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McAlister Sweet & Associates’s ExxonMobil XOM Stock Holding History

McAlister Sweet & Associates’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 		$5.29M Buy
38,694
+5,470
+16% +$819K 2.83% 13
2026
Q1 		$5.64M Sell
33,224
-2,160
-6% -$315K 3.51% 9
2025
Q4 		$4.26M Sell
35,384
-1,052
-3% -$122K 3.23% 10
2025
Q3 		$4.11M Buy
36,436
+807
+2% +$89.7K 2.71% 11
2025
Q2 		$3.84M Sell
35,629
-5,376
-13% -$575K 3.41% 10
2025
Q1 		$4.88M Sell
41,005
-7,146
-15% -$790K 3.69% 10
2024
Q4 		$5.18M Buy
48,151
+7,892
+20% +$923K 3.69% 8
2024
Q3 		$4.72M Sell
40,259
-8,168
-17% -$943K 3.9% 11
2024
Q2 		$5.57M Buy
48,427
+8,103
+20% +$944K 4% 6
2024
Q1 		$4.69M Sell
40,324
-9,742
-19% -$1.02M 3.68% 8
2023
Q4 		$5.01M Buy
50,066
+7,582
+18% +$797K 4.65% 7
2023
Q3 		$5M Sell
42,484
-13,028
-23% -$1.43M 4.25% 5
2023
Q2 		$5.95M Sell
55,512
-1,825
-3% -$199K 5.12% 4
2023
Q1 		$6.29M Sell
57,337
-1,601
-3% -$177K 6.91% 4
2022
Q4 		$6.5M Buy
58,938
+1,187
+2% +$127K 9.63% 3
2022
Q3 		$5.04M Buy
57,751
+2,289
+4% +$209K 5.39% 6
2022
Q2 		$4.75M Buy
55,462
+4,408
+9% +$398K 4.82% 6
2022
Q1 		$4.22M Sell
51,054
-4,459
-8% -$347K 4.48% 7
2021
Q4 		$3.4M Buy
+55,513
New +$3.47M 2.96% 10

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

McAlister Sweet & Associates's XOM Position: Q2 2026 in Review

McAlister Sweet & Associates increased its ExxonMobil (XOM) stake by 16% in Q2 2026, buying an estimated $819K and bringing the position to 38,694 shares worth $5.29M. The position accounts for 2.83% of the portfolio, ranked #13.

McAlister Sweet & Associates first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.5M in Q4 2022. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • McAlister Sweet & Associates held 38,694 shares of ExxonMobil worth $5.29M as of Q2 2026.
  • McAlister Sweet & Associates bought 5,470 ExxonMobil shares in Q2 2026, an estimated $819K.
  • ExxonMobil made up 2.83% of McAlister Sweet & Associates's portfolio in Q2 2026, its #13 holding.
  • McAlister Sweet & Associates first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • McAlister Sweet & Associates's ExxonMobil position peaked at $6.5M in Q4 2022.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on McAlister Sweet & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.