Midwest Heritage Bank’s ExxonMobil XOM Stock Holding History

Midwest Heritage Bank’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	$529K	Sell	3,867 -100	-3%	-$15K	0.15%	31
2026 Q1	$673K	Sell	3,967 -100	-2%	-$14.6K	0.22%	29
2025 Q4	$489K	Buy	4,067 +3	+0.1%	+$348	0.17%	32
2025 Q3	$458K	Buy	4,064 +4	+0.1%	+$445	0.16%	32
2025 Q2	$438K	Buy	4,060 +3	+0.1%	+$321	0.16%	34
2025 Q1	$482K	Buy	4,057 +4	+0.1%	+$442	0.2%	33
2024 Q4	$436K	Buy	4,053 +3	+0.1%	+$351	0.2%	37
2024 Q3	$475K	Sell	4,050 -378	-9%	-$43.6K	0.22%	34
2024 Q2	$510K	Buy	4,428 +284	+7%	+$33.1K	0.26%	32
2024 Q1	$482K	Buy	4,144 +3	+0.1%	+$314	0.25%	33
2023 Q4	$414K	Sell	4,141 -276	-6%	-$29K	0.28%	35
2023 Q3	$519K	Hold	4,417	–	–	0.39%	29
2023 Q2	$474K	Hold	4,417	–	–	0.36%	30
2023 Q1	$484K	Hold	4,417	–	–	0.39%	29
2022 Q4	$487K	Hold	4,417	–	–	0.47%	36
2022 Q3	$386K	Sell	4,417 -273	-6%	-$24.9K	0.4%	39
2022 Q2	$402K	Sell	4,690 -235	-5%	-$21.2K	0.36%	43
2022 Q1	$407K	Sell	4,925 -1,300	-21%	-$101K	0.32%	39
2021 Q4	$381K	Buy	+6,225	New	+$389K	0.37%	41

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Midwest Heritage Bank's XOM Position: Q2 2026 in Review

Midwest Heritage Bank reduced its ExxonMobil (XOM) stake by 2.5% in Q2 2026, selling an estimated $15K and leaving 3,867 shares worth $529K. The position accounts for 0.15% of the portfolio, ranked #31.

Midwest Heritage Bank first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $673K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Midwest Heritage Bank held 3,867 shares of ExxonMobil worth $529K as of Q2 2026.
Midwest Heritage Bank sold 100 ExxonMobil shares in Q2 2026, an estimated $15K.
ExxonMobil made up 0.15% of Midwest Heritage Bank's portfolio in Q2 2026, its #31 holding.
Midwest Heritage Bank first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
Midwest Heritage Bank's ExxonMobil position peaked at $673K in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.