Stiles Financial Services
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Stiles Financial Services’s ExxonMobil XOM Stock Holding History

Stiles Financial Services’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 		$3.18M Sell
19,569
-240
-1% -$37.5K 0.81% 35
2026
Q2 		$2.71M Buy
19,809
+308
+2% +$46.1K 0.68% 46
2026
Q1 		$3.31M Buy
19,501
+414
+2% +$60.4K 1.01% 29
2025
Q4 		$2.3M Buy
19,087
+1,072
+6% +$124K 0.71% 46
2025
Q3 		$2.03M Buy
18,015
+581
+3% +$64.6K 0.64% 52
2025
Q2 		$1.88M Buy
17,434
+614
+4% +$65.6K 0.65% 52
2025
Q1 		$2M Buy
16,820
+610
+4% +$67.5K 0.77% 46
2024
Q4 		$1.74M Buy
16,210
+1,646
+11% +$193K 0.63% 54
2024
Q3 		$1.71M Buy
14,564
+673
+5% +$77.7K 0.6% 57
2024
Q2 		$1.6M Buy
13,891
+2,305
+20% +$268K 0.62% 53
2024
Q1 		$1.35M Buy
11,586
+5,652
+95% +$591K 0.54% 63
2023
Q4 		$593K Buy
5,934
+3,491
+143% +$367K 0.27% 94
2023
Q3 		$287K Buy
2,443
+9
+0.4% +$987 0.15% 135
2023
Q2 		$261K Sell
2,434
-129
-5% -$14.1K 0.13% 155
2023
Q1 		$281K Buy
2,563
+10
+0.4% +$1.11K 0.15% 145
2022
Q4 		$282K Sell
2,553
-91
-3% -$9.8K 0.16% 141
2022
Q3 		$231K Buy
2,644
+12
+0.5% +$1.1K 0.14% 145
2022
Q2 		$225K Sell
2,632
-573
-18% -$51.7K 0.14% 149
2022
Q1 		$265K Buy
+3,205
New +$249K 0.13% 149

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
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

Stiles Financial Services's XOM Position: Q3 2026 in Review

Stiles Financial Services reduced its ExxonMobil (XOM) stake by 1.2% in Q3 2026, selling an estimated $37.5K and leaving 19,569 shares worth $3.18M. The position accounts for 0.81% of the portfolio, ranked #35.

Stiles Financial Services first reported a position in XOM in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.31M in Q1 2026. 3,067 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Stiles Financial Services held 19,569 shares of ExxonMobil worth $3.18M as of Q3 2026.
  • Stiles Financial Services sold 240 ExxonMobil shares in Q3 2026, an estimated $37.5K.
  • ExxonMobil made up 0.81% of Stiles Financial Services's portfolio in Q3 2026, its #35 holding.
  • Stiles Financial Services first reported a position in ExxonMobil in Q1 2022 and has held it in 19 quarters since.
  • Stiles Financial Services's ExxonMobil position peaked at $3.31M in Q1 2026.
  • 3,067 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.