Meadowbrook Wealth Management
XOM icon

Meadowbrook Wealth Management’s ExxonMobil XOM Stock Holding History

Meadowbrook Wealth Management’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 		$294K Hold
1,805
– – 0.31% 63
2026
Q2 		$246K Hold
1,805
– – 0.26% 69
2026
Q1 		$306K Hold
1,805
– – 0.41% 55
2025
Q4 		$217K Hold
1,805
– – 0.25% 64
2025
Q3 		$204K Buy
+1,805
New +$201K 0.21% 83

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

Meadowbrook Wealth Management's XOM Position: Q3 2026 in Review

Meadowbrook Wealth Management held its ExxonMobil (XOM) position steady in Q3 2026 at 1,805 shares worth $294K. The position accounts for 0.31% of the portfolio, ranked #63.

Meadowbrook Wealth Management first reported a position in XOM in Q3 2025 and has held it in 5 quarters since. The position peaked at $306K in Q1 2026. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Meadowbrook Wealth Management held 1,805 shares of ExxonMobil worth $294K as of Q3 2026.
  • Meadowbrook Wealth Management left its ExxonMobil share count unchanged in Q3 2026.
  • ExxonMobil made up 0.31% of Meadowbrook Wealth Management's portfolio in Q3 2026, its #63 holding.
  • Meadowbrook Wealth Management first reported a position in ExxonMobil in Q3 2025 and has held it in 5 quarters since.
  • Meadowbrook Wealth Management's ExxonMobil position peaked at $306K in Q1 2026.
  • 4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.