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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
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

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

MBL Wealth's XOM Position: Q2 2026 in Review

MBL Wealth sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 17,588 shares — an estimated $2.98M sold.

MBL Wealth first reported a position in XOM in Q4 2020 and held it in 20 quarters. The position peaked at $2.98M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • MBL Wealth reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • MBL Wealth sold 17,588 ExxonMobil shares in Q2 2026, an estimated $2.98M.
  • MBL Wealth first reported a position in ExxonMobil in Q4 2020 and held it in 20 quarters.
  • MBL Wealth's ExxonMobil position peaked at $2.98M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.