Values Added Financial
XOM icon

Values Added Financial’s ExxonMobil XOM Stock Holding History

Values Added Financial’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 		$502K Sell
3,087
-47
-1% -$7.35K 0.18% 77
2026
Q2 		$428K Buy
3,134
+15
+0.5% +$2.24K 0.15% 91
2026
Q1 		$529K Sell
3,119
-9
-0.3% -$1.31K 0.22% 73
2025
Q4 		$376K Sell
3,128
-8
-0.3% -$928 0.16% 87
2025
Q3 		$354K Sell
3,136
-289
-8% -$32.1K 0.16% 90
2025
Q2 		$369K Buy
3,425
+607
+22% +$64.9K 0.18% 86
2025
Q1 		$335K Buy
2,818
+3
+0.1% +$332 0.19% 87
2024
Q4 		$303K Sell
2,815
-457
-14% -$53.5K 0.18% 89
2024
Q3 		$384K Sell
3,272
-912
-22% -$105K 0.24% 65
2024
Q2 		$482K Buy
+4,184
New +$487K 0.35% 56

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

Values Added Financial's XOM Position: Q3 2026 in Review

Values Added Financial reduced its ExxonMobil (XOM) stake by 1.5% in Q3 2026, selling an estimated $7.35K and leaving 3,087 shares worth $502K. The position accounts for 0.18% of the portfolio, ranked #77.

Values Added Financial first reported a position in XOM in Q2 2024 and has held it in 10 quarters since. The position peaked at $529K in Q1 2026. 2,105 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Values Added Financial held 3,087 shares of ExxonMobil worth $502K as of Q3 2026.
  • Values Added Financial sold 47 ExxonMobil shares in Q3 2026, an estimated $7.35K.
  • ExxonMobil made up 0.18% of Values Added Financial's portfolio in Q3 2026, its #77 holding.
  • Values Added Financial first reported a position in ExxonMobil in Q2 2024 and has held it in 10 quarters since.
  • Values Added Financial's ExxonMobil position peaked at $529K in Q1 2026.
  • 2,105 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.