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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Meadow Creek Wealth Advisors's XOM Position: Q1 2026 in Review

Meadow Creek Wealth Advisors reduced its ExxonMobil (XOM) stake by 19% in Q1 2026, selling an estimated $350K and leaving 10,396 shares worth $1.76M. The position accounts for 1.14% of the portfolio, ranked #19.

Meadow Creek Wealth Advisors first reported a position in XOM in Q4 2019 and has held it in 15 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Meadow Creek Wealth Advisors held 10,396 shares of ExxonMobil worth $1.76M as of Q1 2026.
Meadow Creek Wealth Advisors sold 2,397 ExxonMobil shares in Q1 2026, an estimated $350K.
ExxonMobil made up 1.14% of Meadow Creek Wealth Advisors's portfolio in Q1 2026, its #19 holding.
Meadow Creek Wealth Advisors first reported a position in ExxonMobil in Q4 2019 and has held it in 15 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.