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Mattern Wealth Management’s ExxonMobil XOM Stock Holding History

Mattern 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 		$2.93M Buy
21,428
+43
+0.2% +$6.44K 0.48% 38
2026
Q1 		$3.63M Sell
21,385
-657
-3% -$95.9K 0.71% 27
2025
Q4 		$2.65M Buy
22,042
+239
+1% +$27.7K 0.51% 34
2025
Q3 		$2.46M Sell
21,803
-564
-3% -$62.7K 0.49% 34
2025
Q2 		$2.41M Sell
22,367
-2,600
-10% -$278K 0.5% 36
2025
Q1 		$2.97M Buy
24,967
+1,950
+8% +$216K 0.66% 32
2024
Q4 		$2.48M Sell
23,017
-3,730
-14% -$436K 0.55% 35
2024
Q3 		$3.14M Sell
26,747
-370
-1% -$42.7K 0.69% 28
2024
Q2 		$3.12M Buy
27,117
+1,765
+7% +$206K 0.75% 36
2024
Q1 		$2.95M Buy
25,352
+3
+0% +$314 0.72% 40
2023
Q4 		$2.53M Buy
25,349
+502
+2% +$52.8K 0.65% 47
2023
Q3 		$2.92M Buy
24,847
+291
+1% +$31.9K 0.86% 29
2023
Q2 		$2.63M Buy
24,556
+420
+2% +$45.8K 0.77% 34
2023
Q1 		$2.65M Sell
24,136
-398
-2% -$44K 0.88% 31
2022
Q4 		$2.71M Buy
24,534
+4,970
+25% +$533K 1.09% 24
2022
Q3 		$1.71M Buy
19,564
+53
+0.3% +$4.84K 0.69% 43
2022
Q2 		$1.67M Sell
19,511
-1,832
-9% -$165K 0.65% 45
2022
Q1 		$1.76M Buy
21,343
+1,997
+10% +$155K 0.58% 52
2021
Q4 		$1.18M Buy
19,346
+1,074
+6% +$67.1K 0.35% 72
2021
Q3 		$1.07M Buy
18,272
+404
+2% +$23K 0.36% 72
2021
Q2 		$1.02M Buy
17,868
+938
+6% +$56K 0.33% 76
2021
Q1 		$945K Buy
16,930
+104
+0.6% +$5.45K 0.33% 80
2020
Q4 		$694K Buy
16,826
+5
+0% +$187 0.26% 86
2020
Q3 		$577K Sell
16,821
-3,061
-15% -$125K 0.25% 87
2020
Q2 		$889K Sell
19,882
-6,496
-25% -$291K 0.43% 72
2020
Q1 		$1M Sell
26,378
-5,084
-16% -$281K 0.72% 47
2019
Q4 		$2.19M Buy
+31,462
New +$2.18M 1.32% 22

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

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

Mattern Wealth Management increased its ExxonMobil (XOM) stake by 0.2% in Q2 2026, buying an estimated $6.44K and bringing the position to 21,428 shares worth $2.93M. The position accounts for 0.48% of the portfolio, ranked #38.

Mattern Wealth Management first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.63M in Q1 2026. 4,256 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Mattern Wealth Management held 21,428 shares of ExxonMobil worth $2.93M as of Q2 2026.
  • Mattern Wealth Management bought 43 ExxonMobil shares in Q2 2026, an estimated $6.44K.
  • ExxonMobil made up 0.48% of Mattern Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Mattern Wealth Management first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • Mattern Wealth Management's ExxonMobil position peaked at $3.63M in Q1 2026.
  • 4,256 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.