MWM
XOM icon

Marietta Wealth Management’s ExxonMobil XOM Stock Holding History

Marietta 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
Q1 		$584K Buy
3,440
+85
+3% +$12.4K 0.07% 105
2025
Q4 		$404K Sell
3,355
-53
-2% -$6.15K 0.05% 108
2025
Q3 		$384K Buy
3,408
+438
+15% +$48.7K 0.05% 107
2025
Q2 		$320K Hold
2,970
– – 0.04% 110
2025
Q1 		$353K Sell
2,970
-349
-11% -$38.6K 0.05% 101
2024
Q4 		$357K Buy
3,319
+97
+3% +$11.3K 0.05% 100
2024
Q3 		$378K Hold
3,222
– – 0.05% 100
2024
Q2 		$371K Buy
+3,222
New +$375K 0.06% 98
2023
Q4 		– Sell
-1,858
Closed -$218K – 104
2023
Q3 		$218K Buy
+1,858
New +$204K 0.04% 100
2023
Q2 		– Sell
-1,858
Closed -$204K – 112
2023
Q1 		$204K Hold
1,858
– – 0.04% 106
2022
Q4 		$205K Buy
+1,858
New +$199K 0.05% 107
2020
Q1 		– Sell
-3,051
Closed -$213K – 126
2019
Q4 		$213K Hold
3,051
– – 0.07% 114
2019
Q3 		$215K Sell
3,051
-486
-14% -$35.1K 0.08% 117
2019
Q2 		$271K Sell
3,537
-361
-9% -$27.9K 0.11% 105
2019
Q1 		$315K Sell
3,898
-2,340
-38% -$178K 0.13% 105
2018
Q4 		$425K Sell
6,238
-183
-3% -$14.4K 0.2% 95
2018
Q3 		$546K Buy
6,421
+99
+2% +$8.09K 0.24% 92
2018
Q2 		$523K Sell
6,322
-3,145
-33% -$251K 0.26% 92
2018
Q1 		$706K Sell
9,467
-13,797
-59% -$1.1M 0.37% 74
2017
Q4 		$1.95M Sell
23,264
-501
-2% -$41.4K 1.05% 39
2017
Q3 		$1.95M Buy
23,765
+421
+2% +$33.4K 1.09% 39
2017
Q2 		$1.89M Buy
23,344
+119
+0.5% +$9.74K 1.15% 40
2017
Q1 		$1.91M Buy
23,225
+4,283
+23% +$358K 1.26% 32
2016
Q4 		$1.71M Buy
+18,942
New +$1.66M 1.37% 21

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Marietta Wealth Management's XOM Position: Q1 2026 in Review

Marietta Wealth Management increased its ExxonMobil (XOM) stake by 2.5% in Q1 2026, buying an estimated $12.4K and bringing the position to 3,440 shares worth $584K. The position accounts for 0.07% of the portfolio, ranked #105.

Marietta Wealth Management first reported a position in XOM in Q4 2016 and has held it in 24 quarters since. The position peaked at $1.95M in Q3 2017. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Marietta Wealth Management held 3,440 shares of ExxonMobil worth $584K as of Q1 2026.
  • Marietta Wealth Management bought 85 ExxonMobil shares in Q1 2026, an estimated $12.4K.
  • ExxonMobil made up 0.07% of Marietta Wealth Management's portfolio in Q1 2026, its #105 holding.
  • Marietta Wealth Management first reported a position in ExxonMobil in Q4 2016 and has held it in 24 quarters since.
  • Marietta Wealth Management's ExxonMobil position peaked at $1.95M in Q3 2017.
  • 4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Marietta Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.