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Marion Wealth Management’s ExxonMobil XOM Stock Holding History

Marion 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 		$842K Sell
6,156
-459
-7% -$68.7K 0.17% 88
2026
Q1 		$1.12M Buy
6,615
+172
+3% +$25.1K 0.25% 80
2025
Q4 		$870K Sell
6,443
-20
-0.3% -$2.32K 0.19% 81
2025
Q3 		$729K Sell
6,463
-161
-2% -$17.9K 0.17% 83
2025
Q2 		$714K Buy
6,624
+241
+4% +$25.8K 0.18% 82
2025
Q1 		$759K Sell
6,383
-223
-3% -$24.7K 0.2% 80
2024
Q4 		$711K Hold
6,606
– – 0.19% 80
2024
Q3 		$774K Sell
6,606
-33
-0.5% -$3.81K 0.21% 80
2024
Q2 		$764K Sell
6,639
-252
-4% -$29.4K 0.22% 80
2024
Q1 		$801K Buy
6,891
+330
+5% +$34.5K 0.24% 78
2023
Q4 		$656K Sell
6,561
-2,561
-28% -$269K 0.21% 79
2023
Q3 		$1.07M Buy
9,122
+3,264
+56% +$358K 0.38% 56
2023
Q2 		$628K Hold
5,858
– – 0.22% 74
2023
Q1 		$642K Buy
5,858
+78
+1% +$8.63K 0.24% 73
2022
Q4 		$638K Buy
5,780
+438
+8% +$46.9K 0.27% 70
2022
Q3 		$466K Buy
+5,342
New +$488K 0.24% 75

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

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

Marion Wealth Management reduced its ExxonMobil (XOM) stake by 6.9% in Q2 2026, selling an estimated $68.7K and leaving 6,156 shares worth $842K. The position accounts for 0.17% of the portfolio, ranked #88.

Marion Wealth Management first reported a position in XOM in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.12M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Marion Wealth Management held 6,156 shares of ExxonMobil worth $842K as of Q2 2026.
  • Marion Wealth Management sold 459 ExxonMobil shares in Q2 2026, an estimated $68.7K.
  • ExxonMobil made up 0.17% of Marion Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Marion Wealth Management first reported a position in ExxonMobil in Q3 2022 and has held it in 16 quarters since.
  • Marion Wealth Management's ExxonMobil position peaked at $1.12M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.