Whelan Financial
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Whelan Financial’s ExxonMobil XOM Stock Holding History

Whelan Financial’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 		$712K Buy
4,376
+771
+21% +$121K 0.18% 48
2026
Q2 		$493K Buy
3,605
+148
+4% +$22.2K 0.13% 59
2026
Q1 		$587K Buy
3,457
+10
+0.3% +$1.46K 0.18% 47
2025
Q4 		$415K Sell
3,447
-653
-16% -$75.7K 0.13% 57
2025
Q3 		$462K Buy
4,100
+1,419
+53% +$158K 0.15% 53
2025
Q2 		$289K Buy
2,681
+214
+9% +$22.9K 0.1% 54
2025
Q1 		$293K Buy
2,467
+14
+0.6% +$1.55K 0.11% 50
2024
Q4 		$264K Buy
2,453
+76
+3% +$8.89K 0.1% 47
2024
Q3 		$279K Sell
2,377
-83
-3% -$9.6K 0.11% 37
2024
Q2 		$283K Buy
2,460
+678
+38% +$79K 0.13% 34
2024
Q1 		$207K Buy
+1,782
New +$186K 0.09% 39

Other funds holding XOM

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Whelan Financial's XOM Position: Q3 2026 in Review

Whelan Financial increased its ExxonMobil (XOM) stake by 21% in Q3 2026, buying an estimated $121K and bringing the position to 4,376 shares worth $712K. The position accounts for 0.18% of the portfolio, ranked #48.

Whelan Financial first reported a position in XOM in Q1 2024 and has held it in 11 quarters since. 2,828 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Whelan Financial held 4,376 shares of ExxonMobil worth $712K as of Q3 2026.
  • Whelan Financial bought 771 ExxonMobil shares in Q3 2026, an estimated $121K.
  • ExxonMobil made up 0.18% of Whelan Financial's portfolio in Q3 2026, its #48 holding.
  • Whelan Financial first reported a position in ExxonMobil in Q1 2024 and has held it in 11 quarters since.
  • 2,828 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.