Talbot Financial’s ExxonMobil XOM Stock Holding History

Talbot Financial’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	$2.16M	Buy	13,283 +283	+2%	+$44.2K	0.16%	47
2026 Q2	$1.78M	Hold	13,000	–	–	0.13%	49
2026 Q1	$2.21M	Hold	13,000	–	–	0.19%	49
2025 Q4	$1.56M	Hold	13,000	–	–	0.13%	50
2025 Q3	$1.47M	Sell	13,000 -200	-2%	-$22.2K	0.12%	50
2025 Q2	$1.42M	Buy	13,200 +9,400	+247%	+$1M	0.13%	49
2025 Q1	$452K	Hold	3,800	–	–	0.06%	53
2024 Q4	$409K	Hold	3,800	–	–	0.05%	53
2024 Q3	$445K	Sell	3,800 -96	-2%	-$11.1K	0.05%	54
2024 Q2	$449K	Hold	3,896	–	–	0.06%	51
2024 Q1	$453K	Hold	3,896	–	–	0.06%	52
2023 Q4	$390K	Hold	3,896	–	–	0.06%	50
2023 Q3	$458K	Buy	3,896 +696	+22%	+$76.3K	0.08%	51
2023 Q2	$343K	Hold	3,200	–	–	0.06%	51
2023 Q1	$351K	Hold	3,200	–	–	0.07%	52
2022 Q4	$353K	Buy	+3,200	New	+$343K	0.07%	51

Other funds holding XOM

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Talbot Financial's XOM Position: Q3 2026 in Review

Talbot Financial increased its ExxonMobil (XOM) stake by 2.2% in Q3 2026, buying an estimated $44.2K and bringing the position to 13,283 shares worth $2.16M. The position accounts for 0.16% of the portfolio, ranked #47.

Talbot Financial first reported a position in XOM in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.21M in Q1 2026. 2,238 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Talbot Financial held 13,283 shares of ExxonMobil worth $2.16M as of Q3 2026.
Talbot Financial bought 283 ExxonMobil shares in Q3 2026, an estimated $44.2K.
ExxonMobil made up 0.16% of Talbot Financial's portfolio in Q3 2026, its #47 holding.
Talbot Financial first reported a position in ExxonMobil in Q4 2022 and has held it in 16 quarters since.
Talbot Financial's ExxonMobil position peaked at $2.21M in Q1 2026.
2,238 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Talbot Financial's 13F filing for Q3 2026, filed 19 Oct 2026.