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Steph & Co’s ExxonMobil XOM Stock Holding History

Steph & Co’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 		– Sell
-5,379
Closed -$735K – 292
2026
Q2 		$735K Sell
5,379
-291
-5% -$43.6K 0.19% 45
2026
Q1 		$962K Buy
5,670
+5
+0.1% +$730 0.27% 32
2025
Q4 		$682K Buy
5,665
+74
+1% +$8.58K 0.2% 43
2025
Q3 		$630K Buy
5,591
+286
+5% +$31.8K 0.19% 45
2025
Q2 		$572K Hold
5,305
– – 0.19% 53
2025
Q1 		$631K Buy
5,305
+30
+0.6% +$3.32K 0.23% 50
2024
Q4 		$567K Sell
5,275
-95
-2% -$11.1K 0.19% 53
2024
Q3 		$629K Buy
5,370
+51
+1% +$5.89K 0.2% 49
2024
Q2 		$612K Sell
5,319
-689
-11% -$80.2K 0.21% 47
2024
Q1 		$698K Buy
6,008
+136
+2% +$14.2K 0.24% 41
2023
Q4 		$587K Hold
5,872
– – 0.29% 43
2023
Q3 		$690K Hold
5,872
– – 0.39% 37
2023
Q2 		$630K Hold
5,872
– – 0.34% 42
2023
Q1 		$644K Sell
5,872
-664
-10% -$73.4K 0.4% 40
2022
Q4 		$721K Hold
6,536
– – 0.46% 35
2022
Q3 		$571K Hold
6,536
– – 0.4% 37
2022
Q2 		$560K Sell
6,536
-300
-4% -$27.1K 0.34% 42
2022
Q1 		$565K Hold
6,836
– – 0.34% 37
2021
Q4 		$418K Buy
6,836
+300
+5% +$18.8K 0.24% 49
2021
Q3 		$384K Hold
6,536
– – 0.25% 48
2021
Q2 		$412K Sell
6,536
-590
-8% -$35.2K 0.27% 41
2021
Q1 		$398K Hold
7,126
– – 0.28% 34
2020
Q4 		$294K Hold
7,126
– – 0.22% 47
2020
Q3 		$245K Sell
7,126
-689
-9% -$28.2K 0.23% 42
2020
Q2 		$349K Sell
7,815
-800
-9% -$35.9K 0.35% 30
2020
Q1 		$327K Sell
8,615
-460
-5% -$25.4K 0.37% 34
2019
Q4 		$633K Buy
+9,075
New +$628K 0.54% 31

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
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 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

Steph & Co's XOM Position: Q3 2026 in Review

Steph & Co sold out of ExxonMobil (XOM) in Q3 2026, closing a stake of 5,379 shares — an estimated $735K sold.

Steph & Co first reported a position in XOM in Q4 2019 and held it in 27 quarters. The position peaked at $962K in Q1 2026. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Steph & Co reported no remaining ExxonMobil position as of Q3 2026 after selling out during the quarter.
  • Steph & Co sold 5,379 ExxonMobil shares in Q3 2026, an estimated $735K.
  • Steph & Co first reported a position in ExxonMobil in Q4 2019 and held it in 27 quarters.
  • Steph & Co's ExxonMobil position peaked at $962K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.