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Williams & Novak’s ExxonMobil XOM Stock Holding History

Williams & Novak’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 		$680K Buy
+4,181
New +$654K 0.4% 57
2026
Q2 		– Sell
-1,288
Closed -$207K – 155
2026
Q1 		$207K Buy
+1,288
New +$188K 0.16% 105

Other funds holding XOM

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

Williams & Novak's XOM Position: Q3 2026 in Review

Williams & Novak opened a new position in ExxonMobil (XOM) in Q3 2026: 4,181 shares worth $680K. The stake represents 0.4% of the portfolio and ranks #57 among its holdings. This is a return to the name: Williams & Novak previously reported a position in XOM as recently as Q1 2026.

Williams & Novak first reported a position in XOM in Q1 2026 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Williams & Novak held 4,181 shares of ExxonMobil worth $680K as of Q3 2026.
  • ExxonMobil was a new Williams & Novak position in Q3 2026.
  • ExxonMobil made up 0.4% of Williams & Novak's portfolio in Q3 2026, its #57 holding.
  • Williams & Novak first reported a position in ExxonMobil in Q1 2026 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.