Silver Oak Advisory Group’s ExxonMobil XOM Stock Holding History

Silver Oak Advisory 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	$628K	Hold	3,856	–	–	0.24%	41
2026 Q2	$527K	Hold	3,856	–	–	0.21%	43
2026 Q1	$654K	Hold	3,856	–	–	0.28%	37
2025 Q4	$464K	Sell	3,856 -4	-0.1%	-$464	0.21%	44
2025 Q3	$435K	Sell	3,860 -61	-2%	-$6.78K	0.2%	46
2025 Q2	$422K	Buy	3,921 +77	+2%	+$8.23K	0.2%	46
2025 Q1	$457K	Hold	3,844	–	–	0.24%	41
2024 Q4	$413K	Sell	3,844 -21	-0.5%	-$2.46K	0.22%	42
2024 Q3	$452K	Hold	3,865	–	–	0.23%	43
2024 Q2	$444K	Hold	3,865	–	–	0.25%	41
2024 Q1	$450K	Hold	3,865	–	–	0.25%	41
2023 Q4	$386K	Hold	3,865	–	–	0.23%	42
2023 Q3	$454K	Hold	3,865	–	–	0.29%	35
2023 Q2	$414K	Hold	3,865	–	–	0.27%	34
2023 Q1	$423K	Hold	3,865	–	–	0.28%	33
2022 Q4	$426K	Hold	3,865	–	–	0.3%	33
2022 Q3	$337K	Hold	3,865	–	–	0.25%	35
2022 Q2	$331K	Hold	3,865	–	–	0.23%	37
2022 Q1	$319K	Buy	3,865 +61	+2%	+$4.74K	0.21%	41
2021 Q4	$233K	Buy	+3,804	New	+$238K	0.15%	57

Other funds holding XOM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Silver Oak Advisory Group's XOM Position: Q3 2026 in Review

Silver Oak Advisory Group held its ExxonMobil (XOM) position steady in Q3 2026 at 3,856 shares worth $628K. The position accounts for 0.24% of the portfolio, ranked #41.

Silver Oak Advisory Group first reported a position in XOM in Q4 2021 and has held it in 20 quarters since. The position peaked at $654K in Q1 2026. 3,198 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Silver Oak Advisory Group held 3,856 shares of ExxonMobil worth $628K as of Q3 2026.
Silver Oak Advisory Group left its ExxonMobil share count unchanged in Q3 2026.
ExxonMobil made up 0.24% of Silver Oak Advisory Group's portfolio in Q3 2026, its #41 holding.
Silver Oak Advisory Group first reported a position in ExxonMobil in Q4 2021 and has held it in 20 quarters since.
Silver Oak Advisory Group's ExxonMobil position peaked at $654K in Q1 2026.
3,198 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Silver Oak Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.