Steele Capital Management
XOM icon

Steele Capital Management’s ExxonMobil XOM Stock Holding History

Steele Capital Management’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 		$2.54M Sell
15,627
-599
-4% -$93.7K 0.09% 60
2026
Q2 		$2.22M Buy
16,226
+244
+2% +$36.5K 0.08% 63
2026
Q1 		$2.71M Buy
15,982
+71
+0.4% +$10.4K 0.11% 61
2025
Q4 		$1.91M Buy
15,911
+2
+0% +$232 0.08% 61
2025
Q3 		$1.79M Buy
15,909
+2
+0% +$222 0.08% 61
2025
Q2 		$1.71M Buy
15,907
+27
+0.2% +$2.89K 0.08% 60
2025
Q1 		$1.89M Buy
15,880
+73
+0.5% +$8.07K 0.1% 58
2024
Q4 		$1.7M Buy
15,807
+1
+0% +$117 0.09% 54
2024
Q3 		$1.85M Buy
15,806
+2
+0% +$231 0.1% 52
2024
Q2 		$1.82M Buy
15,804
+35
+0.2% +$4.08K 0.1% 52
2024
Q1 		$1.83M Buy
15,769
+2
+0% +$209 0.11% 52
2023
Q4 		$1.58M Buy
+15,767
New +$1.66M 0.1% 52

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

Steele Capital Management's XOM Position: Q3 2026 in Review

Steele Capital Management reduced its ExxonMobil (XOM) stake by 3.7% in Q3 2026, selling an estimated $93.7K and leaving 15,627 shares worth $2.54M. The position accounts for 0.09% of the portfolio, ranked #60.

Steele Capital Management first reported a position in XOM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.71M in Q1 2026. 2,810 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Steele Capital Management held 15,627 shares of ExxonMobil worth $2.54M as of Q3 2026.
  • Steele Capital Management sold 599 ExxonMobil shares in Q3 2026, an estimated $93.7K.
  • ExxonMobil made up 0.09% of Steele Capital Management's portfolio in Q3 2026, its #60 holding.
  • Steele Capital Management first reported a position in ExxonMobil in Q4 2023 and has held it in 12 quarters since.
  • Steele Capital Management's ExxonMobil position peaked at $2.71M in Q1 2026.
  • 2,810 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Steele Capital Management's 13F filing for Q3 2026, filed 2 Nov 2026.