MFG
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Merit Financial Group’s ExxonMobil XOM Stock Holding History

Merit 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 		$56.9M Buy
416,170
+30,855
+8% +$4.62M 0.35% 56
2026
Q1 		$65.4M Buy
385,315
+38,020
+11% +$5.55M 0.49% 43
2025
Q4 		$41.8M Buy
347,295
+29,196
+9% +$3.39M 0.34% 60
2025
Q3 		$35.9M Buy
318,099
+45,124
+17% +$5.02M 0.33% 63
2025
Q2 		$29.4M Buy
272,975
+45,665
+20% +$4.88M 0.33% 55
2025
Q1 		$27M Buy
227,310
+24,833
+12% +$2.75M 0.4% 49
2024
Q4 		$21.8M Buy
202,477
+33,044
+20% +$3.87M 0.39% 46
2024
Q3 		$19.9M Buy
169,433
+7,473
+5% +$863K 0.44% 35
2024
Q2 		$18.6M Buy
161,960
+416
+0.3% +$48.5K 0.41% 40
2024
Q1 		$18.7M Buy
161,544
+79,918
+98% +$8.36M 0.45% 34
2023
Q4 		$8.16M Sell
81,626
-37,389
-31% -$3.93M 0.25% 56
2023
Q3 		$14M Buy
119,015
+8,369
+8% +$918K 0.46% 34
2023
Q2 		$11.9M Buy
110,646
+9,908
+10% +$1.08M 0.38% 42
2023
Q1 		$11M Sell
100,738
-5,084
-5% -$562K 0.4% 42
2022
Q4 		$11.7M Buy
105,822
+3,029
+3% +$325K 0.42% 32
2022
Q3 		$8.97M Sell
102,793
-68,438
-40% -$6.25M 0.39% 33
2022
Q2 		$14.7M Buy
171,231
+119,302
+230% +$10.8M 0.45% 31
2022
Q1 		$4.29M Buy
51,929
+34,357
+196% +$2.67M 0.26% 59
2021
Q4 		$1.07M Sell
17,572
-192
-1% -$12K 0.11% 89
2021
Q3 		$1.04M Buy
17,764
+3,984
+29% +$227K 0.11% 92
2021
Q2 		$869K Sell
13,780
-8,306
-38% -$496K 0.08% 108
2021
Q1 		$1.23M Buy
22,086
+7,067
+47% +$371K 0.13% 79
2020
Q4 		$619K Sell
15,019
-17,604
-54% -$660K 0.06% 121
2020
Q3 		$1.12M Buy
32,623
+4,423
+16% +$181K 0.1% 78
2020
Q2 		$1.26M Sell
28,200
-3,546
-11% -$159K 0.13% 71
2020
Q1 		$1.21M Buy
31,746
+2,805
+10% +$155K 0.13% 62
2019
Q4 		$2.02M Buy
28,941
+10,084
+53% +$697K 0.18% 40
2019
Q3 		$1.33M Buy
18,857
+15,927
+544% +$1.15M 0.15% 36
2019
Q2 		$224K Sell
2,930
-211
-7% -$16.3K 0.03% 108
2019
Q1 		$253K Sell
3,141
-86
-3% -$6.56K 0.03% 103
2018
Q4 		$220K Sell
3,227
-393
-11% -$30.8K 0.03% 103
2018
Q3 		$307K Buy
3,620
+305
+9% +$24.9K 0.05% 92
2018
Q2 		$274K Buy
3,315
+87
+3% +$6.93K 0.05% 95
2018
Q1 		$240K Buy
3,228
+424
+15% +$33.9K 0.05% 98
2017
Q4 		$234K Buy
+2,804
New +$232K 0.05% 100

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Merit Financial Group increased its ExxonMobil (XOM) stake by 8% in Q2 2026, buying an estimated $4.62M and bringing the position to 416,170 shares worth $56.9M. The position accounts for 0.35% of the portfolio, ranked #56.

Merit Financial Group first reported a position in XOM in Q4 2017 and has held it in 35 quarters since. The position peaked at $65.4M in Q1 2026. 828 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Merit Financial Group held 416,170 shares of ExxonMobil worth $56.9M as of Q2 2026.
  • Merit Financial Group bought 30,855 ExxonMobil shares in Q2 2026, an estimated $4.62M.
  • ExxonMobil made up 0.35% of Merit Financial Group's portfolio in Q2 2026, its #56 holding.
  • Merit Financial Group first reported a position in ExxonMobil in Q4 2017 and has held it in 35 quarters since.
  • Merit Financial Group's ExxonMobil position peaked at $65.4M in Q1 2026.
  • 828 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.