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Money Concepts Capital’s ExxonMobil XOM Stock Holding History

Money Concepts Capital’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 		$2.25M Sell
16,477
-1,735
-10% -$260K 0.1% 182
2026
Q1 		$3.09M Sell
18,212
-33
-0.2% -$4.82K 0.17% 133
2025
Q4 		$2.2M Buy
18,245
+165
+0.9% +$19.1K 0.12% 155
2025
Q3 		$2.04M Buy
18,080
+4,757
+36% +$529K 0.13% 169
2025
Q2 		$1.44M Buy
13,323
+6,014
+82% +$643K 0.1% 191
2025
Q1 		$869K Buy
7,309
+1,601
+28% +$177K 0.07% 234
2024
Q4 		$614K Buy
5,708
+412
+8% +$48.2K 0.05% 275
2024
Q3 		$621K Buy
5,296
+771
+17% +$89K 0.05% 268
2024
Q2 		$521K Buy
4,525
+278
+7% +$32.4K 0.04% 281
2024
Q1 		$494K Sell
4,247
-124
-3% -$13K 0.05% 292
2023
Q4 		$437K Buy
4,371
+1,252
+40% +$132K 0.04% 293
2023
Q3 		$367K Buy
3,119
+95
+3% +$10.4K 0.04% 277
2023
Q2 		$324K Sell
3,024
-612
-17% -$66.8K 0.03% 298
2023
Q1 		$399K Sell
3,636
-41,279
-92% -$4.57M 0.02% 317
2022
Q4 		$4.95M Buy
44,915
+41,072
+1,069% +$4.4M 0.22% 89
2022
Q3 		$336K Buy
3,843
+208
+6% +$19K 0.02% 350
2022
Q2 		$318K Sell
3,635
-18,901
-84% -$1.7M 0.03% 338
2022
Q1 		$1.86M Buy
22,536
+18,893
+519% +$1.47M 0.1% 200
2021
Q4 		$223K Buy
+3,643
New +$228K 0.02% 464

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

Money Concepts Capital's XOM Position: Q2 2026 in Review

Money Concepts Capital reduced its ExxonMobil (XOM) stake by 9.5% in Q2 2026, selling an estimated $260K and leaving 16,477 shares worth $2.25M. The position accounts for 0.1% of the portfolio, ranked #182.

Money Concepts Capital first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.95M in Q4 2022. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Money Concepts Capital held 16,477 shares of ExxonMobil worth $2.25M as of Q2 2026.
  • Money Concepts Capital sold 1,735 ExxonMobil shares in Q2 2026, an estimated $260K.
  • ExxonMobil made up 0.1% of Money Concepts Capital's portfolio in Q2 2026, its #182 holding.
  • Money Concepts Capital first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Money Concepts Capital's ExxonMobil position peaked at $4.95M in Q4 2022.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.