Northstar Advisory Group
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Northstar Advisory Group’s ExxonMobil XOM Stock Holding History

Northstar 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 		$5.72M Buy
35,133
+53
+0.2% +$8.29K 1.74% 15
2026
Q2 		$4.8M Sell
35,080
-14,775
-30% -$2.21M 1.49% 17
2026
Q1 		$8.46M Sell
49,855
-1,192
-2% -$174K 3.15% 8
2025
Q4 		$6.14M Buy
51,047
+30,478
+148% +$3.53M 2.18% 12
2025
Q3 		$2.32M Buy
20,569
+873
+4% +$97K 0.95% 33
2025
Q2 		$2.12M Sell
19,696
-71
-0.4% -$7.59K 1.04% 29
2025
Q1 		$2.35M Sell
19,767
-73
-0.4% -$8.07K 1.54% 23
2024
Q4 		$2.13M Sell
19,840
-68
-0.3% -$7.95K 1.09% 30
2024
Q3 		$2.33M Buy
19,908
+102
+0.5% +$11.8K 1.21% 27
2024
Q2 		$2.28M Buy
19,806
+81
+0.4% +$9.43K 1.31% 21
2024
Q1 		$2.34M Buy
19,725
+1,170
+6% +$122K 1.41% 23
2023
Q4 		$1.86M Sell
18,555
-204
-1% -$21.4K 1.1% 26
2023
Q3 		$2.21M Sell
18,759
-276
-1% -$30.3K 1.61% 15
2023
Q2 		$2.04M Buy
19,035
+550
+3% +$60K 1.34% 25
2023
Q1 		$2.03M Buy
18,485
+139
+0.8% +$15.4K 1.52% 14
2022
Q4 		$2.02M Sell
18,346
-170
-0.9% -$18.2K 1.6% 10
2022
Q3 		$1.62M Sell
18,516
-124
-0.7% -$11.3K 1.45% 14
2022
Q2 		$1.6M Buy
18,640
+328
+2% +$29.6K 1.19% 13
2022
Q1 		$1.51M Sell
18,312
-477
-3% -$37.1K 0.97% 25
2021
Q4 		$1.15M Buy
+18,789
New +$1.17M 0.68% 30
2021
Q3 		– Sell
-16,729
Closed -$1.06M – 143
2021
Q2 		$1.06M Buy
16,729
+2,035
+14% +$121K 0.66% 43
2021
Q1 		$820K Buy
14,694
+1,914
+15% +$100K 0.63% 42
2020
Q4 		$527K Buy
+12,780
New +$479K 0.44% 49

Other funds holding XOM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Northstar Advisory Group's XOM Position: Q3 2026 in Review

Northstar Advisory Group increased its ExxonMobil (XOM) stake by 0.15% in Q3 2026, buying an estimated $8.29K and bringing the position to 35,133 shares worth $5.72M. The position accounts for 1.74% of the portfolio, ranked #15.

Northstar Advisory Group first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.46M in Q1 2026. 3,607 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Northstar Advisory Group held 35,133 shares of ExxonMobil worth $5.72M as of Q3 2026.
  • Northstar Advisory Group bought 53 ExxonMobil shares in Q3 2026, an estimated $8.29K.
  • ExxonMobil made up 1.74% of Northstar Advisory Group's portfolio in Q3 2026, its #15 holding.
  • Northstar Advisory Group first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Northstar Advisory Group's ExxonMobil position peaked at $8.46M in Q1 2026.
  • 3,607 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Northstar Advisory Group's 13F filing for Q3 2026, filed 12 Nov 2026.