Penney Financial
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Penney Financial’s ExxonMobil XOM Stock Holding History

Penney Financial’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 		$277K Buy
1,705
+8
+0.5% +$1.25K 0.08% 37
2026
Q2 		$232K Hold
1,697
– – 0.08% 46
2026
Q1 		$288K Sell
1,697
-490
-22% -$71.5K 0.11% 38
2025
Q4 		$263K Buy
2,187
+161
+8% +$18.7K 0.1% 41
2025
Q3 		$228K Buy
+2,026
New +$225K 0.1% 44

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
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
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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Penney Financial's XOM Position: Q3 2026 in Review

Penney Financial increased its ExxonMobil (XOM) stake by 0.47% in Q3 2026, buying an estimated $1.25K and bringing the position to 1,705 shares worth $277K. The position accounts for 0.08% of the portfolio, ranked #37.

Penney Financial first reported a position in XOM in Q3 2025 and has held it in 5 quarters since. The position peaked at $288K in Q1 2026. 3,388 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Penney Financial held 1,705 shares of ExxonMobil worth $277K as of Q3 2026.
  • Penney Financial bought 8 ExxonMobil shares in Q3 2026, an estimated $1.25K.
  • ExxonMobil made up 0.08% of Penney Financial's portfolio in Q3 2026, its #37 holding.
  • Penney Financial first reported a position in ExxonMobil in Q3 2025 and has held it in 5 quarters since.
  • Penney Financial's ExxonMobil position peaked at $288K in Q1 2026.
  • 3,388 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Penney Financial's 13F filing for Q3 2026, filed 20 Oct 2026.