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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
Q2 		$477K Buy
3,490
+50
+1% +$7.48K 0.05% 109
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 $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

Marietta Wealth Management's XOM Position: Q2 2026 in Review

Marietta Wealth Management increased its ExxonMobil (XOM) stake by 1.5% in Q2 2026, buying an estimated $7.48K and bringing the position to 3,490 shares worth $477K. The position accounts for 0.05% of the portfolio, ranked #109.

Marietta Wealth Management first reported a position in XOM in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.95M in Q3 2017. 4,265 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Marietta Wealth Management held 3,490 shares of ExxonMobil worth $477K as of Q2 2026.
  • Marietta Wealth Management bought 50 ExxonMobil shares in Q2 2026, an estimated $7.48K.
  • ExxonMobil made up 0.05% of Marietta Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Marietta Wealth Management first reported a position in ExxonMobil in Q4 2016 and has held it in 25 quarters since.
  • Marietta Wealth Management's ExxonMobil position peaked at $1.95M in Q3 2017.
  • 4,265 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.