MHR
XOM icon

Matthew Hamilton Rosenberg’s ExxonMobil XOM Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$2.2M Buy
13,494
+28
+0.2% +$4.38K 0.39% 29
2026
Q2 		$1.84M Buy
13,466
+460
+4% +$68.8K 0.34% 34
2026
Q1 		$2.21M Buy
13,006
+184
+1% +$26.9K 0.45% 27
2025
Q4 		$1.54M Buy
12,822
+261
+2% +$30.3K 0.32% 38
2025
Q3 		$1.42M Sell
12,561
-69
-0.5% -$7.67K 0.31% 37
2025
Q2 		$1.36M Sell
12,630
-782
-6% -$83.6K 0.32% 36
2025
Q1 		$1.6M Buy
13,412
+1,966
+17% +$217K 0.4% 30
2024
Q4 		$1.23M Buy
11,446
+205
+2% +$24K 0.32% 36
2024
Q3 		$1.32M Buy
11,241
+1,022
+10% +$118K 0.34% 33
2024
Q2 		$1.17M Buy
10,219
+2,685
+36% +$313K 0.35% 34
2024
Q1 		$881K Sell
7,534
-46
-0.6% -$4.81K 0.25% 43
2023
Q4 		$758K Sell
7,580
-588
-7% -$61.8K 0.23% 45
2023
Q3 		$960K Sell
8,168
-48
-0.6% -$5.26K 0.32% 38
2023
Q2 		$881K Sell
8,216
-43
-0.5% -$4.69K 0.3% 39
2023
Q1 		$906K Buy
8,259
+95
+1% +$10.5K 0.29% 44
2022
Q4 		$901K Buy
8,164
+5
+0.1% +$536 0.31% 47
2022
Q3 		$712K Buy
8,159
+5
+0.1% +$456 0.28% 50
2022
Q2 		$714K Sell
8,154
-124
-1% -$11.2K 0.27% 47
2022
Q1 		$684K Buy
8,278
+6
+0.1% +$466 0.24% 55
2021
Q4 		$506K Buy
8,272
+1,154
+16% +$72.1K 0.18% 67
2021
Q3 		$419K Buy
7,118
+150
+2% +$8.55K 0.17% 72
2021
Q2 		$440K Buy
6,968
+3
+0% +$179 0.23% 49
2021
Q1 		$389K Sell
6,965
-236
-3% -$12.4K 0.22% 54
2020
Q4 		$297K Sell
7,201
-3,164
-31% -$119K 0.19% 60
2020
Q3 		$356K Buy
10,365
+1,163
+13% +$47.5K 0.26% 46
2020
Q2 		$412K Buy
9,202
+393
+4% +$17.6K 0.33% 38
2020
Q1 		$335K Buy
+8,809
New +$486K 0.33% 37

Other funds holding XOM

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Matthew Hamilton Rosenberg's XOM Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its ExxonMobil (XOM) stake by 0.21% in Q3 2026, buying an estimated $4.38K and bringing the position to 13,494 shares worth $2.2M. The position accounts for 0.39% of the portfolio, ranked #29.

Matthew Hamilton Rosenberg first reported a position in XOM in Q1 2020 and has held it in 27 quarters since. The position peaked at $2.21M in Q1 2026. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Matthew Hamilton Rosenberg held 13,494 shares of ExxonMobil worth $2.2M as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 28 ExxonMobil shares in Q3 2026, an estimated $4.38K.
  • ExxonMobil made up 0.39% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #29 holding.
  • Matthew Hamilton Rosenberg first reported a position in ExxonMobil in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's ExxonMobil position peaked at $2.21M in Q1 2026.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.