PCS
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Private Client Services’s ExxonMobil XOM Stock Holding History

Private Client 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 		$896K Buy
5,507
+1,151
+26% +$180K 0.24% 84
2026
Q2 		$596K Sell
4,356
-232
-5% -$34.7K 0.16% 119
2026
Q1 		$778K Sell
4,588
-3,067
-40% -$448K 0.23% 80
2025
Q4 		$921K Sell
7,655
-181
-2% -$21K 0.29% 68
2025
Q3 		$884K Sell
7,836
-4,574
-37% -$508K 0.3% 70
2025
Q2 		$1.34M Buy
12,410
+2,646
+27% +$283K 0.52% 51
2025
Q1 		$1.16M Buy
9,764
+346
+4% +$38.3K 0.57% 46
2024
Q4 		$1.01M Buy
9,418
+189
+2% +$22.1K 0.54% 50
2024
Q3 		$1.08M Buy
9,229
+40
+0.4% +$4.62K 0.58% 46
2024
Q2 		$1.06M Sell
9,189
-731
-7% -$85.1K 0.66% 42
2024
Q1 		$1.15M Buy
9,920
+467
+5% +$48.9K 0.77% 41
2023
Q4 		$945K Buy
+9,453
New +$994K 0.78% 31

Other funds holding XOM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Private Client Services's XOM Position: Q3 2026 in Review

Private Client Services increased its ExxonMobil (XOM) stake by 26% in Q3 2026, buying an estimated $180K and bringing the position to 5,507 shares worth $896K. The position accounts for 0.24% of the portfolio, ranked #84.

Private Client Services first reported a position in XOM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.34M in Q2 2025. 394 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Private Client Services held 5,507 shares of ExxonMobil worth $896K as of Q3 2026.
  • Private Client Services bought 1,151 ExxonMobil shares in Q3 2026, an estimated $180K.
  • ExxonMobil made up 0.24% of Private Client Services's portfolio in Q3 2026, its #84 holding.
  • Private Client Services first reported a position in ExxonMobil in Q4 2023 and has held it in 12 quarters since.
  • Private Client Services's ExxonMobil position peaked at $1.34M in Q2 2025.
  • 394 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.