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Allied Investment Advisors, LLC → XOM
Allied Investment Advisors, LLC XOM Position History
ExxonMobil Holdings Corporation • Energy
Quarters held
5
Latest value
$21.1M
Q3 2026
Peak value
$21.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13.9M |
| Q4 2025 | $15.2M |
| Q1 2026 | $21.4M |
| Q2 2026 | $17.5M |
| Q3 2026 | $21.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21.1M | 129.4K | — | — |
| Q2 2026 | $17.5M | 128.3K | — | — |
| Q1 2026 | $21.4M | 126.4K | — | — |
| Q4 2025 | $15.2M | 126.2K | — | — |
| Q3 2025 | $13.9M | 123.0K | — | — |
Other funds holding XOM
$48.7B
$46.7B
$44.2B
$43.8B
$36.3B
$28.3B
$28.3B
$26.1B
Other Allied Investment Advisors, LLC positions
VGES
$136.4MVANGUARD SHORT-TERM BOND ETF
VGES
$80.4MVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
VGES
$65.3MVANGUARD INTERMEDIATE-TERM BOND ETF
SCHW-PJ
$59.3MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$55.7MSCHWAB US DIVIDEND EQUITY ETF
VLO
$54.1MVANGUARD HEALTH CARE ETF
SCHW-PJ
$50.1MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$48.9MSCHWAB US DIVIDEND EQUITY ETF