Marks Group Wealth Management’s ExxonMobil XOM Stock Holding History

Marks Group 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	$3.83M	Sell	28,007 -142	-0.5%	-$21.3K	0.33%	76
2026 Q1	$4.78M	Buy	28,149 +224	+0.8%	+$32.7K	0.46%	86
2025 Q4	$3.36M	Buy	27,925 +1,689	+6%	+$196K	0.32%	98
2025 Q3	$2.96M	Buy	26,236 +235	+0.9%	+$26.1K	0.27%	98
2025 Q2	$2.8M	Sell	26,001 -4,436	-15%	-$474K	0.26%	100
2025 Q1	$3.62M	Buy	30,437 +735	+2%	+$81.3K	0.35%	91
2024 Q4	$3.2M	Sell	29,702 -74	-0.2%	-$8.66K	0.31%	93
2024 Q3	$3.49M	Sell	29,776 -31	-0.1%	-$3.58K	0.33%	92
2024 Q2	$3.43M	Buy	29,807 +164	+0.6%	+$19.1K	0.36%	89
2024 Q1	$3.45M	Sell	29,643 -1,599	-5%	-$167K	0.36%	87
2023 Q4	$3.12M	Buy	31,242 +2,253	+8%	+$237K	0.36%	89
2023 Q3	$3.41M	Buy	28,989 +8,218	+40%	+$901K	0.42%	85
2023 Q2	$2.23M	Sell	20,771 -3,175	-13%	-$346K	0.26%	116
2023 Q1	$2.63M	Buy	23,946 +580	+2%	+$64.2K	0.34%	100
2022 Q4	$2.58M	Buy	23,366 +569	+2%	+$61K	0.35%	96
2022 Q3	$1.99M	Buy	22,797 +1,060	+5%	+$96.8K	0.3%	100
2022 Q2	$1.86M	Buy	21,737 +1,668	+8%	+$150K	0.27%	111
2022 Q1	$1.66M	Buy	20,069 +2,095	+12%	+$163K	0.21%	121
2021 Q4	$1.1M	Buy	17,974 +2,172	+14%	+$136K	0.13%	162
2021 Q3	$933K	Buy	15,802 +6,576	+71%	+$375K	0.13%	156
2021 Q2	$588K	Buy	9,226 +116	+1%	+$6.93K	0.08%	171
2021 Q1	$507K	Buy	9,110 +1,240	+16%	+$65K	0.08%	175
2020 Q4	$324K	Sell	7,870 -1,657	-17%	-$62.1K	0.05%	204
2020 Q3	$327K	Buy	9,527 +435	+5%	+$17.8K	0.06%	196
2020 Q2	$405K	Sell	9,092 -789	-8%	-$35.4K	0.08%	171
2020 Q1	$375K	Buy	9,881 +1,801	+22%	+$99.4K	0.1%	166
2019 Q4	$564K	Buy	+8,080	New	+$559K	0.11%	163

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Marks Group Wealth Management's XOM Position: Q2 2026 in Review

Marks Group Wealth Management reduced its ExxonMobil (XOM) stake by 0.5% in Q2 2026, selling an estimated $21.3K and leaving 28,007 shares worth $3.83M. The position accounts for 0.33% of the portfolio, ranked #76.

Marks Group Wealth Management first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.78M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Marks Group Wealth Management held 28,007 shares of ExxonMobil worth $3.83M as of Q2 2026.
Marks Group Wealth Management sold 142 ExxonMobil shares in Q2 2026, an estimated $21.3K.
ExxonMobil made up 0.33% of Marks Group Wealth Management's portfolio in Q2 2026, its #76 holding.
Marks Group Wealth Management first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
Marks Group Wealth Management's ExxonMobil position peaked at $4.78M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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