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Meriwether Wealth & Planning’s ExxonMobil XOM Stock Holding History

Meriwether Wealth & Planning’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 		$5.31M Buy
38,833
+37
+0.1% +$5.54K 2.63% 9
2026
Q1 		$6.58M Sell
38,796
-1,099
-3% -$160K 3.61% 7
2025
Q4 		$4.8M Sell
39,895
-601
-1% -$69.7K 2.71% 7
2025
Q3 		$4.57M Buy
40,496
+19,523
+93% +$2.17M 2.65% 8
2025
Q2 		$2.26M Sell
20,973
-1,383
-6% -$148K 1.42% 13
2025
Q1 		$2.66M Buy
22,356
+1,377
+7% +$152K 1.73% 10
2024
Q4 		$2.26M Buy
+20,979
New +$2.45M 1.61% 9

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

Meriwether Wealth & Planning's XOM Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its ExxonMobil (XOM) stake by 0.1% in Q2 2026, buying an estimated $5.54K and bringing the position to 38,833 shares worth $5.31M. The position accounts for 2.63% of the portfolio, ranked #9.

Meriwether Wealth & Planning first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.58M in Q1 2026. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Meriwether Wealth & Planning held 38,833 shares of ExxonMobil worth $5.31M as of Q2 2026.
  • Meriwether Wealth & Planning bought 37 ExxonMobil shares in Q2 2026, an estimated $5.54K.
  • ExxonMobil made up 2.63% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #9 holding.
  • Meriwether Wealth & Planning first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Meriwether Wealth & Planning's ExxonMobil position peaked at $6.58M in Q1 2026.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.