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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
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 $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

Meridian Wealth Partners's XOM Position: Q1 2026 in Review

Meridian Wealth Partners increased its ExxonMobil (XOM) stake by 1.9% in Q1 2026, buying an estimated $15.5K and bringing the position to 5,616 shares worth $953K. The position accounts for 0.13% of the portfolio, ranked #45.

Meridian Wealth Partners first reported a position in XOM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.62M in Q3 2023. 4,763 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Meridian Wealth Partners held 5,616 shares of ExxonMobil worth $953K as of Q1 2026.
  • Meridian Wealth Partners bought 106 ExxonMobil shares in Q1 2026, an estimated $15.5K.
  • ExxonMobil made up 0.13% of Meridian Wealth Partners's portfolio in Q1 2026, its #45 holding.
  • Meridian Wealth Partners first reported a position in ExxonMobil in Q4 2019 and has held it in 26 quarters since.
  • Meridian Wealth Partners's ExxonMobil position peaked at $1.62M in Q3 2023.
  • 4,763 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.