U.S. Wealth Group
XOM icon

U.S. Wealth Group’s ExxonMobil XOM Stock Holding History

U.S. Wealth Group’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 		$5.42M Sell
33,333
-100
-0.3% -$15.6K 3.08% 11
2026
Q2 		$4.57M Sell
33,433
-355
-1% -$53.1K 2.74% 12
2026
Q1 		$5.73M Sell
33,788
-210
-0.6% -$30.6K 3.87% 8
2025
Q4 		$4.09M Sell
33,998
-186
-0.5% -$21.6K 2.7% 13
2025
Q3 		$3.85M Buy
34,184
+1,024
+3% +$114K 2.52% 13
2025
Q2 		$3.57M Buy
33,160
+9,812
+42% +$1.05M 2.79% 12
2025
Q1 		$2.78M Sell
23,348
-411
-2% -$45.5K 2.2% 13
2024
Q4 		$2.56M Buy
+23,759
New +$2.78M 1.93% 18

Other funds holding XOM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

U.S. Wealth Group's XOM Position: Q3 2026 in Review

U.S. Wealth Group reduced its ExxonMobil (XOM) stake by 0.3% in Q3 2026, selling an estimated $15.6K and leaving 33,333 shares worth $5.42M. The position accounts for 3.08% of the portfolio, ranked #11.

U.S. Wealth Group first reported a position in XOM in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.73M in Q1 2026. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • U.S. Wealth Group held 33,333 shares of ExxonMobil worth $5.42M as of Q3 2026.
  • U.S. Wealth Group sold 100 ExxonMobil shares in Q3 2026, an estimated $15.6K.
  • ExxonMobil made up 3.08% of U.S. Wealth Group's portfolio in Q3 2026, its #11 holding.
  • U.S. Wealth Group first reported a position in ExxonMobil in Q4 2024 and has held it in 8 quarters since.
  • U.S. Wealth Group's ExxonMobil position peaked at $5.73M in Q1 2026.
  • 4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on U.S. Wealth Group's 13F filing for Q3 2026, filed 9 Nov 2026.