SFI Advisors
XOM icon

SFI Advisors’s ExxonMobil XOM Stock Holding History

SFI 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 		$254K Buy
1,560
+1
+0.1% +$156 0.21% 56
2026
Q2 		$213K Buy
+1,559
New +$233K 0.18% 53
2024
Q3 		– Sell
-2,071
Closed -$238K – 87
2024
Q2 		$238K Buy
2,071
+335
+19% +$39K 0.18% 59
2024
Q1 		$202K Buy
+1,736
New +$182K 0.16% 63

Other funds holding XOM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SFI Advisors's XOM Position: Q3 2026 in Review

SFI Advisors increased its ExxonMobil (XOM) stake by 0.06% in Q3 2026, buying an estimated $156 and bringing the position to 1,560 shares worth $254K. The position accounts for 0.21% of the portfolio, ranked #56.

SFI Advisors first reported a position in XOM in Q1 2024 and has held it in 4 quarters since. 2,919 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • SFI Advisors held 1,560 shares of ExxonMobil worth $254K as of Q3 2026.
  • SFI Advisors bought 1 ExxonMobil share in Q3 2026, an estimated $156.
  • ExxonMobil made up 0.21% of SFI Advisors's portfolio in Q3 2026, its #56 holding.
  • SFI Advisors first reported a position in ExxonMobil in Q1 2024 and has held it in 4 quarters since.
  • 2,919 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on SFI Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.