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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
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 		$9.83M 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
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

Moran Wealth Management's XOM Position: Q2 2026 in Review

Moran Wealth Management reduced its ExxonMobil (XOM) stake by 11% in Q2 2026, selling an estimated $1.27M and leaving 66,033 shares worth $9.03M. The position accounts for 0.25% of the portfolio, ranked #137.

Moran Wealth Management first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $38.5M in Q3 2023. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Moran Wealth Management held 66,033 shares of ExxonMobil worth $9.03M as of Q2 2026.
  • Moran Wealth Management sold 8,492 ExxonMobil shares in Q2 2026, an estimated $1.27M.
  • ExxonMobil made up 0.25% of Moran Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Moran Wealth Management first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's ExxonMobil position peaked at $38.5M in Q3 2023.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.