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Meridian Financial Partners’s ExxonMobil XOM Stock Holding History

Meridian Financial Partners’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 		$4.74M Sell
32,816
-158
-0.5% -$23.6K 1.62% 16
2026
Q1 		$5.4M Buy
32,974
+3,092
+10% +$451K 2.05% 10
2025
Q4 		$3.99M Sell
29,882
-21
-0.1% -$2.44K 1.58% 15
2025
Q3 		$3.41M Sell
29,903
-764
-2% -$84.9K 1.42% 16
2025
Q2 		$3.31M Buy
30,667
+643
+2% +$68.7K 1.55% 14
2025
Q1 		$3.57M Buy
30,024
+276
+0.9% +$30.5K 1.81% 11
2024
Q4 		$3.2M Buy
29,748
+219
+0.7% +$25.6K 1.69% 11
2024
Q3 		$3.46M Sell
29,529
-328
-1% -$37.9K 1.75% 11
2024
Q2 		$3.55M Buy
29,857
+659
+2% +$76.8K 2.11% 9
2024
Q1 		$3.46M Sell
29,198
-23
-0.1% -$2.41K 4.45% 4
2023
Q4 		$2.83M Buy
29,221
+284
+1% +$29.8K 2.9% 7
2023
Q3 		$3.27M Sell
28,937
-137
-0.5% -$15K 3.35% 7
2023
Q2 		$3.01M Buy
29,074
+1,047
+4% +$114K 1.81% 13
2023
Q1 		$3.28M Sell
28,027
-673
-2% -$74.4K 3.72% 7
2022
Q4 		$3.19M Sell
28,700
-506
-2% -$54.2K 3.59% 7
2022
Q3 		$2.9M Buy
29,206
+1,311
+5% +$120K 4.11% 6
2022
Q2 		$2.55M Sell
27,895
-631
-2% -$56.9K 1.73% 14
2022
Q1 		$2.36M Sell
28,526
-5,493
-16% -$427K 3.51% 7
2021
Q4 		$2.49M Buy
34,019
+81
+0.2% +$5.06K 1.68% 14
2021
Q3 		$2.07M Buy
33,938
+8,711
+35% +$496K 1.39% 16
2021
Q2 		$1.41M Buy
25,227
+1,179
+5% +$70.4K 0.96% 21
2021
Q1 		$1.33M Buy
24,048
+1,411
+6% +$74K 1% 21
2020
Q4 		$1.12M Sell
22,637
-467
-2% -$17.5K 0.87% 23
2020
Q3 		$771K Buy
23,104
+1,603
+7% +$65.5K 0.65% 28
2020
Q2 		$948K Buy
21,501
+8,151
+61% +$366K 0.86% 21
2020
Q1 		$577K Buy
13,350
+2,428
+22% +$134K 0.62% 30
2019
Q4 		$756K Sell
10,922
-1,229
-10% -$85K 0.76% 21
2019
Q3 		$816K Sell
12,151
-929
-7% -$67.2K 0.92% 18
2019
Q2 		$996K Buy
13,080
+52
+0.4% +$4.03K 1.11% 14
2019
Q1 		$1.06M Sell
13,028
-19
-0.1% -$1.45K 1.2% 13
2018
Q4 		$890K Buy
+13,047
New +$1.02M 1.2% 14

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Meridian Financial Partners's XOM Position: Q2 2026 in Review

Meridian Financial Partners reduced its ExxonMobil (XOM) stake by 0.48% in Q2 2026, selling an estimated $23.6K and leaving 32,816 shares worth $4.74M. The position accounts for 1.62% of the portfolio, ranked #16.

Meridian Financial Partners first reported a position in XOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.4M in Q1 2026. 1,949 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Meridian Financial Partners held 32,816 shares of ExxonMobil worth $4.74M as of Q2 2026.
  • Meridian Financial Partners sold 158 ExxonMobil shares in Q2 2026, an estimated $23.6K.
  • ExxonMobil made up 1.62% of Meridian Financial Partners's portfolio in Q2 2026, its #16 holding.
  • Meridian Financial Partners first reported a position in ExxonMobil in Q4 2018 and has held it in 31 quarters since.
  • Meridian Financial Partners's ExxonMobil position peaked at $5.4M in Q1 2026.
  • 1,949 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.