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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Menard Financial Group's XOM Position: Q1 2026 in Review

Menard Financial Group increased its ExxonMobil (XOM) stake by 0.16% in Q1 2026, buying an estimated $2.63K and bringing the position to 11,410 shares worth $1.94M. The position accounts for 1.35% of the portfolio, ranked #17.

Menard Financial Group first reported a position in XOM in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.46M in Q4 2024. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Menard Financial Group held 11,410 shares of ExxonMobil worth $1.94M as of Q1 2026.
  • Menard Financial Group bought 18 ExxonMobil shares in Q1 2026, an estimated $2.63K.
  • ExxonMobil made up 1.35% of Menard Financial Group's portfolio in Q1 2026, its #17 holding.
  • Menard Financial Group first reported a position in ExxonMobil in Q4 2019 and has held it in 24 quarters since.
  • Menard Financial Group's ExxonMobil position peaked at $2.46M in Q4 2024.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Menard Financial Group's 13F filing for Q1 2026, filed 14 May 2026.