PFW Advisors
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PFW Advisors’s ExxonMobil XOM Stock Holding History

PFW Advisors’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 		$331K Buy
2,036
+53
+3% +$8.29K 0.1% 94
2026
Q2 		$271K Buy
1,983
+45
+2% +$6.74K 0.08% 106
2026
Q1 		$329K Buy
1,938
+3
+0.2% +$438 0.1% 95
2025
Q4 		$233K Sell
1,935
-292
-13% -$33.9K 0.07% 111
2025
Q3 		$251K Sell
2,227
-160
-7% -$17.8K 0.07% 112
2025
Q2 		$257K Sell
2,387
-657
-22% -$70.2K 0.08% 106
2025
Q1 		$362K Buy
3,044
+611
+25% +$67.6K 0.11% 95
2024
Q4 		$262K Buy
+2,433
New +$285K 0.08% 105
2024
Q2 		$340K Buy
2,955
+559
+23% +$65.1K 0.11% 96
2024
Q1 		$279K Sell
2,396
-1,019
-30% -$107K 0.09% 105
2023
Q4 		$341K Buy
+3,415
New +$359K 0.11% 97
2019
Q3 		$317K Buy
+2,704
New +$196K 0.1% 103

Other funds holding XOM

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
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
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PFW Advisors's XOM Position: Q3 2026 in Review

PFW Advisors increased its ExxonMobil (XOM) stake by 2.7% in Q3 2026, buying an estimated $8.29K and bringing the position to 2,036 shares worth $331K. The position accounts for 0.1% of the portfolio, ranked #94.

PFW Advisors first reported a position in XOM in Q3 2019 and has held it in 12 quarters since. The position peaked at $362K in Q1 2025. 3,198 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • PFW Advisors held 2,036 shares of ExxonMobil worth $331K as of Q3 2026.
  • PFW Advisors bought 53 ExxonMobil shares in Q3 2026, an estimated $8.29K.
  • ExxonMobil made up 0.1% of PFW Advisors's portfolio in Q3 2026, its #94 holding.
  • PFW Advisors first reported a position in ExxonMobil in Q3 2019 and has held it in 12 quarters since.
  • PFW Advisors's ExxonMobil position peaked at $362K in Q1 2025.
  • 3,198 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.