MilWealth Group
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MilWealth Group’s ExxonMobil XOM Stock Holding History

MilWealth Group’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 		$21.6K Buy
+133
New +$20.8K ﹤0.01% 60
2023
Q2 		– Sell
-191
Closed -$20.9K – 64
2023
Q1 		$20.9K Buy
+191
New +$21.1K 0.01% 47

Other funds holding XOM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

MilWealth Group's XOM Position: Q3 2026 in Review

MilWealth Group opened a new position in ExxonMobil (XOM) in Q3 2026: 133 shares worth $21.6K. The stake represents ﹤0.01% of the portfolio and ranks #60 among its holdings. This is a return to the name: MilWealth Group previously reported a position in XOM as recently as Q1 2023.

MilWealth Group first reported a position in XOM in Q1 2023 and has held it in 2 quarters since. 3,198 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • MilWealth Group held 133 shares of ExxonMobil worth $21.6K as of Q3 2026.
  • ExxonMobil was a new MilWealth Group position in Q3 2026.
  • ExxonMobil made up ﹤0.01% of MilWealth Group's portfolio in Q3 2026, its #60 holding.
  • MilWealth Group first reported a position in ExxonMobil in Q1 2023 and has held it in 2 quarters since.
  • 3,198 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on MilWealth Group's 13F filing for Q3 2026, filed 2 Nov 2026.