Parkshore Wealth Management’s ExxonMobil XOM Stock Holding History

Parkshore Wealth Management’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	$211K	Sell	1,294 -812	-39%	-$127K	0.05%	68
2026 Q2	$288K	Buy	2,106 +6	+0.3%	+$898	0.08%	60
2026 Q1	$356K	Buy	2,100 +67	+3%	+$9.8K	0.12%	50
2025 Q4	$245K	Buy	2,033 +11	+0.5%	+$1.28K	0.09%	61
2025 Q3	$228K	Buy	2,022 +4	+0.2%	+$445	0.09%	64
2025 Q2	$218K	Buy	2,018 +3	+0.1%	+$321	0.11%	61
2025 Q1	$240K	Hold	2,015	–	–	0.14%	59
2024 Q4	$217K	Buy	+2,015	New	+$236K	0.13%	64

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

Parkshore Wealth Management's XOM Position: Q3 2026 in Review

Parkshore Wealth Management reduced its ExxonMobil (XOM) stake by 39% in Q3 2026, selling an estimated $127K and leaving 1,294 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #68.

Parkshore Wealth Management first reported a position in XOM in Q4 2024 and has held it in 8 quarters since. The position peaked at $356K in Q1 2026. 2,828 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Parkshore Wealth Management held 1,294 shares of ExxonMobil worth $211K as of Q3 2026.
Parkshore Wealth Management sold 812 ExxonMobil shares in Q3 2026, an estimated $127K.
ExxonMobil made up 0.05% of Parkshore Wealth Management's portfolio in Q3 2026, its #68 holding.
Parkshore Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 8 quarters since.
Parkshore Wealth Management's ExxonMobil position peaked at $356K in Q1 2026.
2,828 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Parkshore Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.