SRS
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Strong Retirement Solutions’s ExxonMobil XOM Stock Holding History

Strong Retirement Solutions’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 		$1.39M Buy
8,524
+273
+3% +$42.7K 0.78% 41
2026
Q2 		$1.13M Buy
8,251
+836
+11% +$125K 0.68% 47
2026
Q1 		$1.26M Sell
7,415
-2,933
-28% -$428K 0.88% 32
2025
Q4 		$1.25M Buy
+10,348
New +$1.2M 0.84% 34

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

Strong Retirement Solutions's XOM Position: Q3 2026 in Review

Strong Retirement Solutions increased its ExxonMobil (XOM) stake by 3.3% in Q3 2026, buying an estimated $42.7K and bringing the position to 8,524 shares worth $1.39M. The position accounts for 0.78% of the portfolio, ranked #41.

Strong Retirement Solutions first reported a position in XOM in Q4 2025 and has held it in 4 quarters since. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Strong Retirement Solutions held 8,524 shares of ExxonMobil worth $1.39M as of Q3 2026.
  • Strong Retirement Solutions bought 273 ExxonMobil shares in Q3 2026, an estimated $42.7K.
  • ExxonMobil made up 0.78% of Strong Retirement Solutions's portfolio in Q3 2026, its #41 holding.
  • Strong Retirement Solutions first reported a position in ExxonMobil in Q4 2025 and has held it in 4 quarters since.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Strong Retirement Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.