Melfa Wealth Management’s ExxonMobil XOM Stock Holding History

Melfa 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 Q2	$2.29M	Hold	16,744	–	–	1.23%	23
2026 Q1	$2.84M	Sell	16,744 -1,154	-6%	-$168K	1.63%	13
2025 Q4	$2.15M	Buy	17,898 +4,057	+29%	+$471K	1.24%	19
2025 Q3	$1.56M	Sell	13,841 -145	-1%	-$16.1K	0.91%	26
2025 Q2	$1.51M	Hold	13,986	–	–	0.95%	24
2025 Q1	$1.66M	Sell	13,986 -975	-7%	-$108K	1.12%	20
2024 Q4	$1.61M	Buy	14,961 +144	+1%	+$16.8K	1.08%	22
2024 Q3	$1.74M	Sell	14,817 -7	-0%	-$808	1.15%	20
2024 Q2	$1.71M	Buy	14,824 +343	+2%	+$39.9K	1.19%	20
2024 Q1	$1.68M	Buy	14,481 +1,832	+14%	+$192K	1.22%	19
2023 Q4	$1.26M	Sell	12,649 -4,128	-25%	-$434K	1.19%	22
2023 Q3	$1.97M	Sell	16,777 -49	-0.3%	-$5.38K	2.14%	11
2023 Q2	$1.8M	Sell	16,826 -299	-2%	-$32.6K	1.83%	12
2023 Q1	$1.88M	Buy	17,125 +3,250	+23%	+$359K	1.88%	12
2022 Q4	$1.53M	Buy	+13,875	New	+$1.49M	1.6%	17

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

Melfa Wealth Management's XOM Position: Q2 2026 in Review

Melfa Wealth Management held its ExxonMobil (XOM) position steady in Q2 2026 at 16,744 shares worth $2.29M. The position accounts for 1.23% of the portfolio, ranked #23.

Melfa Wealth Management first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.84M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Melfa Wealth Management held 16,744 shares of ExxonMobil worth $2.29M as of Q2 2026.
Melfa Wealth Management left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 1.23% of Melfa Wealth Management's portfolio in Q2 2026, its #23 holding.
Melfa Wealth Management first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
Melfa Wealth Management's ExxonMobil position peaked at $2.84M in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.