Procyon Advisors
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Procyon Advisors’s ExxonMobil XOM Stock Holding History

Procyon 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 		$8.8M Sell
54,062
-184
-0.3% -$28.8K 0.37% 60
2026
Q2 		$7.42M Sell
54,246
-6,106
-10% -$914K 0.32% 77
2026
Q1 		$10.2M Buy
60,352
+10,113
+20% +$1.48M 0.5% 44
2025
Q4 		$6.05M Buy
50,239
+2,568
+5% +$298K 0.3% 77
2025
Q3 		$5.37M Sell
47,671
-3,979
-8% -$442K 0.32% 68
2025
Q2 		$5.57M Sell
51,650
-47,533
-48% -$5.08M 0.52% 47
2025
Q1 		$11.7M Buy
99,183
+7,989
+9% +$884K 0.71% 31
2024
Q4 		$9.8M Buy
91,194
+7,833
+9% +$916K 0.62% 37
2024
Q3 		$9.8M Buy
83,361
+5,060
+6% +$584K 0.67% 35
2024
Q2 		$9.01M Buy
78,301
+27,294
+54% +$3.18M 0.67% 38
2024
Q1 		$5.93M Buy
51,007
+9,055
+22% +$947K 0.46% 53
2023
Q4 		$4.19M Buy
41,952
+23,160
+123% +$2.43M 0.36% 67
2023
Q3 		$2.21M Buy
18,792
+698
+4% +$76.6K 0.23% 111
2023
Q2 		$1.94M Sell
18,094
-1,112
-6% -$121K 0.24% 101
2023
Q1 		$2.11M Buy
19,206
+1,343
+8% +$149K 0.35% 67
2022
Q4 		$1.97M Sell
17,863
-1,339
-7% -$143K 0.36% 63
2022
Q3 		$1.68M Sell
19,202
-6,149
-24% -$561K 0.41% 54
2022
Q2 		$2.17M Sell
25,351
-4,039
-14% -$364K 0.48% 49
2022
Q1 		$2.43M Sell
29,390
-3,502
-11% -$272K 0.5% 46
2021
Q4 		$2.01M Buy
32,892
+4,600
+16% +$287K 0.43% 50
2021
Q3 		$1.66M Buy
28,292
+778
+3% +$44.3K 0.42% 56
2021
Q2 		$1.74M Buy
27,514
+16,374
+147% +$978K 0.47% 52
2021
Q1 		$622K Buy
11,140
+3,978
+56% +$209K 0.28% 87
2020
Q4 		$295K Sell
7,162
-3,692
-34% -$138K 0.14% 167
2020
Q3 		$373K Buy
10,854
+47
+0.4% +$1.92K 0.21% 113
2020
Q2 		$483K Buy
10,807
+288
+3% +$12.9K 0.26% 86
2020
Q1 		$399K Buy
10,519
+863
+9% +$47.7K 0.27% 82
2019
Q4 		$674K Buy
+9,656
New +$668K 0.41% 57

Other funds holding XOM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Procyon Advisors's XOM Position: Q3 2026 in Review

Procyon Advisors reduced its ExxonMobil (XOM) stake by 0.34% in Q3 2026, selling an estimated $28.8K and leaving 54,062 shares worth $8.8M. The position accounts for 0.37% of the portfolio, ranked #60.

Procyon Advisors first reported a position in XOM in Q4 2019 and has held it in 28 quarters since. The position peaked at $11.7M in Q1 2025. 2,484 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Procyon Advisors held 54,062 shares of ExxonMobil worth $8.8M as of Q3 2026.
  • Procyon Advisors sold 184 ExxonMobil shares in Q3 2026, an estimated $28.8K.
  • ExxonMobil made up 0.37% of Procyon Advisors's portfolio in Q3 2026, its #60 holding.
  • Procyon Advisors first reported a position in ExxonMobil in Q4 2019 and has held it in 28 quarters since.
  • Procyon Advisors's ExxonMobil position peaked at $11.7M in Q1 2025.
  • 2,484 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.