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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
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

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

Montz Harcus Wealth Management's XOM Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its ExxonMobil (XOM) stake by 0.59% in Q2 2026, buying an estimated $11.7K and bringing the position to 13,284 shares worth $1.82M. The position accounts for 0.65% of the portfolio, ranked #23.

Montz Harcus Wealth Management first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.24M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Montz Harcus Wealth Management held 13,284 shares of ExxonMobil worth $1.82M as of Q2 2026.
  • Montz Harcus Wealth Management bought 78 ExxonMobil shares in Q2 2026, an estimated $11.7K.
  • ExxonMobil made up 0.65% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Montz Harcus Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Montz Harcus Wealth Management's ExxonMobil position peaked at $2.24M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.