	64
2025 Q2	$1.38M	Buy	12,781 +4,925	+63%	+$526K	0.31%	72
2025 Q1	$934K	Sell	7,856 -1,529	-16%	-$169K	0.29%	61
2024 Q4	$1.01M	Sell	9,385 -1,461	-13%	-$171K	0.31%	53
2024 Q3	$1.27M	Buy	+10,846	New	+$1.25M	0.38%	43

Other funds holding XOM

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Net Worth Advisory Group's XOM Position: Q3 2026 in Review

Net Worth Advisory Group opened a new position in ExxonMobil (XOM) in Q3 2026: 8,847 shares worth $1.45M. The stake represents 0.37% of the portfolio and ranks #52 among its holdings. This is a return to the name: Net Worth Advisory Group previously reported a position in XOM as recently as Q1 2026.

Net Worth Advisory Group first reported a position in XOM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.52M in Q1 2026. 2,828 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Net Worth Advisory Group held 8,847 shares of ExxonMobil worth $1.45M as of Q3 2026.
ExxonMobil was a new Net Worth Advisory Group position in Q3 2026.
ExxonMobil made up 0.37% of Net Worth Advisory Group's portfolio in Q3 2026, its #52 holding.
Net Worth Advisory Group first reported a position in ExxonMobil in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's ExxonMobil position peaked at $1.52M in Q1 2026.
2,828 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.