Moneta Group Investment Advisors’s ExxonMobil XOM Stock Holding History

Moneta Group Investment Advisors’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 Q1	$25M	Sell	147,586 -19,196	-12%	-$2.8M	0.19%	66
2025 Q4	$20.1M	Sell	166,782 -8,050	-5%	-$934K	0.15%	72
2025 Q3	$19.7M	Buy	174,832 +6,379	+4%	+$709K	0.16%	68
2025 Q2	$18.2M	Buy	168,453 +12,986	+8%	+$1.39M	0.22%	65
2025 Q1	$18.5M	Sell	155,467 -3,027	-2%	-$335K	0.25%	61
2024 Q4	$17M	Buy	158,494 +22,760	+17%	+$2.66M	0.24%	63
2024 Q3	$15.9M	Sell	135,734 -1,988	-1%	-$230K	0.23%	64
2024 Q2	$15.9M	Sell	137,722 -2,733	-2%	-$318K	0.25%	60
2024 Q1	$16.3M	Buy	140,455 +10,590	+8%	+$1.11M	0.27%	62
2023 Q4	$13M	Buy	129,865 +2,085	+2%	+$219K	0.26%	61
2023 Q3	$15M	Buy	127,780 +687	+0.5%	+$75.4K	0.34%	53
2023 Q2	$13.6M	Buy	127,093 +5,100	+4%	+$556K	0.3%	55
2023 Q1	$13.4M	Buy	121,993 +14,942	+14%	+$1.65M	0.32%	54
2022 Q4	$12.4M	Buy	107,051 +19,547	+22%	+$2.09M	0.34%	53
2022 Q3	$7.64M	Sell	87,504 -10,488	-11%	-$958K	0.29%	67
2022 Q2	$8.39M	Buy	97,992 +10,596	+12%	+$956K	0.29%	72
2022 Q1	$7.22M	Sell	87,396 -7,456	-8%	-$580K	0.28%	70
2021 Q4	$5.8M	Buy	94,852 +2,298	+2%	+$144K	0.24%	73
2021 Q3	$5.44M	Sell	92,554 -5,433	-6%	-$310K	0.25%	71
2021 Q2	$6.18M	Buy	97,987 +11,868	+14%	+$709K	0.28%	73
2021 Q1	$4.81M	Buy	86,119 +42,475	+97%	+$2.23M	0.25%	75
2020 Q4	$1.8M	Buy	43,644 +417	+1%	+$15.6K	0.13%	105
2020 Q3	$1.48M	Sell	43,227 -3,687	-8%	-$151K	0.13%	101
2020 Q2	$2.1M	Buy	46,914 +3,906	+9%	+$175K	0.2%	84
2020 Q1	$1.63M	Buy	43,008 +12,870	+43%	+$711K	0.17%	89
2019 Q4	$2.1M	Sell	30,138 -2,081	-6%	-$144K	0.18%	81
2019 Q3	$2.27M	Buy	32,219 +6,837	+27%	+$494K	0.21%	78
2019 Q2	$1.95M	Sell	25,382 -12,143	-32%	-$940K	0.19%	78
2019 Q1	$3.03M	Buy	37,525 +4,133	+12%	+$315K	0.32%	56
2018 Q4	$2.28M	Sell	33,392 -12,046	-27%	-$945K	0.27%	65
2018 Q3	$3.86M	Sell	45,438 -1,605	-3%	-$131K	0.4%	49
2018 Q2	$3.89M	Buy	47,043 +10,601	+29%	+$845K	0.43%	38
2018 Q1	$2.72M	Buy	36,442 +7,720	+27%	+$617K	0.36%	46
2017 Q4	$2.4M	Sell	28,722 -2,261	-7%	-$187K	0.36%	38
2017 Q3	$2.54M	Buy	30,983 +1,552	+5%	+$123K	0.39%	37
2017 Q2	$2.38M	Sell	29,431 -93	-0.3%	-$7.61K	0.39%	46
2017 Q1	$2.42M	Buy	29,524 +69	+0.2%	+$5.76K	0.48%	27
2016 Q4	$2.66M	Sell	29,455 -10,119	-26%	-$884K	0.55%	25
2016 Q3	$3.45M	Hold	39,574	–	–	0.78%	21
2016 Q2	$3.71M	Sell	39,574 -200	-0.5%	-$17.7K	0.81%	22
2016 Q1	$3.33M	Sell	39,774 -1,505	-4%	-$121K	0.74%	21
2015 Q4	$3.22M	Buy	41,279 +937	+2%	+$74.9K	0.79%	21
2015 Q3	$3M	Buy	40,342 +7,038	+21%	+$542K	0.83%	22
2015 Q2	$2.77M	Buy	33,304 +2,197	+7%	+$189K	0.85%	21
2015 Q1	$2.64M	Sell	31,107 -1,675	-5%	-$149K	1.13%	13
2014 Q4	$3.03M	Sell	32,782 -695	-2%	-$64.8K	1.46%	13
2014 Q3	$3.15M	Sell	33,477 -3,232	-9%	-$322K	1.64%	12
2014 Q2	$3.7M	Sell	36,709 -1,250	-3%	-$126K	1.99%	10
2014 Q1	$3.71M	Sell	37,959 -1,500	-4%	-$143K	2.19%	10
2013 Q4	$3.99M	Sell	39,459 -48	-0.1%	-$4.44K	2.41%	10
2013 Q3	$3.4M	Buy	39,507 +1,040	+3%	+$93.8K	2.24%	10
2013 Q2	$3.48M	Buy	+38,467	New	+$3.46M	2.45%	10

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Moneta Group Investment Advisors's XOM Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its ExxonMobil (XOM) stake by 12% in Q1 2026, selling an estimated $2.8M and leaving 147,586 shares worth $25M. The position accounts for 0.19% of the portfolio, ranked #66.

Moneta Group Investment Advisors first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Moneta Group Investment Advisors held 147,586 shares of ExxonMobil worth $25M as of Q1 2026.
Moneta Group Investment Advisors sold 19,196 ExxonMobil shares in Q1 2026, an estimated $2.8M.
ExxonMobil made up 0.19% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #66 holding.
Moneta Group Investment Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.