Seamount Financial Group’s ExxonMobil XOM Stock Holding History

Seamount Financial Group’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	$3.46M	Buy	21,284 +660	+3%	+$103K	1.36%	22
2026 Q2	$2.82M	Sell	20,624 -280	-1%	-$41.9K	1.14%	24
2026 Q1	$3.55M	Sell	20,904 -960	-4%	-$140K	1.6%	18
2025 Q4	$2.63M	Sell	21,864 -215	-1%	-$24.9K	1.19%	26
2025 Q3	$2.49M	Buy	22,079 +612	+3%	+$68K	1.18%	27
2025 Q2	$2.31M	Buy	21,467 +13,017	+154%	+$1.39M	1.19%	26
2025 Q1	$1.01M	Buy	8,450 +541	+7%	+$59.8K	0.68%	39
2024 Q4	$851K	Buy	7,909 +91	+1%	+$10.6K	0.59%	43
2024 Q3	$916K	Buy	7,818 +73	+0.9%	+$8.43K	0.69%	39
2024 Q2	$892K	Buy	7,745 +419	+6%	+$48.8K	0.73%	35
2024 Q1	$852K	Sell	7,326 -172	-2%	-$18K	0.75%	34
2023 Q4	$750K	Buy	+7,498	New	+$788K	0.72%	38

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Seamount Financial Group's XOM Position: Q3 2026 in Review

Seamount Financial Group increased its ExxonMobil (XOM) stake by 3.2% in Q3 2026, buying an estimated $103K and bringing the position to 21,284 shares worth $3.46M. The position accounts for 1.36% of the portfolio, ranked #22.

Seamount Financial Group first reported a position in XOM in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.55M in Q1 2026. 2,105 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Seamount Financial Group held 21,284 shares of ExxonMobil worth $3.46M as of Q3 2026.
Seamount Financial Group bought 660 ExxonMobil shares in Q3 2026, an estimated $103K.
ExxonMobil made up 1.36% of Seamount Financial Group's portfolio in Q3 2026, its #22 holding.
Seamount Financial Group first reported a position in ExxonMobil in Q4 2023 and has held it in 12 quarters since.
Seamount Financial Group's ExxonMobil position peaked at $3.55M in Q1 2026.
2,105 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.