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Keudell/Morrison Wealth Management’s ExxonMobil XOM Stock Holding History

Keudell/Morrison 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
Q2 		$4.95M Sell
36,177
-586
-2% -$87.7K 0.93% 23
2026
Q1 		$6.24M Sell
36,763
-1,538
-4% -$224K 1.28% 17
2025
Q4 		$4.61M Buy
+38,301
New +$4.44M 0.97% 20
2025
Q2 		$4.39M Buy
40,721
+1,625
+4% +$174K 0.97% 17
2025
Q1 		$4.65M Buy
39,096
+1,904
+5% +$211K 1.1% 17
2024
Q4 		$4M Buy
37,192
+1,503
+4% +$176K 1.04% 19
2024
Q3 		$4.18M Buy
35,689
+345
+1% +$39.8K 1.14% 18
2024
Q2 		$4.07M Buy
35,344
+1,654
+5% +$193K 1.19% 17
2024
Q1 		$3.92M Sell
33,690
-8
-0% -$837 1.19% 18
2023
Q4 		$3.37M Sell
33,698
-356
-1% -$37.4K 1.11% 17
2023
Q3 		$4M Sell
34,054
-153
-0.4% -$16.8K 1.22% 18
2023
Q2 		$3.67M Sell
34,207
-3,982
-10% -$434K 1.06% 18
2023
Q1 		$4.19M Buy
38,189
+5,896
+18% +$652K 1.23% 14
2022
Q4 		$3.56M Sell
32,293
-2,272
-7% -$243K 1.14% 15
2022
Q3 		$3.02M Sell
34,565
-1,913
-5% -$175K 1.13% 16
2022
Q2 		$3.12M Sell
36,478
-2,194
-6% -$198K 1.14% 17
2022
Q1 		$3.19M Sell
38,672
-588
-1% -$45.7K 1.34% 11
2021
Q4 		$2.4M Sell
39,260
-2,392
-6% -$149K 0.95% 17
2021
Q3 		$2.45M Buy
41,652
+592
+1% +$33.7K 1.05% 16
2021
Q2 		$2.59M Buy
41,060
+720
+2% +$43K 1.42% 15
2021
Q1 		$2.25M Buy
40,340
+1,144
+3% +$60K 1.31% 16
2020
Q4 		$1.62M Sell
39,196
-6,586
-14% -$247K 1.03% 24
2020
Q3 		$1.57M Sell
45,782
-697
-1% -$28.5K 1.01% 22
2020
Q2 		$2.08M Sell
46,479
-297
-0.6% -$13.3K 1.72% 12
2020
Q1 		$1.66M Buy
46,776
+942
+2% +$52K 1.63% 14
2019
Q4 		$3.2M Buy
45,834
+2,632
+6% +$182K 2.21% 7
2019
Q3 		$3.05M Buy
43,202
+226
+0.5% +$16.3K 2.52% 4
2019
Q2 		$3.03M Buy
42,976
+1,014
+2% +$78.5K 2.65% 4
2019
Q1 		$3.39M Buy
+41,962
New +$3.2M 2.98% 2

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Keudell/Morrison Wealth Management's XOM Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its ExxonMobil (XOM) stake by 1.6% in Q2 2026, selling an estimated $87.7K and leaving 36,177 shares worth $4.95M. The position accounts for 0.93% of the portfolio, ranked #23.

Keudell/Morrison Wealth Management first reported a position in XOM in Q1 2019 and has held it in 29 quarters since. The position peaked at $6.24M in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Keudell/Morrison Wealth Management held 36,177 shares of ExxonMobil worth $4.95M as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 586 ExxonMobil shares in Q2 2026, an estimated $87.7K.
  • ExxonMobil made up 0.93% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Keudell/Morrison Wealth Management first reported a position in ExxonMobil in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's ExxonMobil position peaked at $6.24M in Q1 2026.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.