MHWM
XOM icon

Montz Harcus Wealth Management’s ExxonMobil XOM Stock Holding History

Montz Harcus 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
Q3 		$2.19M Buy
13,442
+158
+1% +$24.7K 0.77% 20
2026
Q2 		$1.82M Buy
13,284
+78
+0.6% +$11.7K 0.65% 23
2026
Q1 		$2.24M Sell
13,206
-35
-0.3% -$5.11K 0.9% 21
2025
Q4 		$1.59M Sell
13,241
-1,411
-10% -$164K 0.65% 23
2025
Q3 		$1.65M Buy
14,652
+357
+2% +$39.7K 0.72% 21
2025
Q2 		$1.54M Sell
14,295
-103
-0.7% -$11K 0.74% 21
2025
Q1 		$1.71M Buy
14,398
+112
+0.8% +$12.4K 0.94% 20
2024
Q4 		$1.54M Buy
14,286
+284
+2% +$33.2K 0.86% 20
2024
Q3 		$1.64M Sell
14,002
-25
-0.2% -$2.89K 0.96% 18
2024
Q2 		$1.61M Buy
14,027
+1,684
+14% +$196K 1.05% 18
2024
Q1 		$1.43M Sell
12,343
-365
-3% -$38.2K 0.97% 19
2023
Q4 		$1.27M Buy
12,708
+76
+0.6% +$7.99K 0.97% 17
2023
Q3 		$1.49M Buy
12,632
+160
+1% +$17.6K 1.27% 14
2023
Q2 		$1.34M Buy
12,472
+221
+2% +$24.1K 1.11% 16
2023
Q1 		$1.34M Sell
12,251
-295
-2% -$32.6K 1.24% 15
2022
Q4 		$1.38M Sell
12,546
-240
-2% -$25.7K 1.37% 15
2022
Q3 		$1.12M Buy
12,786
+258
+2% +$23.6K 1.23% 15
2022
Q2 		$1.07M Buy
12,528
+99
+0.8% +$8.93K 1.13% 15
2022
Q1 		$1.03M Sell
12,429
-261
-2% -$20.3K 0.92% 17
2021
Q4 		$777K Buy
+12,690
New +$793K 0.68% 21

Other funds holding XOM

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Montz Harcus Wealth Management's XOM Position: Q3 2026 in Review

Montz Harcus Wealth Management increased its ExxonMobil (XOM) stake by 1.2% in Q3 2026, buying an estimated $24.7K and bringing the position to 13,442 shares worth $2.19M. The position accounts for 0.77% of the portfolio, ranked #20.

Montz Harcus Wealth Management first reported a position in XOM in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.24M in Q1 2026. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Montz Harcus Wealth Management held 13,442 shares of ExxonMobil worth $2.19M as of Q3 2026.
  • Montz Harcus Wealth Management bought 158 ExxonMobil shares in Q3 2026, an estimated $24.7K.
  • ExxonMobil made up 0.77% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #20 holding.
  • Montz Harcus Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 20 quarters since.
  • Montz Harcus Wealth Management's ExxonMobil position peaked at $2.24M in Q1 2026.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.