Partners Wealth Management’s ExxonMobil XOM Stock Holding History

Partners 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	$3.32M	Buy	+20,381	New	+$3.19M	0.35%	63
2026 Q2	–	Sell	-12,107	Closed	-$2.05M	–	115
2026 Q1	$2.05M	Sell	12,107 -20	-0.2%	-$2.92K	2.12%	10
2025 Q4	$1.46M	Sell	12,127 -148	-1%	-$17.2K	1.52%	15
2025 Q3	$1.38M	Sell	12,275 -3	-0%	-$333	1.37%	17
2025 Q2	$1.46M	Hold	12,278	–	–	1.66%	13
2025 Q1	$1.46M	Buy	12,278 +41	+0.3%	+$4.53K	1.66%	13
2024 Q4	$1.32M	Buy	+12,237	New	+$1.43M	1.5%	19

Other funds holding XOM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

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

Partners Wealth Management opened a new position in ExxonMobil (XOM) in Q3 2026: 20,381 shares worth $3.32M. The stake represents 0.35% of the portfolio and ranks #63 among its holdings. This is a return to the name: Partners Wealth Management previously reported a position in XOM as recently as Q1 2026.

Partners Wealth Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. 3,198 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Partners Wealth Management held 20,381 shares of ExxonMobil worth $3.32M as of Q3 2026.
ExxonMobil was a new Partners Wealth Management position in Q3 2026.
ExxonMobil made up 0.35% of Partners Wealth Management's portfolio in Q3 2026, its #63 holding.
Partners Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
3,198 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.