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
2024
Q2 		– Hold
0
– -$69.7K – 741
2024
Q1 		– Hold
0
– – – 669
2023
Q4 		– Hold
0
– – – 382
2023
Q3 		– Hold
0
– – – 512
2023
Q2 		– Hold
0
– – – 526

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 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. 1,158 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.
  • 1,158 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.