MBE Wealth Management
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MBE Wealth Management’s ExxonMobil XOM Stock Holding History

MBE 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
Q3 		$1.04M Buy
6,403
+85
+1% +$13.3K 0.37% 42
2026
Q2 		$864K Buy
6,318
+1
+0% +$150 0.3% 50
2026
Q1 		$1.07M Buy
6,317
+393
+7% +$57.4K 0.45% 38
2025
Q4 		$713K Sell
5,924
-7
-0.1% -$812 0.3% 48
2025
Q3 		$669K Sell
5,931
-115
-2% -$12.8K 0.29% 46
2025
Q2 		$652K Buy
6,046
+111
+2% +$11.9K 0.28% 47
2025
Q1 		$706K Sell
5,935
-15
-0.3% -$1.66K 0.34% 43
2024
Q4 		$640K Sell
5,950
-169
-3% -$19.8K 0.36% 37
2024
Q3 		$717K Buy
6,119
+53
+0.9% +$6.12K 0.4% 38
2024
Q2 		$698K Buy
6,066
+188
+3% +$21.9K 0.42% 33
2024
Q1 		$683K Sell
5,878
-1,092
-16% -$114K 0.42% 39
2023
Q4 		$697K Sell
6,970
-11
-0.2% -$1.16K 0.36% 35
2023
Q3 		$821K Buy
6,981
+18
+0.3% +$1.97K 0.47% 28
2023
Q2 		$747K Buy
6,963
+7
+0.1% +$764 0.4% 30
2023
Q1 		$763K Sell
6,956
-72
-1% -$7.96K 0.45% 27
2022
Q4 		$775K Buy
7,028
+1
+0% +$107 0.5% 23
2022
Q3 		$614K Buy
7,027
+68
+1% +$6.21K 0.45% 24
2022
Q2 		$596K Sell
6,959
-2,327
-25% -$210K 0.42% 26
2022
Q1 		$767K Buy
9,286
+32
+0.3% +$2.49K 0.46% 24
2021
Q4 		$566K Buy
9,254
+698
+8% +$43.6K 0.29% 25
2021
Q3 		$503K Buy
8,556
+487
+6% +$27.8K 0.26% 27
2021
Q2 		$509K Buy
8,069
+554
+7% +$33.1K 0.26% 26
2021
Q1 		$420K Buy
7,515
+30
+0.4% +$1.57K 0.23% 40
2020
Q4 		$308K Sell
7,485
-105
-1% -$3.94K 0.21% 39
2020
Q3 		$339K Hold
7,590
– – 0.28% 33
2020
Q2 		$339K Buy
7,590
+3,108
+69% +$139K 0.29% 33
2020
Q1 		$170K Buy
4,482
+1,404
+46% +$77.5K 0.16% 45
2019
Q4 		$214K Buy
+3,078
New +$213K 0.21% 39

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

MBE Wealth Management's XOM Position: Q3 2026 in Review

MBE Wealth Management increased its ExxonMobil (XOM) stake by 1.3% in Q3 2026, buying an estimated $13.3K and bringing the position to 6,403 shares worth $1.04M. The position accounts for 0.37% of the portfolio, ranked #42.

MBE Wealth Management first reported a position in XOM in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.07M in Q1 2026. 2,105 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • MBE Wealth Management held 6,403 shares of ExxonMobil worth $1.04M as of Q3 2026.
  • MBE Wealth Management bought 85 ExxonMobil shares in Q3 2026, an estimated $13.3K.
  • ExxonMobil made up 0.37% of MBE Wealth Management's portfolio in Q3 2026, its #42 holding.
  • MBE Wealth Management first reported a position in ExxonMobil in Q4 2019 and has held it in 28 quarters since.
  • MBE Wealth Management's ExxonMobil position peaked at $1.07M in Q1 2026.
  • 2,105 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.