Signals

← Signals

☆XOM

381 in-universe funds with a nonzero position in XOM within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#583
Score / z0.289 / 0.33
Consensus176.05 over 379 funds
Momentumno 12m return

Price & positioning

67 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 3
FiledFormItems
2026-08-28 8-K 8.01, 9.01
2026-07-31 8-K 2.02, 7.01
2026-07-07 8-K 7.01

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 577.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 204.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 197.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ADAMS NATURAL RESOURCES FUND, INC. (PEO) CIK 0000216851 0.271 51 184.1 24.1% 1 +24.1 pp +24.1 pp +24.1 pp +24.1 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 164.5 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Bahl & Gaynor LLC CIK 0000872259 0.777 341 118.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 89.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 73.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆S&CO INC CIK 0001082461 0.523 222 71.9 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 65.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FOUNDATION RESOURCE MANAGEMENT INC CIK 0001179232 0.431 56 57.5 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 44.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 40.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 40.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 37.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Hikari Power Ltd CIK 0001606152 0.716 43 34.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 34.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Willis Investment Counsel CIK 0001310929 0.439 125 33.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 33.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Clear Trail Advisors, LLC CIK 0002097856 0.297 161 32.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 31.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CULLINAN ASSOCIATES INC CIK 0001161670 0.511 204 28.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 28.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 28.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 28.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 28.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 27.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SCHWERIN BOYLE CAPITAL MANAGEMENT INC CIK 0000937522 0.596 49 27.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC CIK 0000885415 0.522 180 27.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆GARDNER RUSSO & QUINN LLC CIK 0000860643 0.971 85 24.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROFFMAN MILLER ASSOCIATES INC /PA/ CIK 0000869367 0.633 87 23.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 23.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 21.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 20.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 20.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆LEE DANNER & BASS INC CIK 0000939219 0.560 250 19.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 19.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 18.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Allied Investment Advisors, LLC CIK 0001729869 0.375 110 17.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆ABNER HERRMAN & BROCK LLC CIK 0001038661 0.450 111 17.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 17.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 17.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 16.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 16.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 15.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 15.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 15.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆HARVEY INVESTMENT CO LLC CIK 0001162781 0.624 99 15.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 14.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆JOHN G ULLMAN & ASSOCIATES INC CIK 0000919530 0.367 181 14.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 14.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆TOWER BRIDGE ADVISORS CIK 0001278249 0.477 222 13.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 13.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 13.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 13.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Ipswich Investment Management Co., Inc. CIK 0001463753 0.300 190 12.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 12.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 12.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Warther Private Wealth, LLC CIK 0001954551 0.242 50 12.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Allen Mooney & Barnes Investment Advisors LLC CIK 0002001461 0.200 152 11.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 11.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 11.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆EVENTIDE ASSET MANAGEMENT, LLC CIK 0001442891 0.505 301 11.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tufton Capital Management CIK 0001055963 0.400 127 11.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 10.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 10.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 10.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Wellington Shields & Co., LLC CIK 0001506073 0.261 329 10.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 10.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Franklin, Parlapiano, Turner & Welch, LLC CIK 0001707856 0.638 55 9.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 9.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Baldwin Investment Management, LLC CIK 0001346378 0.670 231 9.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 8.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆QV Investors Inc. CIK 0001570253 0.548 68 8.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Knuff & Co LLC CIK 0001768089 0.368 142 8.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Mengis Capital Management, Inc. CIK 0001609674 0.345 218 8.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 8.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BCM ADVISORS, LLC CIK 0001373017 0.760 80 8.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 8.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 8.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 7.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MCDANIEL TERRY & CO CIK 0001104366 0.709 81 7.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 7.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 7.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆DOHENY ASSET MANAGEMENT /CA CIK 0000936936 0.350 61 7.3 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 7.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 7.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Violich Capital Management, Inc. CIK 0001326766 0.684 122 7.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 7.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WILKINS INVESTMENT COUNSEL INC CIK 0001276853 0.416 119 7.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 7.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 7.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 6.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VIKING FUND MANAGEMENT LLC CIK 0001169069 0.311 146 6.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 6.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Empire Life Investments Inc. CIK 0001640951 0.544 113 6.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Keystone Financial Planning, Inc. CIK 0001596906 0.687 39 6.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 6.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orographic Financial Advisors, LLC CIK 0002135775 0.170 105 6.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 6.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BRIAN LOW FINANCIAL GROUP, LLC CIK 0002079080 0.135 116 6.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 0.255 242 6.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆ASSET PLANNING SERVICES INC /LA/ /ADV CIK 0000811407 0.484 36 6.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Altrius Capital Management Inc CIK 0001940646 0.194 89 5.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 5.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 5.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆GREATMARK INVESTMENT PARTNERS, INC. CIK 0001540944 0.537 153 5.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 5.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Morse Asset Management, Inc CIK 0001705711 0.259 415 5.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Select Asset Management & Trust CIK 0001600636 0.786 79 5.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 5.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 5.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.681 161 5.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 5.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 5.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 5.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆InvesTrust CIK 0002050848 0.267 95 5.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 5.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 4.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 4.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BURNS J W & CO INC/NY CIK 0001047339 0.575 189 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 4.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 0.487 246 4.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NKCFO LLC CIK 0001757282 0.145 92 4.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 4.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Private Capital Advisors, Inc. CIK 0001350780 0.792 76 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 3.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 3.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Stolper Co CIK 0001808195 0.048 91 3.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 3.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ramsay, Stattman, Vela & Price, Inc. CIK 0001541399 0.522 84 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 3.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆R.H. Dinel Investment Counsel, Inc. CIK 0001598352 0.411 40 2.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 2.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Goodman Financial Corp CIK 0001382303 0.242 73 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 2.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA CIK 0001089707 0.239 84 2.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Eddie Patel Inc CIK 0002078760 0.019 127 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REBALANCE, LLC CIK 0001811052 0.940 103 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gray Private Wealth, LLC CIK 0001928877 0.837 58 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆truNorth Financial Services, Inc. CIK 0002108201 0.521 59 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Monetary Solutions, Ltd CIK 0002112370 0.453 397 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆High Point Wealth Management, LLC CIK 0002106882 0.246 250 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trust Co CIK 0001632554 0.769 908 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mallini Complete Financial Planning LLC CIK 0002049540 0.228 70 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAYBROOK CAPITAL /NC CIK 0001044924 0.765 42 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELCH CAPITAL PARTNERS LLC/NY CIK 0001042063 0.934 26 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Port Capital LLC CIK 0001729212 0.798 108 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dale Q Rice Investment Management Ltd CIK 0002041427 0.473 68 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.2 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Borer Denton & Associates, Inc. CIK 0001993607 0.499 74 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Canton Hathaway, LLC CIK 0001755785 0.678 283 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFS Advisors, LLC CIK 0001765617 0.782 220 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisor Network LLC CIK 0002131047 0.324 183 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Partners, LLC CIK 2141570 0.611 214 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventus Investment Advisors, Inc. CIK 0002093055 0.494 157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PALLADIEM, LLC CIK 0001629271 0.040 136 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just XOM). Qtrs Held counts distinct quarters this fund has actually held XOM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XOM position size. Δ columns are the percentage-point change in XOM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status