Olistico Wealth’s ExxonMobil XOM Stock Holding History

Olistico Wealth’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	$1.54M	Sell	9,485 -24	-0.3%	-$3.75K	0.65%	35
2026 Q2	$1.3M	Buy	9,509 +1	+0%	+$150	0.56%	40
2026 Q1	$1.61M	Buy	9,508 +1,640	+21%	+$239K	0.79%	29
2025 Q4	$947K	Buy	7,868 +781	+11%	+$90.6K	0.46%	44
2025 Q3	$799K	Sell	7,087 -143	-2%	-$15.9K	0.42%	48
2025 Q2	$779K	Buy	7,230 +1,065	+17%	+$114K	0.43%	46
2025 Q1	$733K	Sell	6,165 -1,000	-14%	-$111K	0.45%	43
2024 Q4	$771K	Sell	7,165 -4	-0.1%	-$468	0.45%	41
2024 Q3	$840K	Buy	7,169 +17	+0.2%	+$1.96K	0.51%	37
2024 Q2	$823K	Buy	7,152 +2,849	+66%	+$332K	0.53%	38
2024 Q1	$500K	Sell	4,303 -1,111	-21%	-$116K	0.36%	60
2023 Q4	$541K	Buy	5,414 +172	+3%	+$18.1K	0.42%	56
2023 Q3	$616K	Sell	5,242 -40	-0.8%	-$4.39K	0.55%	47
2023 Q2	$566K	Sell	5,282 -1,098	-17%	-$120K	0.48%	54
2023 Q1	$700K	Sell	6,380 -5,358	-46%	-$593K	0.67%	39
2022 Q4	$1.29M	Buy	+11,738	New	+$1.26M	1.4%	13

Other funds holding XOM

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 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

Olistico Wealth's XOM Position: Q3 2026 in Review

Olistico Wealth reduced its ExxonMobil (XOM) stake by 0.25% in Q3 2026, selling an estimated $3.75K and leaving 9,485 shares worth $1.54M. The position accounts for 0.65% of the portfolio, ranked #35.

Olistico Wealth first reported a position in XOM in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.61M in Q1 2026. 1,522 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Olistico Wealth held 9,485 shares of ExxonMobil worth $1.54M as of Q3 2026.
Olistico Wealth sold 24 ExxonMobil shares in Q3 2026, an estimated $3.75K.
ExxonMobil made up 0.65% of Olistico Wealth's portfolio in Q3 2026, its #35 holding.
Olistico Wealth first reported a position in ExxonMobil in Q4 2022 and has held it in 16 quarters since.
Olistico Wealth's ExxonMobil position peaked at $1.61M in Q1 2026.
1,522 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.