Unique Wealth
XOM icon

Unique Wealth’s ExxonMobil XOM Stock Holding History

Unique 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 		$734K Sell
4,511
-1,237
-22% -$193K 0.08% 122
2026
Q2 		$786K Buy
5,748
+2,092
+57% +$313K 0.09% 119
2026
Q1 		$620K Buy
3,656
+364
+11% +$53.1K 0.09% 108
2025
Q4 		$396K Buy
3,292
+119
+4% +$13.8K 0.06% 133
2025
Q3 		$358K Buy
+3,173
New +$353K 0.05% 136
2025
Q2 		– Sell
-1,840
Closed -$219K – 178
2025
Q1 		$219K Buy
+1,840
New +$203K 0.04% 148
2024
Q4 		– Sell
-2,561
Closed -$300K – 148
2024
Q3 		$300K Sell
2,561
-1
-0% -$115 0.07% 97
2024
Q2 		$295K Buy
2,562
+111
+5% +$12.9K 0.08% 78
2024
Q1 		$285K Sell
2,451
-230
-9% -$24.1K 0.08% 79
2023
Q4 		$268K Buy
2,681
+185
+7% +$19.4K 0.09% 70
2023
Q3 		$293K Sell
2,496
-143
-5% -$15.7K 0.12% 68
2023
Q2 		$283K Buy
2,639
+53
+2% +$5.78K 0.12% 63
2023
Q1 		$284K Sell
2,586
-46
-2% -$5.09K 0.14% 46
2022
Q4 		$290K Buy
+2,632
New +$282K 0.15% 46

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Unique Wealth's XOM Position: Q3 2026 in Review

Unique Wealth reduced its ExxonMobil (XOM) stake by 22% in Q3 2026, selling an estimated $193K and leaving 4,511 shares worth $734K. The position accounts for 0.08% of the portfolio, ranked #122.

Unique Wealth first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. The position peaked at $786K in Q2 2026. 2,050 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Unique Wealth held 4,511 shares of ExxonMobil worth $734K as of Q3 2026.
  • Unique Wealth sold 1,237 ExxonMobil shares in Q3 2026, an estimated $193K.
  • ExxonMobil made up 0.08% of Unique Wealth's portfolio in Q3 2026, its #122 holding.
  • Unique Wealth first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
  • Unique Wealth's ExxonMobil position peaked at $786K in Q2 2026.
  • 2,050 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.