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Puff Wealth Management’s ExxonMobil XOM Stock Holding History

Puff Wealth Management’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 		$744K Sell
4,571
-42
-0.9% -$6.57K 0.7% 37
2026
Q2 		$631K Buy
+4,613
New +$690K 0.64% 42
2025
Q4 		$528K Buy
4,308
+48
+1% +$5.57K 0.68% 45
2025
Q3 		$480K Sell
4,260
-23
-0.5% -$2.56K 0.73% 39
2025
Q2 		$462K Buy
4,283
+55
+1% +$5.88K 0.34% 64
2025
Q1 		$503K Buy
4,228
+59
+1% +$6.53K 0.47% 54
2024
Q4 		$448K Buy
+4,169
New +$488K 0.78% 38

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
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 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

Puff Wealth Management's XOM Position: Q3 2026 in Review

Puff Wealth Management reduced its ExxonMobil (XOM) stake by 0.91% in Q3 2026, selling an estimated $6.57K and leaving 4,571 shares worth $744K. The position accounts for 0.7% of the portfolio, ranked #37.

Puff Wealth Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. 469 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Puff Wealth Management held 4,571 shares of ExxonMobil worth $744K as of Q3 2026.
  • Puff Wealth Management sold 42 ExxonMobil shares in Q3 2026, an estimated $6.57K.
  • ExxonMobil made up 0.7% of Puff Wealth Management's portfolio in Q3 2026, its #37 holding.
  • Puff Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • 469 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.