Quantum Financial Partners
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Quantum Financial Partners’s ExxonMobil XOM Stock Holding History

Quantum Financial Partners’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 		$816K Sell
5,014
-618
-11% -$96.6K 0.42% 57
2026
Q2 		$770K Buy
+5,632
New +$843K 0.39% 56

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JP Morgan Chase
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Franklin Resources
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
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Capital Research Global Investors
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Quantum Financial Partners's XOM Position: Q3 2026 in Review

Quantum Financial Partners reduced its ExxonMobil (XOM) stake by 11% in Q3 2026, selling an estimated $96.6K and leaving 5,014 shares worth $816K. The position accounts for 0.42% of the portfolio, ranked #57.

Quantum Financial Partners first reported a position in XOM in Q2 2026 and has held it in 2 quarters since. 3,899 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Quantum Financial Partners held 5,014 shares of ExxonMobil worth $816K as of Q3 2026.
  • Quantum Financial Partners sold 618 ExxonMobil shares in Q3 2026, an estimated $96.6K.
  • ExxonMobil made up 0.42% of Quantum Financial Partners's portfolio in Q3 2026, its #57 holding.
  • Quantum Financial Partners first reported a position in ExxonMobil in Q2 2026 and has held it in 2 quarters since.
  • 3,899 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.