Valeo Financial Advisors
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Valeo Financial Advisors’s ExxonMobil XOM Stock Holding History

Valeo Financial 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
2020
Q4 		– Sell
-2,900
Closed -$99K – 1882
2020
Q3 		$99K Buy
2,900
+1,600
+123% +$65.4K 0.01% 477
2020
Q2 		$58K Sell
1,300
-1,000
-43% -$44.9K 0.01% 664
2020
Q1 		$99K Buy
+2,300
New +$127K 0.01% 429

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Valeo Financial Advisors's XOM Position: Q3 2026 in Review

Valeo Financial Advisors increased its ExxonMobil (XOM) stake by 0.98% in Q3 2026, buying an estimated $153K and bringing the position to 101,383 shares worth $16.5M. The position accounts for 0.35% of the portfolio, ranked #37.

Valeo Financial Advisors first reported a position in XOM in Q3 2017 and has held it in 37 quarters since. The position peaked at $17.2M in Q1 2026. 774 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Valeo Financial Advisors held 101,383 shares of ExxonMobil worth $16.5M as of Q3 2026.
  • Valeo Financial Advisors bought 979 ExxonMobil shares in Q3 2026, an estimated $153K.
  • ExxonMobil made up 0.35% of Valeo Financial Advisors's portfolio in Q3 2026, its #37 holding.
  • Valeo Financial Advisors first reported a position in ExxonMobil in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's ExxonMobil position peaked at $17.2M in Q1 2026.
  • 774 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.