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 Q1	$12.6M	Sell	74,525 -7,127	-9%	-$1.04M	0.39%	82
2025 Q4	$9.83M	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%	-$9.77M	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

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

Moran Wealth Management's XOM Position: Q1 2026 in Review

Moran Wealth Management reduced its ExxonMobil (XOM) stake by 8.7% in Q1 2026, selling an estimated $1.04M and leaving 74,525 shares worth $12.6M. The position accounts for 0.39% of the portfolio, ranked #82.

Moran Wealth Management first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. The position peaked at $38.5M in Q3 2023. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Moran Wealth Management held 74,525 shares of ExxonMobil worth $12.6M as of Q1 2026.
Moran Wealth Management sold 7,127 ExxonMobil shares in Q1 2026, an estimated $1.04M.
ExxonMobil made up 0.39% of Moran Wealth Management's portfolio in Q1 2026, its #82 holding.
Moran Wealth Management first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
Moran Wealth Management's ExxonMobil position peaked at $38.5M in Q3 2023.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.