Meadow Creek Wealth Advisors’s ExxonMobil XOM Stock Holding History

Meadow Creek Wealth Advisors’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	$1.33M	Sell	9,754 -642	-6%	-$96.1K	0.81%	26
2026 Q1	$1.76M	Sell	10,396 -2,397	-19%	-$350K	1.14%	19
2025 Q4	$1.54M	Sell	12,793 -31	-0.2%	-$3.6K	0.98%	22
2025 Q3	$1.42M	Sell	12,824 -420	-3%	-$46.7K	0.94%	21
2025 Q2	$1.43M	Buy	13,244 +2,490	+23%	+$266K	0.96%	22
2025 Q1	$1.28M	Buy	10,754 +559	+5%	+$61.8K	0.95%	25
2024 Q4	$1.1M	Sell	10,195 -214	-2%	-$25K	0.79%	30
2024 Q3	$1.22M	Buy	10,409 +628	+6%	+$72.5K	0.97%	25
2024 Q2	$1.13M	Buy	9,781 +2,288	+31%	+$266K	1.06%	24
2024 Q1	$871K	Buy	7,493 +48	+0.6%	+$5.02K	0.61%	41
2023 Q4	$744K	Buy	+7,445	New	+$782K	0.72%	31
2022 Q3	$510K	Buy	5,845 +186	+3%	+$17K	0.67%	33
2022 Q2	$485K	Sell	5,659 -1,571	-22%	-$142K	0.6%	40
2022 Q1	$597K	Sell	7,230 -510	-7%	-$39.6K	0.65%	38
2021 Q4	$474K	Buy	+7,740	New	+$484K	0.45%	58
2019 Q4	$285K	Buy	+4,082	New	+$282K	0.39%	75

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Meadow Creek Wealth Advisors's XOM Position: Q2 2026 in Review

Meadow Creek Wealth Advisors reduced its ExxonMobil (XOM) stake by 6.2% in Q2 2026, selling an estimated $96.1K and leaving 9,754 shares worth $1.33M. The position accounts for 0.81% of the portfolio, ranked #26.

Meadow Creek Wealth Advisors first reported a position in XOM in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.76M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Meadow Creek Wealth Advisors held 9,754 shares of ExxonMobil worth $1.33M as of Q2 2026.
Meadow Creek Wealth Advisors sold 642 ExxonMobil shares in Q2 2026, an estimated $96.1K.
ExxonMobil made up 0.81% of Meadow Creek Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Meadow Creek Wealth Advisors first reported a position in ExxonMobil in Q4 2019 and has held it in 16 quarters since.
Meadow Creek Wealth Advisors's ExxonMobil position peaked at $1.76M in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.