MorganRosel Wealth Management’s ExxonMobil XOM Stock Holding History

MorganRosel 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	$894K	Buy	+6,542	New	+$979K	0.3%	59
2025 Q4	–	Sell	-2,203	Closed	-$248K	–	119
2025 Q3	$248K	Sell	2,203 -1,570	-42%	-$175K	0.06%	102
2025 Q2	$407K	Buy	3,773 +2,640	+233%	+$282K	0.11%	90
2025 Q1	$135K	Sell	1,133 -1,187	-51%	-$131K	0.04%	114
2024 Q4	$250K	Buy	2,320 +284	+14%	+$33.2K	0.08%	99
2024 Q3	$239K	Sell	2,036 -426	-17%	-$49.2K	0.08%	98
2024 Q2	$283K	Hold	2,462	–	–	0.1%	90
2024 Q1	$286K	Sell	2,462 -73	-3%	-$7.64K	0.1%	89
2023 Q4	$253K	Hold	2,535	–	–	0.1%	88
2023 Q3	$298K	Sell	2,535 -7,706	-75%	-$845K	0.12%	84
2023 Q2	$1.1M	Sell	10,241 -2,411	-19%	-$263K	0.45%	34
2023 Q1	$1.39M	Buy	12,652 +248	+2%	+$27.4K	0.59%	28
2022 Q4	$1.37M	Buy	12,404 +3,200	+35%	+$343K	0.63%	29
2022 Q3	$804K	Buy	9,204 +6,694	+267%	+$611K	0.4%	45
2022 Q2	$215K	Hold	2,510	–	–	0.12%	83
2022 Q1	$207K	Buy	+2,510	New	+$195K	0.1%	86

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

MorganRosel Wealth Management opened a new position in ExxonMobil (XOM) in Q2 2026: 6,542 shares worth $894K. The stake represents 0.3% of the portfolio and ranks #59 among its holdings. This is a return to the name: MorganRosel Wealth Management previously reported a position in XOM as recently as Q3 2025.

MorganRosel Wealth Management first reported a position in XOM in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.39M in Q1 2023. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

MorganRosel Wealth Management held 6,542 shares of ExxonMobil worth $894K as of Q2 2026.
ExxonMobil was a new MorganRosel Wealth Management position in Q2 2026.
ExxonMobil made up 0.3% of MorganRosel Wealth Management's portfolio in Q2 2026, its #59 holding.
MorganRosel Wealth Management first reported a position in ExxonMobil in Q1 2022 and has held it in 16 quarters since.
MorganRosel Wealth Management's ExxonMobil position peaked at $1.39M in Q1 2023.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.