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Mitsubishi UFJ Morgan Stanley Securities’s ExxonMobil XOM Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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 		$56.5K Sell
413
-720
-64% -$108K 0.17% 144
2026
Q1 		$192K Sell
1,133
-997
-47% -$145K 0.47% 60
2025
Q4 		$256K Buy
+2,130
New +$247K 0.4% 60
2024
Q2 		– Sell
-590
Closed -$68.6K – 33
2024
Q1 		$68.6K Sell
590
-3,284
-85% -$344K 2.46% 13
2023
Q4 		$387K Sell
3,874
-2,027
-34% -$213K 2.23% 21
2023
Q3 		$694K Buy
+5,901
New +$647K 3.11% 12
2023
Q1 		– Sell
-720
Closed -$79K – 191
2022
Q4 		$79K Buy
720
+380
+112% +$40.7K 0.69% 16
2022
Q3 		$30K Sell
340
-870
-72% -$79.4K 0.4% 46
2022
Q2 		$104K Buy
1,210
+870
+256% +$78.5K 0.14% 12
2022
Q1 		$28K Sell
340
-2,564
-88% -$199K 0.02% 62
2021
Q4 		$178K Buy
+2,904
New +$181K 0.09% 38
2021
Q3 		– Sell
-180
Closed -$11K – 118
2021
Q2 		$11K Buy
+180
New +$10.7K 0.08% 78
2014
Q4 		$139K Buy
1,500
+240
+19% +$22.4K 0.29% 15
2014
Q3 		$119K Sell
1,260
-150
-11% -$14.9K 0.34% 20
2014
Q2 		$142K Buy
1,410
+200
+17% +$20.2K 0.41% 15
2014
Q1 		$118K Buy
1,210
+20
+2% +$1.91K 0.32% 18
2013
Q4 		$119K Hold
1,190
– – 0.2% 20
2013
Q3 		$102K Sell
1,190
-670
-36% -$60.4K 0.17% 22
2013
Q2 		$168K Buy
+1,860
New +$167K 0.56% 13

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's XOM Position: Q2 2026 in Review

Mitsubishi UFJ Morgan Stanley Securities reduced its ExxonMobil (XOM) stake by 64% in Q2 2026, selling an estimated $108K and leaving 413 shares worth $56.5K. The position accounts for 0.17% of the portfolio, ranked #144.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in XOM in Q2 2013 and has held it in 19 quarters since. The position peaked at $694K in Q3 2023. 1,938 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Mitsubishi UFJ Morgan Stanley Securities held 413 shares of ExxonMobil worth $56.5K as of Q2 2026.
  • Mitsubishi UFJ Morgan Stanley Securities sold 720 ExxonMobil shares in Q2 2026, an estimated $108K.
  • ExxonMobil made up 0.17% of Mitsubishi UFJ Morgan Stanley Securities's portfolio in Q2 2026, its #144 holding.
  • Mitsubishi UFJ Morgan Stanley Securities first reported a position in ExxonMobil in Q2 2013 and has held it in 19 quarters since.
  • Mitsubishi UFJ Morgan Stanley Securities's ExxonMobil position peaked at $694K in Q3 2023.
  • 1,938 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q2 2026, filed 15 Jul 2026.