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 Q3	$821K	Buy	5,047 +79	+2%	+$12.4K	0.49%	57
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) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

MFA Wealth Services's XOM Position: Q3 2026 in Review

MFA Wealth Services increased its ExxonMobil (XOM) stake by 1.6% in Q3 2026, buying an estimated $12.4K and bringing the position to 5,047 shares worth $821K. The position accounts for 0.49% of the portfolio, ranked #57.

MFA Wealth Services first reported a position in XOM in Q4 2024 and has held it in 8 quarters since. The position peaked at $874K in Q1 2026. 1,289 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

MFA Wealth Services held 5,047 shares of ExxonMobil worth $821K as of Q3 2026.
MFA Wealth Services bought 79 ExxonMobil shares in Q3 2026, an estimated $12.4K.
ExxonMobil made up 0.49% of MFA Wealth Services's portfolio in Q3 2026, its #57 holding.
MFA Wealth Services first reported a position in ExxonMobil in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's ExxonMobil position peaked at $874K in Q1 2026.
1,289 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.