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Yoder Wealth Management’s ExxonMobil XOM Stock Holding History

Yoder 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 		$318K Buy
1,951
+129
+7% +$20.2K 0.12% 100
2026
Q2 		$249K Buy
1,822
+12
+0.7% +$1.8K 0.1% 114
2026
Q1 		$307K Buy
1,810
+100
+6% +$14.6K 0.14% 98
2025
Q4 		$206K Buy
+1,710
New +$198K 0.09% 116

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

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

Yoder Wealth Management increased its ExxonMobil (XOM) stake by 7.1% in Q3 2026, buying an estimated $20.2K and bringing the position to 1,951 shares worth $318K. The position accounts for 0.12% of the portfolio, ranked #100.

Yoder Wealth Management first reported a position in XOM in Q4 2025 and has held it in 4 quarters since. 1,043 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Yoder Wealth Management held 1,951 shares of ExxonMobil worth $318K as of Q3 2026.
  • Yoder Wealth Management bought 129 ExxonMobil shares in Q3 2026, an estimated $20.2K.
  • ExxonMobil made up 0.12% of Yoder Wealth Management's portfolio in Q3 2026, its #100 holding.
  • Yoder Wealth Management first reported a position in ExxonMobil in Q4 2025 and has held it in 4 quarters since.
  • 1,043 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

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