Moran Wealth Management
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Moran Wealth Management’s ExxonMobil XOM Stock Holding History

Moran 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 		$10.8M Buy
66,585
+552
+0.8% +$86.3K 0.3% 120
2026
Q2 		$9.03M Sell
66,033
-8,492
-11% -$1.27M 0.25% 137
2026
Q1 		$12.6M Sell
74,525
-7,127
-9% -$1.04M 0.39% 82
2025
Q4 		$9.8M Sell
81,652
-110
-0.1% -$12.8K 0.3% 107
2025
Q3 		$9.22M Sell
81,762
-2,628
-3% -$292K 0.28% 113
2025
Q2 		$9.1M Sell
84,390
-4,279
-5% -$457K 0.28% 112
2025
Q1 		$10.5M Sell
88,669
-45,142
-34% -$4.99M 0.35% 91
2024
Q4 		$14.4M Buy
133,811
+17,367
+15% +$2.03M 0.46% 77
2024
Q3 		$13.6M Sell
116,444
-84,632
-42% -$9.8M 0.42% 82
2024
Q2 		$23.1M Sell
201,076
-93,141
-32% -$10.8M 0.76% 30
2024
Q1 		$34.2M Sell
294,217
-4,298
-1% -$450K 1.11% 13
2023
Q4 		$29.8M Sell
298,515
-28,810
-9% -$3.03M 1.06% 15
2023
Q3 		$38.5M Sell
327,325
-5,942
-2% -$652K 1.49% 7
2023
Q2 		$35.7M Buy
333,267
+2,981
+0.9% +$325K 1.34% 7
2023
Q1 		$36.2M Buy
330,286
+26,798
+9% +$2.96M 1.37% 8
2022
Q4 		$33.5M Buy
+303,488
New +$32.5M 1.27% 11

Other funds holding XOM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Moran Wealth Management's XOM Position: Q3 2026 in Review

Moran Wealth Management increased its ExxonMobil (XOM) stake by 0.84% in Q3 2026, buying an estimated $86.3K and bringing the position to 66,585 shares worth $10.8M. The position accounts for 0.3% of the portfolio, ranked #120.

Moran Wealth Management first reported a position in XOM in Q4 2022 and has held it in 16 quarters since. The position peaked at $38.5M in Q3 2023. 3,198 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Moran Wealth Management held 66,585 shares of ExxonMobil worth $10.8M as of Q3 2026.
  • Moran Wealth Management bought 552 ExxonMobil shares in Q3 2026, an estimated $86.3K.
  • ExxonMobil made up 0.3% of Moran Wealth Management's portfolio in Q3 2026, its #120 holding.
  • Moran Wealth Management first reported a position in ExxonMobil in Q4 2022 and has held it in 16 quarters since.
  • Moran Wealth Management's ExxonMobil position peaked at $38.5M in Q3 2023.
  • 3,198 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.