Wealth Advisory Solutions
XOM icon

Wealth Advisory Solutions’s ExxonMobil XOM Stock Holding History

Wealth Advisory Solutions’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 		$566K Buy
3,478
+492
+16% +$76.9K 0.12% 92
2026
Q2 		$408K Hold
2,986
– – 0.08% 105
2026
Q1 		$507K Sell
2,986
-20
-0.7% -$2.92K 0.11% 92
2025
Q4 		$362K Sell
3,006
-50
-2% -$5.8K 0.08% 105
2025
Q3 		$345K Hold
3,056
– – 0.08% 106
2025
Q2 		$329K Sell
3,056
-158
-5% -$16.9K 0.08% 111
2025
Q1 		$382K Sell
3,214
-411
-11% -$45.5K 0.1% 101
2024
Q4 		$390K Sell
3,625
-203
-5% -$23.7K 0.11% 90
2024
Q3 		$449K Sell
3,828
-331
-8% -$38.2K 0.12% 88
2024
Q2 		$479K Buy
4,159
+585
+16% +$68.1K 0.13% 85
2024
Q1 		$415K Buy
3,574
+829
+30% +$86.7K 0.11% 91
2023
Q4 		$274K Sell
2,745
-829
-23% -$87.1K 0.1% 73
2023
Q3 		$420K Buy
+3,574
New +$392K 0.08% 99
2023
Q2 		– Sell
-3,724
Closed -$408K – 138
2023
Q1 		$408K Sell
3,724
-610
-14% -$67.5K 0.11% 94
2022
Q4 		$478K Sell
4,334
-1,840
-30% -$197K 0.13% 93
2022
Q3 		$539K Sell
6,174
-2,449
-28% -$224K 0.15% 92
2022
Q2 		$738K Buy
8,623
+1,217
+16% +$110K 0.18% 86
2022
Q1 		$612K Buy
+7,406
New +$576K 0.13% 95
2021
Q3 		$507K Buy
8,615
+1,773
+26% +$101K 0.11% 109
2021
Q2 		$432K Sell
6,842
-28,508
-81% -$1.7M 0.1% 110
2021
Q1 		$1.98M Buy
35,350
+30,474
+625% +$1.6M 0.41% 78
2020
Q4 		$200K Buy
+4,876
New +$183K 0.05% 157
2020
Q3 		– Sell
-4,592
Closed -$205K – 194
2020
Q2 		$205K Buy
+4,592
New +$206K 0.06% 176
2020
Q1 		– Sell
-11,019
Closed -$769K – 198
2019
Q4 		$769K Buy
+11,019
New +$762K 0.2% 95

Other funds holding XOM

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Doliver Advisors
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Advisory Solutions's XOM Position: Q3 2026 in Review

Wealth Advisory Solutions increased its ExxonMobil (XOM) stake by 16% in Q3 2026, buying an estimated $76.9K and bringing the position to 3,478 shares worth $566K. The position accounts for 0.12% of the portfolio, ranked #92.

Wealth Advisory Solutions first reported a position in XOM in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.98M in Q1 2021. 1,522 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Wealth Advisory Solutions held 3,478 shares of ExxonMobil worth $566K as of Q3 2026.
  • Wealth Advisory Solutions bought 492 ExxonMobil shares in Q3 2026, an estimated $76.9K.
  • ExxonMobil made up 0.12% of Wealth Advisory Solutions's portfolio in Q3 2026, its #92 holding.
  • Wealth Advisory Solutions first reported a position in ExxonMobil in Q4 2019 and has held it in 24 quarters since.
  • Wealth Advisory Solutions's ExxonMobil position peaked at $1.98M in Q1 2021.
  • 1,522 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.