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Rhodes Investment Advisors’s ExxonMobil XOM Stock Holding History

Rhodes Investment 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 		$2.59M Sell
15,919
-2
-0% -$313 1.84% 15
2026
Q2 		$2.18M Sell
15,921
-305
-2% -$45.6K 1.6% 20
2026
Q1 		$2.75M Sell
16,226
-138
-0.8% -$20.1K 2.37% 9
2025
Q4 		$1.97M Buy
+16,364
New +$1.9M 1.59% 17

Other funds holding XOM

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 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
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Rhodes Investment Advisors's XOM Position: Q3 2026 in Review

Rhodes Investment Advisors reduced its ExxonMobil (XOM) stake by 0.01% in Q3 2026, selling an estimated $313 and leaving 15,919 shares worth $2.59M. The position accounts for 1.84% of the portfolio, ranked #15.

Rhodes Investment Advisors first reported a position in XOM in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.75M in Q1 2026. 145 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Rhodes Investment Advisors held 15,919 shares of ExxonMobil worth $2.59M as of Q3 2026.
  • Rhodes Investment Advisors sold 2 ExxonMobil shares in Q3 2026, an estimated $313.
  • ExxonMobil made up 1.84% of Rhodes Investment Advisors's portfolio in Q3 2026, its #15 holding.
  • Rhodes Investment Advisors first reported a position in ExxonMobil in Q4 2025 and has held it in 4 quarters since.
  • Rhodes Investment Advisors's ExxonMobil position peaked at $2.75M in Q1 2026.
  • 145 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.