Prota Financial
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Prota Financial’s ExxonMobil XOM Stock Holding History

Prota 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 		$343K Sell
2,096
-48
-2% -$7.5K 0.22% 58
2026
Q2 		$292K Sell
2,144
-332
-13% -$49.7K 0.19% 58
2026
Q1 		$420K Sell
2,476
-413
-14% -$60.3K 0.3% 53
2025
Q4 		$348K Buy
+2,889
New +$335K 0.25% 52

Other funds holding XOM

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Prota Financial's XOM Position: Q3 2026 in Review

Prota Financial reduced its ExxonMobil (XOM) stake by 2.2% in Q3 2026, selling an estimated $7.5K and leaving 2,096 shares worth $343K. The position accounts for 0.22% of the portfolio, ranked #58.

Prota Financial first reported a position in XOM in Q4 2025 and has held it in 4 quarters since. The position peaked at $420K in Q1 2026. 1,884 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Prota Financial held 2,096 shares of ExxonMobil worth $343K as of Q3 2026.
  • Prota Financial sold 48 ExxonMobil shares in Q3 2026, an estimated $7.5K.
  • ExxonMobil made up 0.22% of Prota Financial's portfolio in Q3 2026, its #58 holding.
  • Prota Financial first reported a position in ExxonMobil in Q4 2025 and has held it in 4 quarters since.
  • Prota Financial's ExxonMobil position peaked at $420K in Q1 2026.
  • 1,884 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.