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Wealthstar Advisors’s ExxonMobil XOM Stock Holding History

Wealthstar 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
2026
Q3 		$301K Hold
1,846
– – 0.08% 97
2026
Q2 		$252K Buy
1,846
+8
+0.4% +$1.2K 0.07% 104
2026
Q1 		$312K Sell
1,838
-376
-17% -$54.9K 0.15% 98
2025
Q4 		$266K Sell
2,214
-5,408
-71% -$627K 0.12% 113
2025
Q3 		$859K Sell
7,622
-8,061
-51% -$896K 0.34% 60
2025
Q2 		$1.69M Sell
15,683
-925
-6% -$98.9K 0.64% 28
2025
Q1 		$1.98M Sell
16,608
-127
-0.8% -$14K 0.9% 26
2024
Q4 		$1.8M Buy
+16,735
New +$1.96M 0.78% 25
2024
Q2 		$2.46M Buy
21,403
+5,144
+32% +$599K 2% 12
2024
Q1 		$1.89M Sell
16,259
-442
-3% -$46.2K 0.66% 20
2023
Q4 		$1.67M Buy
16,701
+87
+0.5% +$9.14K 0.27% 21
2023
Q3 		$1.95M Sell
16,614
-752
-4% -$82.5K 0.75% 20
2023
Q2 		$1.86M Sell
17,366
-4,550
-21% -$496K 0.78% 16
2023
Q1 		$2.4M Buy
21,916
+8,122
+59% +$898K 0.91% 15
2022
Q4 		$1.52M Sell
13,794
-463
-3% -$49.6K 0.69% 20
2022
Q3 		$1.24M Sell
14,257
-5,350
-27% -$488K 0.59% 22
2022
Q2 		$1.68M Sell
19,607
-1,842
-9% -$166K 0.65% 22
2022
Q1 		$1.78M Buy
21,449
+8,905
+71% +$692K 0.66% 22
2021
Q4 		$767K Sell
12,544
-133
-1% -$8.31K 0.26% 42
2021
Q3 		$744K Buy
12,677
+192
+2% +$10.9K 0.22% 44
2021
Q2 		$787K Buy
+12,485
New +$745K 0.25% 44
2020
Q1 		$411K Buy
10,819
+2,036
+23% +$112K 0.29% 31
2019
Q4 		$612K Sell
8,783
-55
-0.6% -$3.8K 0.38% 24
2019
Q3 		$625K Buy
8,838
+73
+0.8% +$5.28K 0.35% 22
2019
Q2 		$671K Buy
8,765
+9
+0.1% +$697 0.39% 20
2019
Q1 		$708K Buy
8,756
+6
+0.1% +$457 0.43% 19
2018
Q4 		$596K Buy
8,750
+8
+0.1% +$628 0.45% 19
2018
Q3 		$743K Buy
8,742
+7
+0.1% +$572 0.44% 20
2018
Q2 		$700K Sell
8,735
-779
-8% -$62.1K 0.21% 20
2018
Q1 		$710K Buy
+9,514
New +$761K 0.21% 19

Other funds holding XOM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Wealthstar Advisors's XOM Position: Q3 2026 in Review

Wealthstar Advisors held its ExxonMobil (XOM) position steady in Q3 2026 at 1,846 shares worth $301K. The position accounts for 0.08% of the portfolio, ranked #97.

Wealthstar Advisors first reported a position in XOM in Q1 2018 and has held it in 30 quarters since. The position peaked at $2.46M in Q2 2024. 3,198 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Wealthstar Advisors held 1,846 shares of ExxonMobil worth $301K as of Q3 2026.
  • Wealthstar Advisors left its ExxonMobil share count unchanged in Q3 2026.
  • ExxonMobil made up 0.08% of Wealthstar Advisors's portfolio in Q3 2026, its #97 holding.
  • Wealthstar Advisors first reported a position in ExxonMobil in Q1 2018 and has held it in 30 quarters since.
  • Wealthstar Advisors's ExxonMobil position peaked at $2.46M in Q2 2024.
  • 3,198 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Wealthstar Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.