Whalen Wealth Management’s ExxonMobil XOM Stock Holding History

Whalen Wealth Management’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	$1.76M	Buy	10,823 +495	+5%	+$77.4K	0.75%	34
2026 Q2	$1.41M	Buy	10,328 +3,646	+55%	+$546K	0.64%	47
2026 Q1	$1.13M	Buy	6,682 +311	+5%	+$45.4K	0.61%	40
2025 Q4	$767K	Buy	+6,371	New	+$739K	0.41%	65
2025 Q2	–	Sell	-4,531	Closed	-$539K	–	232
2025 Q1	$539K	Buy	+4,531	New	+$501K	0.36%	57
2024 Q4	–	Sell	-3,533	Closed	-$414K	–	180
2024 Q3	$414K	Buy	+3,533	New	+$408K	0.29%	78

Other funds holding XOM

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

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Whalen Wealth Management's XOM Position: Q3 2026 in Review

Whalen Wealth Management increased its ExxonMobil (XOM) stake by 4.8% in Q3 2026, buying an estimated $77.4K and bringing the position to 10,823 shares worth $1.76M. The position accounts for 0.75% of the portfolio, ranked #34.

Whalen Wealth Management first reported a position in XOM in Q3 2024 and has held it in 6 quarters since. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Whalen Wealth Management held 10,823 shares of ExxonMobil worth $1.76M as of Q3 2026.
Whalen Wealth Management bought 495 ExxonMobil shares in Q3 2026, an estimated $77.4K.
ExxonMobil made up 0.75% of Whalen Wealth Management's portfolio in Q3 2026, its #34 holding.
Whalen Wealth Management first reported a position in ExxonMobil in Q3 2024 and has held it in 6 quarters since.
235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.