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Meridian Wealth Partners’s ExxonMobil XOM Stock Holding History

Meridian Wealth 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 		$778K Buy
5,688
+72
+1% +$10.8K 0.09% 51
2026
Q1 		$953K Buy
5,616
+106
+2% +$15.5K 0.13% 45
2025
Q4 		$663K Sell
5,510
-622
-10% -$72.1K 0.09% 49
2025
Q3 		$691K Sell
6,132
-106
-2% -$11.8K 0.1% 49
2025
Q2 		$673K Sell
6,238
-478
-7% -$51.1K 0.1% 51
2025
Q1 		$799K Sell
6,716
-546
-8% -$60.4K 0.13% 44
2024
Q4 		$781K Buy
7,262
+25
+0.3% +$2.92K 0.12% 47
2024
Q3 		$848K Sell
7,237
-3,014
-29% -$348K 0.13% 44
2024
Q2 		$1.18M Sell
10,251
-58
-0.6% -$6.75K 0.21% 38
2024
Q1 		$1.2M Buy
10,309
+13
+0.1% +$1.36K 0.22% 37
2023
Q4 		$1.03M Sell
10,296
-3,446
-25% -$362K 0.2% 39
2023
Q3 		$1.62M Buy
13,742
+266
+2% +$29.2K 0.34% 26
2023
Q2 		$1.45M Sell
13,476
-595
-4% -$64.9K 0.3% 26
2023
Q1 		$1.54M Buy
14,071
+469
+3% +$51.9K 0.34% 26
2022
Q4 		$1.5M Buy
13,602
+391
+3% +$41.9K 0.35% 26
2022
Q3 		$1.15M Buy
13,211
+3,158
+31% +$288K 0.29% 28
2022
Q2 		$861K Buy
10,053
+1,476
+17% +$133K 0.2% 33
2022
Q1 		$709K Sell
8,577
-3,284
-28% -$255K 0.15% 41
2021
Q4 		$725K Buy
11,861
+315
+3% +$19.7K 0.15% 42
2021
Q3 		$679K Sell
11,546
-131
-1% -$7.47K 0.15% 41
2021
Q2 		$737K Sell
11,677
-463
-4% -$27.6K 0.17% 39
2021
Q1 		$678K Buy
12,140
+478
+4% +$25.1K 0.2% 37
2020
Q4 		$481K Sell
11,662
-71
-0.6% -$2.66K 0.2% 35
2020
Q3 		$403K Buy
11,733
+91
+0.8% +$3.72K 0.2% 34
2020
Q2 		$521K Sell
11,642
-135
-1% -$6.05K 0.28% 30
2020
Q1 		$447K Sell
11,777
-5,630
-32% -$311K 0.27% 32
2019
Q4 		$1.22M Buy
+17,407
New +$1.2M 0.76% 16

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

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

Meridian Wealth Partners increased its ExxonMobil (XOM) stake by 1.3% in Q2 2026, buying an estimated $10.8K and bringing the position to 5,688 shares worth $778K. The position accounts for 0.09% of the portfolio, ranked #51.

Meridian Wealth Partners first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.62M in Q3 2023. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Meridian Wealth Partners held 5,688 shares of ExxonMobil worth $778K as of Q2 2026.
  • Meridian Wealth Partners bought 72 ExxonMobil shares in Q2 2026, an estimated $10.8K.
  • ExxonMobil made up 0.09% of Meridian Wealth Partners's portfolio in Q2 2026, its #51 holding.
  • Meridian Wealth Partners first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • Meridian Wealth Partners's ExxonMobil position peaked at $1.62M in Q3 2023.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.