Theory Financial’s ExxonMobil XOM Stock Holding History

Theory 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	$510K	Buy	+3,133	New	+$490K	0.16%	71
2026 Q2	–	Sell	-3,183	Closed	-$540K	–	104
2026 Q1	$540K	Hold	3,183	–	–	0.19%	68
2025 Q4	$429K	Hold	3,183	–	–	0.14%	74
2025 Q3	$359K	Hold	3,183	–	–	0.13%	73
2025 Q2	$355K	Hold	3,183	–	–	0.13%	70
2025 Q1	$379K	Sell	3,183 -30	-0.9%	-$3.32K	0.16%	64
2024 Q4	$346K	Buy	+3,213	New	+$376K	0.14%	65
2024 Q1	–	Sell	-3,210	Closed	-$321K	–	85
2023 Q4	$321K	Hold	3,210	–	–	0.17%	57
2023 Q3	$377K	Sell	3,210 -465	-13%	-$51K	0.22%	52
2023 Q2	$394K	Hold	3,675	–	–	0.23%	48
2023 Q1	$403K	Hold	3,675	–	–	0.24%	49
2022 Q4	$405K	Buy	+3,675	New	+$394K	0.27%	50
2022 Q2	$312K	Buy	3,675 +1,225	+50%	+$110K	0.22%	53
2022 Q1	$202K	Buy	+2,450	New	+$190K	0.13%	59

Other funds holding XOM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Theory Financial's XOM Position: Q3 2026 in Review

Theory Financial opened a new position in ExxonMobil (XOM) in Q3 2026: 3,133 shares worth $510K. The stake represents 0.16% of the portfolio and ranks #71 among its holdings. This is a return to the name: Theory Financial previously reported a position in XOM as recently as Q1 2026.

Theory Financial first reported a position in XOM in Q1 2022 and has held it in 14 quarters since. The position peaked at $540K in Q1 2026. 3,899 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Theory Financial held 3,133 shares of ExxonMobil worth $510K as of Q3 2026.
ExxonMobil was a new Theory Financial position in Q3 2026.
ExxonMobil made up 0.16% of Theory Financial's portfolio in Q3 2026, its #71 holding.
Theory Financial first reported a position in ExxonMobil in Q1 2022 and has held it in 14 quarters since.
Theory Financial's ExxonMobil position peaked at $540K in Q1 2026.
3,899 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Theory Financial's 13F filing for Q3 2026, filed 9 Nov 2026.