Morey & Quinn Wealth Partners’s ExxonMobil XOM Stock Holding History

Morey & Quinn Wealth Partners’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	$940K	Buy	6,876 +84	+1%	+$12.6K	0.6%	46
2026 Q1	$1.15M	Hold	6,792	–	–	0.82%	27
2025 Q4	$817K	Hold	6,792	–	–	0.59%	43
2025 Q3	$766K	Hold	6,792	–	–	0.56%	45
2025 Q2	$732K	Hold	6,792	–	–	0.59%	43
2025 Q1	$808K	Buy	6,792 +113	+2%	+$12.5K	0.67%	34
2024 Q4	$718K	Buy	+6,679	New	+$781K	0.61%	38

Other funds holding XOM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Morey & Quinn Wealth Partners's XOM Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its ExxonMobil (XOM) stake by 1.2% in Q2 2026, buying an estimated $12.6K and bringing the position to 6,876 shares worth $940K. The position accounts for 0.6% of the portfolio, ranked #46.

Morey & Quinn Wealth Partners first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q1 2026. 2,247 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Morey & Quinn Wealth Partners held 6,876 shares of ExxonMobil worth $940K as of Q2 2026.
Morey & Quinn Wealth Partners bought 84 ExxonMobil shares in Q2 2026, an estimated $12.6K.
ExxonMobil made up 0.6% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #46 holding.
Morey & Quinn Wealth Partners first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Morey & Quinn Wealth Partners's ExxonMobil position peaked at $1.15M in Q1 2026.
2,247 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.