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VisionPoint Advisory Group’s ExxonMobil XOM Stock Holding History

VisionPoint Advisory 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 		– Sell
-6,107
Closed -$835K – 512
2026
Q2 		$835K Buy
6,107
+485
+9% +$72.6K 0.14% 176
2026
Q1 		$954K Sell
5,622
-46
-0.8% -$6.71K 0.18% 126
2025
Q4 		$682K Sell
5,668
-589
-9% -$68.3K 0.13% 170
2025
Q3 		$705K Buy
6,257
+136
+2% +$15.1K 0.14% 164
2025
Q2 		$660K Buy
6,121
+3,079
+101% +$329K 0.14% 161
2025
Q1 		$362K Buy
3,042
+1,499
+97% +$166K 0.12% 151
2024
Q4 		$166K Sell
1,543
-157
-9% -$18.4K 0.06% 197
2024
Q3 		$199K Sell
1,700
-20
-1% -$2.31K 0.07% 173
2024
Q2 		$198K Buy
1,720
+115
+7% +$13.4K 0.07% 167
2024
Q1 		$187K Buy
1,605
+143
+10% +$15K 0.07% 172
2023
Q4 		$146K Buy
1,462
+20
+1% +$2.1K 0.05% 168
2023
Q3 		$170K Buy
1,442
+479
+50% +$52.5K 0.07% 149
2023
Q2 		$103K Sell
963
-2,173
-69% -$237K 0.04% 168
2023
Q1 		$333K Buy
3,136
+83
+3% +$9.18K 0.15% 109
2022
Q4 		$360K Sell
3,053
-55
-2% -$5.89K 0.15% 92
2022
Q3 		$271K Sell
3,108
-33
-1% -$3.01K 0.13% 73
2022
Q2 		$293K Buy
3,141
+28
+0.9% +$2.53K 0.12% 84
2022
Q1 		$269K Sell
3,113
-323
-9% -$25.1K 0.12% 74
2021
Q4 		$280K Buy
+3,436
New +$215K 0.12% 84
2020
Q4 		– Sell
-6,263
Closed -$215K – 167
2020
Q3 		$215K Sell
6,263
-1,904
-23% -$77.8K 0.09% 118
2020
Q2 		$355K Sell
8,167
-863
-10% -$38.7K 0.14% 65
2020
Q1 		$343K Buy
9,030
+273
+3% +$15.1K 0.16% 69
2019
Q4 		$611K Sell
8,757
-633
-7% -$43.8K 0.25% 62
2019
Q3 		$648K Buy
9,390
+85
+0.9% +$6.15K 0.18% 61
2019
Q2 		$713K Sell
9,305
-472
-5% -$36.5K 0.2% 57
2019
Q1 		$790K Sell
9,777
-268
-3% -$20.4K 0.22% 59
2018
Q4 		$685K Buy
+10,045
New +$788K 0.22% 55

Other funds holding XOM

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

VisionPoint Advisory Group's XOM Position: Q3 2026 in Review

VisionPoint Advisory Group sold out of ExxonMobil (XOM) in Q3 2026, closing a stake of 6,107 shares — an estimated $835K sold.

VisionPoint Advisory Group first reported a position in XOM in Q4 2018 and held it in 27 quarters. The position peaked at $954K in Q1 2026. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • VisionPoint Advisory Group reported no remaining ExxonMobil position as of Q3 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 6,107 ExxonMobil shares in Q3 2026, an estimated $835K.
  • VisionPoint Advisory Group first reported a position in ExxonMobil in Q4 2018 and held it in 27 quarters.
  • VisionPoint Advisory Group's ExxonMobil position peaked at $954K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.