Tradition Wealth Management
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Tradition Wealth Management’s ExxonMobil XOM Stock Holding History

Tradition Wealth Management’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 		$1.42M Buy
8,722
+669
+8% +$105K 0.08% 173
2026
Q2 		$1.1M Sell
8,053
-344
-4% -$51.5K 0.07% 202
2026
Q1 		$1.42M Buy
8,397
+685
+9% +$100K 0.1% 170
2025
Q4 		$928K Sell
7,712
-379
-5% -$44K 0.07% 197
2025
Q3 		$912K Sell
8,091
-2,467
-23% -$274K 0.07% 198
2025
Q2 		$1.14M Sell
10,558
-122
-1% -$13K 0.09% 168
2025
Q1 		$1.27M Sell
10,680
-429
-4% -$47.4K 0.11% 154
2024
Q4 		$1.19M Sell
11,109
-275
-2% -$32.2K 0.11% 151
2024
Q3 		$1.33M Buy
11,384
+362
+3% +$41.8K 0.12% 146
2024
Q2 		$1.27M Buy
11,022
+1,421
+15% +$166K 0.12% 139
2024
Q1 		$1.12M Buy
9,601
+1,220
+15% +$128K 0.11% 141
2023
Q4 		$838K Buy
8,381
+291
+4% +$30.6K 0.09% 138
2023
Q3 		$951K Sell
8,090
-678
-8% -$74.4K 0.11% 124
2023
Q2 		$940K Buy
8,768
+246
+3% +$26.8K 0.11% 126
2023
Q1 		$935K Buy
8,522
+842
+11% +$93.1K 0.12% 118
2022
Q4 		$847K Sell
7,680
-669
-8% -$71.7K 0.12% 119
2022
Q3 		$729K Buy
8,349
+65
+0.8% +$5.93K 0.11% 127
2022
Q2 		$709K Buy
8,284
+1,556
+23% +$140K 0.1% 131
2022
Q1 		$556K Buy
6,728
+281
+4% +$21.8K 0.07% 178
2021
Q4 		$394K Buy
6,447
+2,692
+72% +$168K 0.05% 210
2021
Q3 		$221K Buy
3,755
+295
+9% +$16.8K 0.03% 261
2021
Q2 		$218K Buy
3,460
+11
+0.3% +$657 0.03% 273
2021
Q1 		$193K Buy
3,449
+70
+2% +$3.67K 0.03% 254
2020
Q4 		$139K Buy
+3,379
New +$127K 0.03% 269

Other funds holding XOM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Tradition Wealth Management's XOM Position: Q3 2026 in Review

Tradition Wealth Management increased its ExxonMobil (XOM) stake by 8.3% in Q3 2026, buying an estimated $105K and bringing the position to 8,722 shares worth $1.42M. The position accounts for 0.08% of the portfolio, ranked #173.

Tradition Wealth Management first reported a position in XOM in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.42M in Q1 2026. 3,655 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Tradition Wealth Management held 8,722 shares of ExxonMobil worth $1.42M as of Q3 2026.
  • Tradition Wealth Management bought 669 ExxonMobil shares in Q3 2026, an estimated $105K.
  • ExxonMobil made up 0.08% of Tradition Wealth Management's portfolio in Q3 2026, its #173 holding.
  • Tradition Wealth Management first reported a position in ExxonMobil in Q4 2020 and has held it in 24 quarters since.
  • Tradition Wealth Management's ExxonMobil position peaked at $1.42M in Q1 2026.
  • 3,655 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.