TradeWell Securities’s ExxonMobil XOM Stock Holding History

TradeWell Securities’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	$638K	Sell	3,919 -206	-5%	-$32.2K	0.22%	33
2026 Q2	$564K	Sell	4,125 -54	-1%	-$8.08K	0.2%	33
2026 Q1	$709K	Buy	4,179 +21	+0.5%	+$3.06K	0.3%	28
2025 Q4	$500K	Buy	4,158 +34	+0.8%	+$3.94K	0.19%	33
2025 Q3	$462K	Buy	4,124 +46	+1%	+$5.11K	0.19%	32
2025 Q2	$440K	Buy	4,078 +69	+2%	+$7.38K	0.21%	32
2025 Q1	$477K	Sell	4,009 -109	-3%	-$12.1K	0.26%	28
2024 Q4	$443K	Buy	+4,118	New	+$482K	0.23%	28

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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

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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

TradeWell Securities's XOM Position: Q3 2026 in Review

TradeWell Securities reduced its ExxonMobil (XOM) stake by 5% in Q3 2026, selling an estimated $32.2K and leaving 3,919 shares worth $638K. The position accounts for 0.22% of the portfolio, ranked #33.

TradeWell Securities first reported a position in XOM in Q4 2024 and has held it in 8 quarters since. The position peaked at $709K in Q1 2026. 2,143 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

TradeWell Securities held 3,919 shares of ExxonMobil worth $638K as of Q3 2026.
TradeWell Securities sold 206 ExxonMobil shares in Q3 2026, an estimated $32.2K.
ExxonMobil made up 0.22% of TradeWell Securities's portfolio in Q3 2026, its #33 holding.
TradeWell Securities first reported a position in ExxonMobil in Q4 2024 and has held it in 8 quarters since.
TradeWell Securities's ExxonMobil position peaked at $709K in Q1 2026.
2,143 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on TradeWell Securities's 13F filing for Q3 2026, filed 21 Oct 2026.