NWF Advisory Services’s ExxonMobil XOM Stock Holding History

NWF Advisory Services’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	$1.97M	Buy	+12,126	New	+$1.9M	0.18%	95
2026 Q2	–	Sell	-13,005	Closed	-$2.21M	–	467
2026 Q1	$2.21M	Buy	13,005 +1,325	+11%	+$193K	0.25%	76
2025 Q4	$1.41M	Buy	11,680 +347	+3%	+$40.2K	0.16%	105
2025 Q3	$1.28M	Sell	11,333 -420	-4%	-$46.7K	0.14%	115
2025 Q2	$1.27M	Sell	11,753 -3,216	-21%	-$344K	0.15%	111
2025 Q1	$1.78M	Buy	14,969 +231	+2%	+$25.5K	0.25%	75
2024 Q4	$1.59M	Buy	14,738 +836	+6%	+$97.8K	0.23%	70
2024 Q3	$1.63M	Buy	13,902 +799	+6%	+$92.3K	0.24%	77
2024 Q2	$1.51M	Sell	13,103 -636	-5%	-$74.1K	0.24%	72
2024 Q1	$1.6M	Buy	13,739 +3,623	+36%	+$379K	0.27%	71
2023 Q4	$1.01M	Buy	10,116 +108	+1%	+$11.4K	0.2%	92
2023 Q3	$1.18M	Sell	10,008 -119	-1%	-$13.1K	0.28%	71
2023 Q2	$1.09M	Hold	10,127	–	–	0.25%	78
2023 Q1	$1.09M	Buy	+10,127	New	+$1.12M	0.25%	78

Other funds holding XOM

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

NWF Advisory Services's XOM Position: Q3 2026 in Review

NWF Advisory Services opened a new position in ExxonMobil (XOM) in Q3 2026: 12,126 shares worth $1.97M. The stake represents 0.18% of the portfolio and ranks #95 among its holdings. This is a return to the name: NWF Advisory Services previously reported a position in XOM as recently as Q1 2026.

NWF Advisory Services first reported a position in XOM in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.21M in Q1 2026. 1,131 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

NWF Advisory Services held 12,126 shares of ExxonMobil worth $1.97M as of Q3 2026.
ExxonMobil was a new NWF Advisory Services position in Q3 2026.
ExxonMobil made up 0.18% of NWF Advisory Services's portfolio in Q3 2026, its #95 holding.
NWF Advisory Services first reported a position in ExxonMobil in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's ExxonMobil position peaked at $2.21M in Q1 2026.
1,131 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.