Strata Wealth Advisors
XOM icon

Strata Wealth Advisors’s ExxonMobil XOM Stock Holding History

Strata Wealth 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 		$711K Buy
4,366
+618
+16% +$96.6K 0.17% 51
2026
Q2 		$512K Sell
3,748
-2,717
-42% -$407K 0.13% 56
2026
Q1 		$1.1M Buy
6,465
+113
+2% +$16.5K 0.3% 36
2025
Q4 		$764K Buy
6,352
+281
+5% +$32.6K 0.21% 42
2025
Q3 		$685K Buy
6,071
+139
+2% +$15.5K 0.18% 48
2025
Q2 		$640K Sell
5,932
-6,476
-52% -$692K 0.18% 44
2025
Q1 		$1.48M Sell
12,408
-560
-4% -$61.9K 0.46% 28
2024
Q4 		$1.39M Sell
12,968
-465
-3% -$54.4K 0.44% 29
2024
Q3 		$1.57M Buy
13,433
+640
+5% +$73.9K 0.51% 26
2024
Q2 		$1.47M Buy
12,793
+1,479
+13% +$172K 0.51% 26
2024
Q1 		$1.32M Buy
11,314
+5,933
+110% +$621K 0.46% 25
2023
Q4 		$538K Sell
5,381
-471
-8% -$49.5K 0.21% 44
2023
Q3 		$688K Buy
+5,852
New +$642K 0.33% 25
2023
Q1 		$618K Buy
5,636
+1,283
+29% +$142K 0.32% 28
2022
Q4 		$480K Buy
+4,353
New +$466K 0.27% 29

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

Strata Wealth Advisors's XOM Position: Q3 2026 in Review

Strata Wealth Advisors increased its ExxonMobil (XOM) stake by 16% in Q3 2026, buying an estimated $96.6K and bringing the position to 4,366 shares worth $711K. The position accounts for 0.17% of the portfolio, ranked #51.

Strata Wealth Advisors first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.57M in Q3 2024. 3,218 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Strata Wealth Advisors held 4,366 shares of ExxonMobil worth $711K as of Q3 2026.
  • Strata Wealth Advisors bought 618 ExxonMobil shares in Q3 2026, an estimated $96.6K.
  • ExxonMobil made up 0.17% of Strata Wealth Advisors's portfolio in Q3 2026, its #51 holding.
  • Strata Wealth Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Strata Wealth Advisors's ExxonMobil position peaked at $1.57M in Q3 2024.
  • 3,218 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.