Third View Private Wealth
XOM icon

Third View Private Wealth’s ExxonMobil XOM Stock Holding History

Third View Private Wealth’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 		$10.5M Sell
64,577
-2,152
-3% -$336K 1.24% 17
2026
Q2 		$9.12M Buy
66,729
+13,304
+25% +$1.99M 1.12% 18
2026
Q1 		$9.06M Sell
53,425
-6,802
-11% -$993K 1.24% 17
2025
Q4 		$7.25M Buy
+60,227
New +$6.99M 0.98% 22

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
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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Third View Private Wealth's XOM Position: Q3 2026 in Review

Third View Private Wealth reduced its ExxonMobil (XOM) stake by 3.2% in Q3 2026, selling an estimated $336K and leaving 64,577 shares worth $10.5M. The position accounts for 1.24% of the portfolio, ranked #17.

Third View Private Wealth first reported a position in XOM in Q4 2025 and has held it in 4 quarters since. 2,828 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Third View Private Wealth held 64,577 shares of ExxonMobil worth $10.5M as of Q3 2026.
  • Third View Private Wealth sold 2,152 ExxonMobil shares in Q3 2026, an estimated $336K.
  • ExxonMobil made up 1.24% of Third View Private Wealth's portfolio in Q3 2026, its #17 holding.
  • Third View Private Wealth first reported a position in ExxonMobil in Q4 2025 and has held it in 4 quarters since.
  • 2,828 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.