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Three Bearings Fiduciary Advisors’s ExxonMobil XOM Stock Holding History

Three Bearings Fiduciary Advisors’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
Q2 		– Sell
-79
Closed -$13.5K – 328
2026
Q1 		$13.5K Buy
79
+4
+5% +$584 0.01% 126
2025
Q4 		$10.6K Buy
+75
New +$8.7K 0.01% 137

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Three Bearings Fiduciary Advisors's XOM Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 79 shares — an estimated $13.5K sold.

Three Bearings Fiduciary Advisors first reported a position in XOM in Q4 2025 and held it in 2 quarters. The position peaked at $13.5K in Q1 2026. 2,864 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Three Bearings Fiduciary Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Three Bearings Fiduciary Advisors sold 79 ExxonMobil shares in Q2 2026, an estimated $13.5K.
  • Three Bearings Fiduciary Advisors first reported a position in ExxonMobil in Q4 2025 and held it in 2 quarters.
  • Three Bearings Fiduciary Advisors's ExxonMobil position peaked at $13.5K in Q1 2026.
  • 2,864 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.