Medallion Wealth Advisors’s ExxonMobil XOM Stock Holding History

Medallion 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	$1.4M	Sell	10,207 -4,306	-30%	-$644K	0.44%	59
2026 Q1	$2.46M	Sell	14,513 -2	-0%	-$292	0.8%	28
2025 Q4	$1.75M	Buy	14,515 +627	+5%	+$72.7K	0.59%	40
2025 Q3	$1.57M	Sell	13,888 -379	-3%	-$42.1K	0.56%	45
2025 Q2	$1.55M	Sell	14,267 -177	-1%	-$18.9K	0.6%	40
2025 Q1	$1.72M	Buy	14,444 +1,356	+10%	+$150K	0.78%	29
2024 Q4	$1.47M	Buy	+13,088	New	+$1.53M	0.73%	27

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

Medallion Wealth Advisors's XOM Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its ExxonMobil (XOM) stake by 30% in Q2 2026, selling an estimated $644K and leaving 10,207 shares worth $1.4M. The position accounts for 0.44% of the portfolio, ranked #59.

Medallion Wealth Advisors first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.46M in Q1 2026. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Medallion Wealth Advisors held 10,207 shares of ExxonMobil worth $1.4M as of Q2 2026.
Medallion Wealth Advisors sold 4,306 ExxonMobil shares in Q2 2026, an estimated $644K.
ExxonMobil made up 0.44% of Medallion Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Medallion Wealth Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's ExxonMobil position peaked at $2.46M in Q1 2026.
4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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