Stewardship Advisors
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Stewardship Advisors’s ExxonMobil XOM Stock Holding History

Stewardship 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 		$323K Buy
1,987
+41
+2% +$6.41K 0.07% 130
2026
Q2 		$266K Buy
1,946
+39
+2% +$5.84K 0.06% 145
2026
Q1 		$324K Sell
1,907
-68
-3% -$9.9K 0.07% 117
2025
Q4 		$238K Sell
1,975
-697
-26% -$80.8K 0.05% 138
2025
Q3 		$301K Sell
2,672
-143
-5% -$15.9K 0.07% 116
2025
Q2 		$303K Sell
2,815
-292
-9% -$31.2K 0.08% 106
2025
Q1 		$370K Buy
3,107
+90
+3% +$10K 0.1% 96
2024
Q4 		$325K Buy
3,017
+200
+7% +$23.4K 0.09% 118
2024
Q3 		$330K Buy
2,817
+881
+46% +$102K 0.09% 95
2024
Q2 		$223K Buy
1,936
+20
+1% +$2.33K 0.07% 64
2024
Q1 		$223K Sell
1,916
-620
-24% -$64.9K 0.08% 57
2023
Q4 		$254K Buy
2,536
+318
+14% +$33.4K 0.09% 39
2023
Q3 		$261K Buy
2,218
+22
+1% +$2.41K 0.1% 40
2023
Q2 		$236K Buy
2,196
+128
+6% +$14K 0.09% 39
2023
Q1 		$227K Buy
2,068
+62
+3% +$6.86K 0.09% 36
2022
Q4 		$221K Buy
+2,006
New +$215K 0.09% 48

Other funds holding XOM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Stewardship Advisors's XOM Position: Q3 2026 in Review

Stewardship Advisors increased its ExxonMobil (XOM) stake by 2.1% in Q3 2026, buying an estimated $6.41K and bringing the position to 1,987 shares worth $323K. The position accounts for 0.07% of the portfolio, ranked #130.

Stewardship Advisors first reported a position in XOM in Q4 2022 and has held it in 16 quarters since. The position peaked at $370K in Q1 2025. 3,198 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Stewardship Advisors held 1,987 shares of ExxonMobil worth $323K as of Q3 2026.
  • Stewardship Advisors bought 41 ExxonMobil shares in Q3 2026, an estimated $6.41K.
  • ExxonMobil made up 0.07% of Stewardship Advisors's portfolio in Q3 2026, its #130 holding.
  • Stewardship Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 16 quarters since.
  • Stewardship Advisors's ExxonMobil position peaked at $370K in Q1 2025.
  • 3,198 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.