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Maia Wealth’s ExxonMobil XOM Stock Holding History

Maia Wealth’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 		$2.11M Buy
15,426
+756
+5% +$113K 0.31% 95
2026
Q1 		$2.49M Buy
14,670
+999
+7% +$146K 0.42% 68
2025
Q4 		$2.05M Buy
13,671
+1,295
+10% +$150K 0.35% 84
2025
Q3 		$1.46M Buy
12,376
+1,644
+15% +$183K 0.25% 109
2025
Q2 		$1.16M Buy
10,732
+1,611
+18% +$172K 0.22% 119
2025
Q1 		$943K Sell
9,121
-379
-4% -$41.9K 0.21% 114
2024
Q4 		$1.05M Buy
9,500
+1,224
+15% +$143K 0.23% 99
2024
Q3 		$990K Buy
8,276
+1,467
+22% +$169K 0.24% 87
2024
Q2 		$784K Buy
+6,809
New +$793K 0.24% 89
2023
Q4 		$558K Buy
+5,585
New +$587K 0.23% 86

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

Maia Wealth's XOM Position: Q2 2026 in Review

Maia Wealth increased its ExxonMobil (XOM) stake by 5.2% in Q2 2026, buying an estimated $113K and bringing the position to 15,426 shares worth $2.11M. The position accounts for 0.31% of the portfolio, ranked #95.

Maia Wealth first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.49M in Q1 2026. 4,270 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Maia Wealth held 15,426 shares of ExxonMobil worth $2.11M as of Q2 2026.
  • Maia Wealth bought 756 ExxonMobil shares in Q2 2026, an estimated $113K.
  • ExxonMobil made up 0.31% of Maia Wealth's portfolio in Q2 2026, its #95 holding.
  • Maia Wealth first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
  • Maia Wealth's ExxonMobil position peaked at $2.49M in Q1 2026.
  • 4,270 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.