M3 Advisory Group’s ExxonMobil XOM Stock Holding History

M3 Advisory Group’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	$566K	Buy	4,142 +200	+5%	+$29.9K	0.29%	63
2026 Q1	$669K	Buy	3,942 +305	+8%	+$44.5K	0.41%	49
2025 Q4	$438K	Buy	3,637 +72	+2%	+$8.35K	0.27%	67
2025 Q3	$402K	Buy	3,565 +622	+21%	+$69.1K	0.25%	74
2025 Q2	$317K	Buy	2,943 +72	+3%	+$7.7K	0.22%	85
2025 Q1	$341K	Buy	2,871 +617	+27%	+$68.2K	0.27%	75
2024 Q4	$242K	Sell	2,254 -79	-3%	-$9.24K	0.17%	122
2024 Q3	$273K	Buy	2,333 +282	+14%	+$32.6K	0.2%	110
2024 Q2	$236K	Buy	+2,051	New	+$239K	0.19%	113

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

M3 Advisory Group's XOM Position: Q2 2026 in Review

M3 Advisory Group increased its ExxonMobil (XOM) stake by 5.1% in Q2 2026, buying an estimated $29.9K and bringing the position to 4,142 shares worth $566K. The position accounts for 0.29% of the portfolio, ranked #63.

M3 Advisory Group first reported a position in XOM in Q2 2024 and has held it in 9 quarters since. The position peaked at $669K in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

M3 Advisory Group held 4,142 shares of ExxonMobil worth $566K as of Q2 2026.
M3 Advisory Group bought 200 ExxonMobil shares in Q2 2026, an estimated $29.9K.
ExxonMobil made up 0.29% of M3 Advisory Group's portfolio in Q2 2026, its #63 holding.
M3 Advisory Group first reported a position in ExxonMobil in Q2 2024 and has held it in 9 quarters since.
M3 Advisory Group's ExxonMobil position peaked at $669K in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.