MWM
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Mission Wealth Management’s ExxonMobil XOM Stock Holding History

Mission 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
2026
Q2 		– Sell
-88,774
Closed -$15.1M – 1088
2026
Q1 		$15.1M Sell
88,774
-7,758
-8% -$1.13M 0.31% 52
2025
Q4 		$11.6M Buy
96,532
+472
+0.5% +$54.7K 0.23% 60
2025
Q3 		$10.8M Buy
96,060
+662
+0.7% +$73.6K 0.22% 62
2025
Q2 		$10.3M Buy
95,398
+650
+0.7% +$69.5K 0.22% 62
2025
Q1 		$11.3M Buy
94,748
+8,470
+10% +$937K 0.28% 58
2024
Q4 		$9.28M Sell
86,278
-1,070
-1% -$125K 0.22% 59
2024
Q3 		$10.2M Buy
87,348
+6,411
+8% +$740K 0.25% 55
2024
Q2 		$9.32M Buy
80,937
+378
+0.5% +$44K 0.25% 56
2024
Q1 		$9.36M Buy
80,559
+6,714
+9% +$702K 0.25% 59
2023
Q4 		$7.38M Buy
73,845
+4,810
+7% +$506K 0.24% 59
2023
Q3 		$8.12M Sell
69,035
-1,751
-2% -$192K 0.3% 48
2023
Q2 		$7.59M Buy
70,786
+9,897
+16% +$1.08M 0.29% 50
2023
Q1 		$6.68M Sell
60,889
-2,864
-4% -$317K 0.28% 56
2022
Q4 		$7.03M Sell
63,753
-14,521
-19% -$1.56M 0.34% 47
2022
Q3 		$6.83M Buy
78,274
+23,035
+42% +$2.1M 0.36% 38
2022
Q2 		$4.73M Buy
55,239
+4,281
+8% +$386K 0.25% 53
2022
Q1 		$4.21M Sell
50,958
-1,023
-2% -$79.5K 0.19% 67
2021
Q4 		$3.18M Buy
51,981
+4
+0% +$250 0.14% 82
2021
Q3 		$3.06M Buy
51,977
+2,753
+6% +$157K 0.16% 77
2021
Q2 		$3.1M Sell
49,224
-989
-2% -$59K 0.16% 75
2021
Q1 		$2.8M Buy
50,213
+11,853
+31% +$621K 0.16% 72
2020
Q4 		$1.58M Buy
38,360
+3,161
+9% +$119K 0.1% 98
2020
Q3 		$1.21M Buy
35,199
+197
+0.6% +$8.05K 0.09% 104
2020
Q2 		$1.56M Buy
35,002
+1,684
+5% +$75.5K 0.14% 87
2020
Q1 		$1.26M Sell
33,318
-2,773
-8% -$153K 0.14% 86
2019
Q4 		$2.52M Sell
36,091
-469
-1% -$32.4K 0.24% 62
2019
Q3 		$2.58M Buy
36,560
+822
+2% +$59.4K 0.28% 56
2019
Q2 		$2.74M Sell
35,738
-2,795
-7% -$216K 0.31% 48
2019
Q1 		$3.11M Buy
38,533
+4,926
+15% +$376K 0.36% 39
2018
Q4 		$2.29M Sell
33,607
-866
-3% -$67.9K 0.3% 47
2018
Q3 		$2.93M Sell
34,473
-4,413
-11% -$361K 0.39% 39
2018
Q2 		$3.22M Buy
38,886
+10,584
+37% +$843K 0.47% 35
2018
Q1 		$2.11M Sell
28,302
-290
-1% -$23.2K 0.34% 39
2017
Q4 		$2.39M Buy
28,592
+1,156
+4% +$95.6K 0.41% 35
2017
Q3 		$2.25M Buy
27,436
+1,140
+4% +$90.5K 0.41% 34
2017
Q2 		$2.12M Sell
26,296
-1,407
-5% -$115K 0.4% 36
2017
Q1 		$2.27M Sell
27,703
-139
-0.5% -$11.6K 0.44% 31
2016
Q4 		$2.51M Sell
27,842
-279
-1% -$24.4K 0.5% 29
2016
Q3 		$2.45M Buy
+28,121
New +$2.49M 0.59% 25
2016
Q2 		– Sell
-28,548
Closed -$2.39M – 177
2016
Q1 		$2.39M Buy
28,548
+1,730
+6% +$139K 0.64% 24
2015
Q4 		$2.09M Buy
26,818
+4,647
+21% +$371K 0.59% 21
2015
Q3 		$1.65M Buy
22,171
+329
+2% +$25.4K 0.5% 23
2015
Q2 		$1.86M Buy
+21,842
New +$1.88M 0.64% 23

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Mission Wealth Management's XOM Position: Q2 2026 in Review

Mission Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 88,774 shares — an estimated $15.1M sold.

Mission Wealth Management first reported a position in XOM in Q2 2015 and held it in 43 quarters. The position peaked at $15.1M in Q1 2026. 877 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Mission Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Mission Wealth Management sold 88,774 ExxonMobil shares in Q2 2026, an estimated $15.1M.
  • Mission Wealth Management first reported a position in ExxonMobil in Q2 2015 and held it in 43 quarters.
  • Mission Wealth Management's ExxonMobil position peaked at $15.1M in Q1 2026.
  • 877 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.