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MGB Wealth Management’s ExxonMobil XOM Stock Holding History

MGB Wealth 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 		$910K Buy
7,557
+17
+0.2% +$1.97K 0.26% 81
2025
Q3 		$852K Sell
7,540
-767
-9% -$85.3K 0.24% 88
2025
Q2 		$899K Buy
8,307
+4
+0% +$428 0.3% 83
2025
Q1 		$985K Sell
8,303
-643
-7% -$71.1K 0.36% 75
2024
Q4 		$957K Buy
8,946
+621
+7% +$72.6K 0.3% 70
2024
Q3 		$973K Sell
8,325
-1,982
-19% -$229K 0.35% 71
2024
Q2 		$1.17M Buy
+10,307
New +$1.2M 0.44% 58

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

MGB Wealth Management's XOM Position: Q4 2025 in Review

MGB Wealth Management increased its ExxonMobil (XOM) stake by 0.23% in Q4 2025, buying an estimated $1.97K and bringing the position to 7,557 shares worth $910K. The position accounts for 0.26% of the portfolio, ranked #81.

MGB Wealth Management first reported a position in XOM in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q2 2024. 4,561 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

  • MGB Wealth Management held 7,557 shares of ExxonMobil worth $910K as of Q4 2025.
  • MGB Wealth Management bought 17 ExxonMobil shares in Q4 2025, an estimated $1.97K.
  • ExxonMobil made up 0.26% of MGB Wealth Management's portfolio in Q4 2025, its #81 holding.
  • MGB Wealth Management first reported a position in ExxonMobil in Q2 2024 and has held it in 7 quarters since.
  • MGB Wealth Management's ExxonMobil position peaked at $1.17M in Q2 2024.
  • 4,561 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.