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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
Q3 		– Sell
-38,833
Closed -$5.31M – 874
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 $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Meriwether Wealth & Planning's XOM Position: Q3 2026 in Review

Meriwether Wealth & Planning sold out of ExxonMobil (XOM) in Q3 2026, closing a stake of 38,833 shares — an estimated $5.31M sold.

Meriwether Wealth & Planning first reported a position in XOM in Q4 2024 and held it in 7 quarters. The position peaked at $6.58M in Q1 2026. 1,140 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Meriwether Wealth & Planning reported no remaining ExxonMobil position as of Q3 2026 after selling out during the quarter.
  • Meriwether Wealth & Planning sold 38,833 ExxonMobil shares in Q3 2026, an estimated $5.31M.
  • Meriwether Wealth & Planning first reported a position in ExxonMobil in Q4 2024 and held it in 7 quarters.
  • Meriwether Wealth & Planning's ExxonMobil position peaked at $6.58M in Q1 2026.
  • 1,140 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.