Peterson Wealth Services’s ExxonMobil XOM Stock Holding History

Peterson Wealth 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	–	Sell	-25,371	Closed	-$3.47M	–	251
2026 Q2	$3.47M	Buy	25,371 +707	+3%	+$106K	0.76%	41
2026 Q1	$4.18M	Buy	24,664 +9	+0%	+$1.31K	1.03%	27
2025 Q4	$2.97M	Buy	24,655 +21,750	+749%	+$2.52M	0.76%	34
2025 Q3	$2.8M	Sell	2,905 -21,886	-88%	-$2.43M	0.69%	35
2025 Q2	$2.67M	Buy	24,791 +689	+3%	+$73.7K	0.73%	37
2025 Q1	$2.87M	Buy	24,102 +1,997	+9%	+$221K	0.89%	34
2024 Q4	$2.38M	Buy	22,105 +1,097	+5%	+$128K	0.71%	39
2024 Q3	$2.46M	Buy	21,008 +1,224	+6%	+$141K	0.79%	37
2024 Q2	$2.28M	Buy	19,784 +3,333	+20%	+$388K	0.8%	41
2024 Q1	$1.91M	Buy	+16,451	New	+$1.72M	0.7%	44

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 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

Peterson Wealth Services's XOM Position: Q3 2026 in Review

Peterson Wealth Services sold out of ExxonMobil (XOM) in Q3 2026, closing a stake of 25,371 shares — an estimated $3.47M sold.

Peterson Wealth Services first reported a position in XOM in Q1 2024 and held it in 10 quarters. The position peaked at $4.18M in Q1 2026. 2,105 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Peterson Wealth Services reported no remaining ExxonMobil position as of Q3 2026 after selling out during the quarter.
Peterson Wealth Services sold 25,371 ExxonMobil shares in Q3 2026, an estimated $3.47M.
Peterson Wealth Services first reported a position in ExxonMobil in Q1 2024 and held it in 10 quarters.
Peterson Wealth Services's ExxonMobil position peaked at $4.18M in Q1 2026.
2,105 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.