W Advisors LLC
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W Advisors LLC’s ExxonMobil XOM Stock Holding History

W Advisors LLC’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 		$5.79M Buy
35,565
+35
+0.1% +$5.47K 2.53% 12
2026
Q2 		$4.86M Buy
35,530
+102
+0.3% +$15.3K 2.21% 12
2026
Q1 		$6.01M Sell
35,428
-269
-0.8% -$39.3K 3.08% 8
2025
Q4 		$4.3M Buy
35,697
+484
+1% +$56.1K 2.16% 13
2025
Q3 		$3.97M Buy
35,213
+323
+0.9% +$35.9K 2.09% 13
2025
Q2 		$3.76M Sell
34,890
-433
-1% -$46.3K 2.16% 13
2025
Q1 		$4.2M Buy
35,323
+418
+1% +$46.2K 2.63% 11
2024
Q4 		$3.75M Sell
34,905
-94
-0.3% -$11K 2.32% 12
2024
Q3 		$4.1M Sell
34,999
-333
-0.9% -$38.5K 2.53% 11
2024
Q2 		$4.07M Buy
35,332
+209
+0.6% +$24.3K 2.67% 12
2024
Q1 		$4.08M Buy
35,123
+35
+0.1% +$3.66K 2.8% 11
2023
Q4 		$3.51M Sell
35,088
-18
-0.1% -$1.89K 2.6% 12
2023
Q3 		$4.13M Buy
35,106
+145
+0.4% +$15.9K 3.39% 8
2023
Q2 		$3.75M Sell
34,961
-238
-0.7% -$26K 2.94% 10
2023
Q1 		$3.86M Sell
35,199
-65
-0.2% -$7.19K 3.19% 9
2022
Q4 		$3.89M Sell
35,264
-1,087
-3% -$116K 3.24% 8
2022
Q3 		$3.17M Sell
36,351
-77
-0.2% -$7.03K 2.95% 10
2022
Q2 		$3.12M Sell
36,428
-560
-2% -$50.5K 2.7% 9
2022
Q1 		$3.06M Buy
36,988
+653
+2% +$50.8K 2.31% 11
2021
Q4 		$2.22M Buy
+36,335
New +$2.27M 1.66% 18

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

W Advisors LLC's XOM Position: Q3 2026 in Review

W Advisors LLC increased its ExxonMobil (XOM) stake by 0.1% in Q3 2026, buying an estimated $5.47K and bringing the position to 35,565 shares worth $5.79M. The position accounts for 2.53% of the portfolio, ranked #12.

W Advisors LLC first reported a position in XOM in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.01M in Q1 2026. 2,410 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • W Advisors LLC held 35,565 shares of ExxonMobil worth $5.79M as of Q3 2026.
  • W Advisors LLC bought 35 ExxonMobil shares in Q3 2026, an estimated $5.47K.
  • ExxonMobil made up 2.53% of W Advisors LLC's portfolio in Q3 2026, its #12 holding.
  • W Advisors LLC first reported a position in ExxonMobil in Q4 2021 and has held it in 20 quarters since.
  • W Advisors LLC's ExxonMobil position peaked at $6.01M in Q1 2026.
  • 2,410 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.