MFG
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Menard Financial Group’s ExxonMobil XOM Stock Holding History

Menard Financial Group’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 		$1.57M Buy
11,485
+75
+0.7% +$11.2K 0.85% 30
2026
Q1 		$1.94M Buy
11,410
+18
+0.2% +$2.63K 1.35% 17
2025
Q4 		$1.37M Sell
11,392
-5,327
-32% -$618K 0.94% 25
2025
Q3 		$1.89M Sell
16,719
-5,660
-25% -$629K 1.27% 21
2025
Q2 		$2.41M Sell
22,379
-206
-0.9% -$22K 1.43% 13
2025
Q1 		$2.36M Sell
22,585
-282
-1% -$31.2K 1.55% 12
2024
Q4 		$2.46M Buy
22,867
+3,823
+20% +$447K 1.48% 11
2024
Q3 		$2.23M Sell
19,044
-48
-0.3% -$5.54K 1.47% 12
2024
Q2 		$2.2M Buy
19,092
+1,577
+9% +$184K 1.57% 11
2024
Q1 		$2.04M Sell
17,515
-3,356
-16% -$351K 1.71% 8
2023
Q4 		$2.09M Buy
20,871
+143
+0.7% +$15K 2.59% 8
2023
Q3 		$2.44M Buy
20,728
+1,676
+9% +$184K 3.52% 5
2023
Q2 		$2.04M Buy
19,052
+7,384
+63% +$806K 4.2% 6
2023
Q1 		$1.28M Sell
11,668
-909
-7% -$101K 2.96% 8
2022
Q4 		$1.39M Sell
12,577
-330
-3% -$35.4K 3.31% 6
2022
Q3 		$1.13M Sell
12,907
-8,210
-39% -$750K 2.04% 8
2022
Q2 		$1.81M Buy
21,117
+14,645
+226% +$1.32M 2.96% 5
2022
Q1 		$535K Buy
6,472
+2,592
+67% +$201K 0.53% 56
2021
Q4 		$237K Sell
3,880
-337
-8% -$21.1K 0.19% 133
2021
Q3 		$248K Sell
4,217
-478
-10% -$27.2K 0.22% 134
2021
Q2 		$296K Sell
4,695
-3,312
-41% -$198K 0.28% 107
2021
Q1 		$447K Buy
+8,007
New +$420K 0.48% 55
2020
Q4 		– Sell
-7,079
Closed -$243K – 160
2020
Q3 		$243K Sell
7,079
-1,536
-18% -$62.8K 0.28% 117
2020
Q2 		$385K Buy
+8,615
New +$386K 0.48% 47
2020
Q1 		– Sell
-3,682
Closed -$257K – 123
2019
Q4 		$257K Buy
+3,682
New +$255K 0.25% 113

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Menard Financial Group's XOM Position: Q2 2026 in Review

Menard Financial Group increased its ExxonMobil (XOM) stake by 0.66% in Q2 2026, buying an estimated $11.2K and bringing the position to 11,485 shares worth $1.57M. The position accounts for 0.85% of the portfolio, ranked #30.

Menard Financial Group first reported a position in XOM in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.46M in Q4 2024. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Menard Financial Group held 11,485 shares of ExxonMobil worth $1.57M as of Q2 2026.
  • Menard Financial Group bought 75 ExxonMobil shares in Q2 2026, an estimated $11.2K.
  • ExxonMobil made up 0.85% of Menard Financial Group's portfolio in Q2 2026, its #30 holding.
  • Menard Financial Group first reported a position in ExxonMobil in Q4 2019 and has held it in 25 quarters since.
  • Menard Financial Group's ExxonMobil position peaked at $2.46M in Q4 2024.
  • 4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Menard Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.