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Meritage Portfolio Management’s ExxonMobil XOM Stock Holding History

Meritage Portfolio Management’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
2025
Q4 		$6.54M Sell
54,340
-1,252
-2% -$145K 0.43% 60
2025
Q3 		$6.27M Sell
55,592
-5,267
-9% -$586K 0.42% 63
2025
Q2 		$6.56M Sell
60,859
-649
-1% -$69.4K 0.42% 64
2025
Q1 		$7.32M Sell
61,508
-161,224
-72% -$17.8M 0.49% 58
2024
Q4 		$24M Sell
222,732
-11,176
-5% -$1.31M 1.49% 8
2024
Q3 		$27.4M Sell
233,908
-2,873
-1% -$332K 1.68% 8
2024
Q2 		$27.3M Buy
236,781
+166,458
+237% +$19.4M 1.72% 8
2024
Q1 		$8.17M Buy
70,323
+17,347
+33% +$1.81M 0.52% 51
2023
Q4 		$5.3M Sell
52,976
-49,536
-48% -$5.21M 0.35% 86
2023
Q3 		$12.1M Buy
102,512
+82,996
+425% +$9.1M 0.89% 20
2023
Q2 		$2.09M Sell
19,516
-318
-2% -$34.7K 0.15% 173
2023
Q1 		$2.17M Buy
19,834
+16
+0.1% +$1.77K 0.16% 158
2022
Q4 		$2.19M Buy
19,818
+428
+2% +$45.9K 0.17% 166
2022
Q3 		$1.69M Sell
19,390
-24,558
-56% -$2.24M 0.14% 178
2022
Q2 		$3.76M Buy
43,948
+625
+1% +$56.4K 0.29% 113
2022
Q1 		$3.58M Sell
43,323
-32,776
-43% -$2.55M 0.22% 122
2021
Q4 		$4.66M Sell
76,099
-4,491
-6% -$281K 0.26% 110
2021
Q3 		$4.74M Sell
80,590
-177
-0.2% -$10.1K 0.28% 104
2021
Q2 		$5.09M Buy
80,767
+1,488
+2% +$88.8K 0.31% 98
2021
Q1 		$4.43M Buy
79,279
+10,138
+15% +$532K 0.29% 100
2020
Q4 		$2.85M Buy
69,141
+54,584
+375% +$2.05M 0.21% 136
2020
Q3 		$500K Hold
14,557
– – 0.04% 189
2020
Q2 		$651K Hold
14,557
– – 0.06% 170
2020
Q1 		$553K Sell
14,557
-500
-3% -$27.6K 0.08% 148
2019
Q4 		$1.05M Hold
15,057
– – 0.09% 180
2019
Q3 		$1.06M Sell
15,057
-224
-1% -$16.2K 0.1% 173
2019
Q2 		$1.17M Hold
15,281
– – 0.12% 143
2019
Q1 		$1.24M Sell
15,281
-607
-4% -$46.3K 0.13% 145
2018
Q4 		$1.08M Buy
15,888
+1,107
+7% +$86.9K 0.12% 144
2018
Q3 		$1.26M Buy
14,781
+5,998
+68% +$490K 0.12% 160
2018
Q2 		$726K Buy
8,783
+358
+4% +$28.5K 0.07% 173
2018
Q1 		$629K Hold
8,425
– – 0.06% 171
2017
Q4 		$705K Hold
8,425
– – 0.07% 166
2017
Q3 		$691K Hold
8,425
– – 0.07% 165
2017
Q2 		$680K Hold
8,425
– – 0.07% 168
2017
Q1 		$691K Sell
8,425
-17
-0.2% -$1.42K 0.07% 159
2016
Q4 		$762K Buy
8,442
+17
+0.2% +$1.49K 0.08% 155
2016
Q3 		$735K Hold
8,425
– – 0.08% 151
2016
Q2 		$790K Sell
8,425
-2,200
-21% -$195K 0.09% 153
2016
Q1 		$888K Sell
10,625
-50
-0.5% -$4K 0.1% 145
2015
Q4 		$833K Sell
10,675
-4,820
-31% -$385K 0.09% 162
2015
Q3 		$1.15M Buy
15,495
+4,475
+41% +$345K 0.13% 163
2015
Q2 		$917K Buy
11,020
+845
+8% +$72.6K 0.1% 173
2015
Q1 		$865K Sell
10,175
-10
-0.1% -$887 0.09% 176
2014
Q4 		$942K Sell
10,185
-280
-3% -$26.1K 0.1% 175
2014
Q3 		$984K Sell
10,465
-86,945
-89% -$8.66M 0.11% 172
2014
Q2 		$9.81M Buy
97,410
+1,055
+1% +$106K 1.07% 7
2014
Q1 		$9.41M Sell
96,355
-27,335
-22% -$2.61M 1.13% 7
2013
Q4 		$12.5M Sell
123,690
-6,292
-5% -$582K 1.55% 2
2013
Q3 		$11.2M Buy
129,982
+2,501
+2% +$225K 1.45% 2
2013
Q2 		$11.5M Buy
+127,481
New +$11.5M 1.65% 3

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Meritage Portfolio Management's XOM Position: Q4 2025 in Review

Meritage Portfolio Management reduced its ExxonMobil (XOM) stake by 2.3% in Q4 2025, selling an estimated $145K and leaving 54,340 shares worth $6.54M. The position accounts for 0.43% of the portfolio, ranked #60.

Meritage Portfolio Management first reported a position in XOM in Q2 2013 and has held it in 51 quarters since. The position peaked at $27.4M in Q3 2024. 4,559 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

  • Meritage Portfolio Management held 54,340 shares of ExxonMobil worth $6.54M as of Q4 2025.
  • Meritage Portfolio Management sold 1,252 ExxonMobil shares in Q4 2025, an estimated $145K.
  • ExxonMobil made up 0.43% of Meritage Portfolio Management's portfolio in Q4 2025, its #60 holding.
  • Meritage Portfolio Management first reported a position in ExxonMobil in Q2 2013 and has held it in 51 quarters since.
  • Meritage Portfolio Management's ExxonMobil position peaked at $27.4M in Q3 2024.
  • 4,559 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.