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MFA Wealth Services’s ExxonMobil XOM Stock Holding History

MFA Wealth Services’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 		$679K Sell
4,968
-186
-4% -$27.8K 0.41% 68
2026
Q1 		$874K Buy
5,154
+21
+0.4% +$3.06K 0.58% 50
2025
Q4 		$618K Sell
5,133
-586
-10% -$68K 0.42% 69
2025
Q3 		$645K Buy
5,719
+238
+4% +$26.5K 0.45% 62
2025
Q2 		$591K Buy
5,481
+67
+1% +$7.16K 0.44% 58
2025
Q1 		$644K Buy
5,414
+120
+2% +$13.3K 0.53% 47
2024
Q4 		$569K Buy
+5,294
New +$619K 0.46% 61

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

MFA Wealth Services's XOM Position: Q2 2026 in Review

MFA Wealth Services reduced its ExxonMobil (XOM) stake by 3.6% in Q2 2026, selling an estimated $27.8K and leaving 4,968 shares worth $679K. The position accounts for 0.41% of the portfolio, ranked #68.

MFA Wealth Services first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $874K in Q1 2026. 1,145 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • MFA Wealth Services held 4,968 shares of ExxonMobil worth $679K as of Q2 2026.
  • MFA Wealth Services sold 186 ExxonMobil shares in Q2 2026, an estimated $27.8K.
  • ExxonMobil made up 0.41% of MFA Wealth Services's portfolio in Q2 2026, its #68 holding.
  • MFA Wealth Services first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • MFA Wealth Services's ExxonMobil position peaked at $874K in Q1 2026.
  • 1,145 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.