Wiser Wealth Management
XOM icon

Wiser Wealth Management’s ExxonMobil XOM Stock Holding History

Wiser 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 		$477K Buy
2,933
+57
+2% +$8.91K 0.09% 49
2026
Q2 		$393K Buy
2,876
+322
+13% +$48.2K 0.08% 50
2026
Q1 		$433K Buy
2,554
+133
+5% +$19.4K 0.09% 44
2025
Q4 		$291K Buy
2,421
+95
+4% +$11K 0.06% 46
2025
Q3 		$262K Buy
2,326
+415
+22% +$46.1K 0.06% 48
2025
Q2 		$206K Sell
1,911
-34
-2% -$3.64K 0.05% 50
2025
Q1 		$231K Buy
1,945
+45
+2% +$4.98K 0.06% 46
2024
Q4 		$204K Buy
+1,900
New +$222K 0.06% 48

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Doliver Advisors
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

Wiser Wealth Management increased its ExxonMobil (XOM) stake by 2% in Q3 2026, buying an estimated $8.91K and bringing the position to 2,933 shares worth $477K. The position accounts for 0.09% of the portfolio, ranked #49.

Wiser Wealth Management first reported a position in XOM in Q4 2024 and has held it in 8 quarters since. 1,639 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Wiser Wealth Management held 2,933 shares of ExxonMobil worth $477K as of Q3 2026.
  • Wiser Wealth Management bought 57 ExxonMobil shares in Q3 2026, an estimated $8.91K.
  • ExxonMobil made up 0.09% of Wiser Wealth Management's portfolio in Q3 2026, its #49 holding.
  • Wiser Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 8 quarters since.
  • 1,639 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Wiser Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.