MBL Wealth
XOM icon

MBL Wealth’s ExxonMobil XOM Stock Holding History

MBL Wealth’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 		$3.01M Buy
+18,504
New +$2.89M 0.18% 78
2026
Q2 		– Sell
-17,588
Closed -$2.98M – 414
2026
Q1 		$2.98M Buy
17,588
+371
+2% +$54.1K 0.23% 68
2025
Q4 		$2.07M Buy
17,217
+8,212
+91% +$952K 0.17% 85
2025
Q3 		$1.02M Buy
9,005
+750
+9% +$83.4K 0.09% 111
2025
Q2 		$890K Sell
8,255
-146
-2% -$15.6K 0.09% 111
2025
Q1 		$999K Buy
8,401
+276
+3% +$30.5K 0.1% 97
2024
Q4 		$874K Sell
8,125
-109
-1% -$12.8K 0.09% 102
2024
Q3 		$965K Buy
8,234
+292
+4% +$33.7K 0.1% 96
2024
Q2 		$914K Buy
7,942
+608
+8% +$70.8K 0.1% 96
2024
Q1 		$853K Buy
7,334
+242
+3% +$25.3K 0.1% 97
2023
Q4 		$709K Sell
7,092
-37
-0.5% -$3.89K 0.09% 97
2023
Q3 		$838K Buy
7,129
+127
+2% +$13.9K 0.12% 80
2023
Q2 		$751K Sell
7,002
-121
-2% -$13.2K 0.11% 87
2023
Q1 		$781K Buy
7,123
+394
+6% +$43.6K 0.12% 75
2022
Q4 		$742K Buy
6,729
+415
+7% +$44.5K 0.14% 75
2022
Q3 		$551K Buy
6,314
+457
+8% +$41.7K 0.12% 89
2022
Q2 		$502K Sell
5,857
-3,004
-34% -$271K 0.13% 91
2022
Q1 		$732K Buy
+8,861
New +$689K 0.18% 77
2021
Q3 		$679K Buy
+11,540
New +$658K 0.23% 56
2021
Q1 		$626K Buy
11,224
+82
+0.7% +$4.3K 0.22% 73
2020
Q4 		$459K Buy
+11,142
New +$418K 0.18% 77

Other funds holding XOM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

MBL Wealth's XOM Position: Q3 2026 in Review

MBL Wealth opened a new position in ExxonMobil (XOM) in Q3 2026: 18,504 shares worth $3.01M. The stake represents 0.18% of the portfolio and ranks #78 among its holdings. This is a return to the name: MBL Wealth previously reported a position in XOM as recently as Q1 2026.

MBL Wealth first reported a position in XOM in Q4 2020 and has held it in 21 quarters since. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • MBL Wealth held 18,504 shares of ExxonMobil worth $3.01M as of Q3 2026.
  • ExxonMobil was a new MBL Wealth position in Q3 2026.
  • ExxonMobil made up 0.18% of MBL Wealth's portfolio in Q3 2026, its #78 holding.
  • MBL Wealth first reported a position in ExxonMobil in Q4 2020 and has held it in 21 quarters since.
  • 4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.