SWS Partners
XOM icon

SWS Partners’s ExxonMobil XOM Stock Holding History

SWS Partners’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 		$489K Buy
+3,003
New +$470K 0.11% 93
2026
Q2 		– Sell
-3,010
Closed -$511K – 114
2026
Q1 		$511K Sell
3,010
-250
-8% -$36.5K 0.13% 99
2025
Q4 		$392K Buy
3,260
+27
+0.8% +$3.13K 0.09% 108
2025
Q3 		$365K Buy
3,233
+27
+0.8% +$3K 0.09% 111
2025
Q2 		$346K Buy
3,206
+64
+2% +$6.84K 0.09% 111
2025
Q1 		$374K Buy
3,142
+105
+3% +$11.6K 0.12% 98
2024
Q4 		$327K Buy
3,037
+33
+1% +$3.86K 0.1% 109
2024
Q3 		$352K Buy
3,004
+42
+1% +$4.85K 0.11% 106
2024
Q2 		$341K Sell
2,962
-149
-5% -$17.4K 0.1% 104
2024
Q1 		$362K Buy
3,111
+255
+9% +$26.7K 0.11% 103
2023
Q4 		$286K Buy
2,856
+28
+1% +$2.94K 0.09% 104
2023
Q3 		$333K Sell
2,828
-58
-2% -$6.36K 0.12% 103
2023
Q2 		$309K Sell
2,886
-328
-10% -$35.8K 0.11% 104
2023
Q1 		$352K Buy
+3,214
New +$355K 0.13% 107
2022
Q4 		– Sell
-2,735
Closed -$239K – 107
2022
Q3 		$239K Buy
2,735
+24
+0.9% +$2.19K 0.11% 100
2022
Q2 		$232K Buy
2,711
+25
+0.9% +$2.26K 0.2% 68
2022
Q1 		$222K Buy
+2,686
New +$209K 0.15% 71
2018
Q2 		– Sell
-886
Closed -$65K – 329
2018
Q1 		$65K Buy
886
+718
+427% +$57.4K 0.05% 125
2017
Q4 		$14K Buy
+168
New +$13.9K 0.01% 250

Other funds holding XOM

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

SWS Partners's XOM Position: Q3 2026 in Review

SWS Partners opened a new position in ExxonMobil (XOM) in Q3 2026: 3,003 shares worth $489K. The stake represents 0.11% of the portfolio and ranks #93 among its holdings. This is a return to the name: SWS Partners previously reported a position in XOM as recently as Q1 2026.

SWS Partners first reported a position in XOM in Q4 2017 and has held it in 19 quarters since. The position peaked at $511K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • SWS Partners held 3,003 shares of ExxonMobil worth $489K as of Q3 2026.
  • ExxonMobil was a new SWS Partners position in Q3 2026.
  • ExxonMobil made up 0.11% of SWS Partners's portfolio in Q3 2026, its #93 holding.
  • SWS Partners first reported a position in ExxonMobil in Q4 2017 and has held it in 19 quarters since.
  • SWS Partners's ExxonMobil position peaked at $511K in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on SWS Partners's 13F filing for Q3 2026, filed 26 Oct 2026.