MWM
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Modern Wealth Management’s ExxonMobil XOM Stock Holding History

Modern 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 		$20.8M Buy
151,920
+28,799
+23% +$4.31M 0.25% 104
2026
Q1 		$19.8M Buy
123,121
+3,564
+3% +$520K 0.34% 77
2025
Q4 		$14.4M Buy
119,557
+784
+0.7% +$90.9K 0.26% 93
2025
Q3 		$13.4M Buy
118,773
+1,893
+2% +$210K 0.27% 98
2025
Q2 		$12.6M Buy
116,880
+486
+0.4% +$52K 0.31% 81
2025
Q1 		$13.8M Buy
116,394
+4,874
+4% +$539K 0.44% 57
2024
Q4 		$12M Buy
111,520
+47,126
+73% +$5.51M 0.45% 53
2024
Q3 		$7.55M Buy
64,394
+12,830
+25% +$1.48M 0.46% 42
2024
Q2 		$5.94M Buy
51,564
+10,723
+26% +$1.25M 0.44% 41
2024
Q1 		$4.75M Buy
40,841
+30,447
+293% +$3.19M 0.44% 35
2023
Q4 		$1.04M Buy
+10,394
New +$1.09M 0.13% 59

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Modern Wealth Management increased its ExxonMobil (XOM) stake by 23% in Q2 2026, buying an estimated $4.31M and bringing the position to 151,920 shares worth $20.8M. The position accounts for 0.25% of the portfolio, ranked #104.

Modern Wealth Management first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. 4,262 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Modern Wealth Management held 151,920 shares of ExxonMobil worth $20.8M as of Q2 2026.
  • Modern Wealth Management bought 28,799 ExxonMobil shares in Q2 2026, an estimated $4.31M.
  • ExxonMobil made up 0.25% of Modern Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Modern Wealth Management first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • 4,262 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.