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Marotta Asset Management’s ExxonMobil XOM Stock Holding History

Marotta Asset 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 		$478K Sell
3,504
-83
-2% -$12.4K 0.08% 69
2026
Q1 		$577K Sell
3,587
-7
-0.2% -$1.02K 0.11% 63
2025
Q4 		$433K Sell
3,594
-276
-7% -$32K 0.08% 68
2025
Q3 		$433K Sell
3,870
-301
-7% -$33.5K 0.08% 70
2025
Q2 		$450K Sell
4,171
-412
-9% -$44K 0.09% 68
2025
Q1 		$537K Buy
4,583
+213
+5% +$23.6K 0.11% 69
2024
Q4 		$469K Sell
4,370
-213
-5% -$24.9K 0.1% 70
2024
Q3 		$537K Sell
4,583
-100
-2% -$11.5K 0.11% 69
2024
Q2 		$538K Sell
4,683
-336
-7% -$39.1K 0.11% 67
2024
Q1 		$583K Sell
5,019
-20
-0.4% -$2.09K 0.12% 64
2023
Q4 		$504K Sell
5,039
-929
-16% -$97.6K 0.11% 66
2023
Q3 		$702K Buy
5,968
+355
+6% +$38.9K 0.16% 58
2023
Q2 		$602K Buy
+5,613
New +$612K 0.13% 62
2022
Q4 		$761K Buy
6,896
+11
+0.2% +$1.18K 0.18% 55
2022
Q3 		$601K Sell
6,885
-12
-0.2% -$1.1K 0.16% 57
2022
Q2 		$604K Buy
6,897
+380
+6% +$34.3K 0.15% 61
2022
Q1 		$538K Buy
6,517
+18
+0.3% +$1.4K 0.13% 69
2021
Q4 		$398K Buy
6,499
+282
+5% +$17.6K 0.09% 75
2021
Q3 		$366K Sell
6,217
-131
-2% -$7.47K 0.09% 74
2021
Q2 		$402K Sell
6,348
-790
-11% -$47.2K 0.1% 70
2021
Q1 		$410K Sell
7,138
-33
-0.5% -$1.73K 0.1% 66
2020
Q4 		$296K Sell
7,171
-1,266
-15% -$47.5K 0.08% 65
2020
Q3 		$290K Sell
8,437
-1,656
-16% -$67.7K 0.09% 64
2020
Q2 		$451K Sell
10,093
-646
-6% -$29K 0.14% 53
2020
Q1 		$403K Sell
10,739
-1,245
-10% -$68.7K 0.16% 52
2019
Q4 		$728K Buy
+11,984
New +$829K 0.22% 49

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
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
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Marotta Asset Management's XOM Position: Q2 2026 in Review

Marotta Asset Management reduced its ExxonMobil (XOM) stake by 2.3% in Q2 2026, selling an estimated $12.4K and leaving 3,504 shares worth $478K. The position accounts for 0.08% of the portfolio, ranked #69.

Marotta Asset Management first reported a position in XOM in Q4 2019 and has held it in 26 quarters since. The position peaked at $761K in Q4 2022. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Marotta Asset Management held 3,504 shares of ExxonMobil worth $478K as of Q2 2026.
  • Marotta Asset Management sold 83 ExxonMobil shares in Q2 2026, an estimated $12.4K.
  • ExxonMobil made up 0.08% of Marotta Asset Management's portfolio in Q2 2026, its #69 holding.
  • Marotta Asset Management first reported a position in ExxonMobil in Q4 2019 and has held it in 26 quarters since.
  • Marotta Asset Management's ExxonMobil position peaked at $761K in Q4 2022.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.