Winnow Wealth’s ExxonMobil XOM Stock Holding History

Winnow Wealth’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	$2.01M	Buy	12,356 +50	+0.4%	+$7.82K	1.33%	14
2026 Q2	$1.68M	Buy	12,306 +5	+0%	+$748	1.14%	14
2026 Q1	$2.09M	Buy	12,301 +45	+0.4%	+$6.57K	1.61%	10
2025 Q4	$1.48M	Sell	12,256 -12,687	-51%	-$1.47M	1.1%	11
2025 Q3	$2.82M	Buy	+24,943	New	+$2.77M	2.21%	7
2025 Q2	–	Sell	-24,875	Closed	-$2.96M	–	687
2025 Q1	$2.96M	Buy	24,875 +53	+0.2%	+$5.86K	2.73%	7
2024 Q4	$2.67M	Buy	+24,822	New	+$2.9M	2.65%	6

Other funds holding XOM

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Winnow Wealth's XOM Position: Q3 2026 in Review

Winnow Wealth increased its ExxonMobil (XOM) stake by 0.41% in Q3 2026, buying an estimated $7.82K and bringing the position to 12,356 shares worth $2.01M. The position accounts for 1.33% of the portfolio, ranked #14.

Winnow Wealth first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.96M in Q1 2025. 959 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Winnow Wealth held 12,356 shares of ExxonMobil worth $2.01M as of Q3 2026.
Winnow Wealth bought 50 ExxonMobil shares in Q3 2026, an estimated $7.82K.
ExxonMobil made up 1.33% of Winnow Wealth's portfolio in Q3 2026, its #14 holding.
Winnow Wealth first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Winnow Wealth's ExxonMobil position peaked at $2.96M in Q1 2025.
959 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.