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Morningstar Investment Management’s ExxonMobil XOM Stock Holding History

Morningstar Investment 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 		$10.7M Hold
62,894
– – 0.66% 25
2026
Q1 		$10.7M Sell
62,894
-17,619
-22% -$2.57M 0.66% 25
2025
Q4 		$9.69M Sell
80,513
-60,758
-43% -$7.05M 0.57% 30
2025
Q3 		$15.9M Buy
141,271
+107,569
+319% +$12M 0.59% 25
2025
Q2 		$3.63M Buy
33,702
+5,579
+20% +$596K 0.32% 29
2025
Q1 		$3.35M Sell
28,123
-795
-3% -$87.9K 0.28% 31
2024
Q4 		$3.11M Sell
28,918
-5,918
-17% -$692K 0.25% 36
2024
Q3 		$4.32M Sell
34,836
-1,911
-5% -$221K 0.43% 31
2024
Q2 		$4.23M Sell
36,747
-943
-3% -$110K 0.44% 30
2024
Q1 		$4.38M Buy
37,690
+9,178
+32% +$960K 0.48% 27
2023
Q4 		$2.85M Buy
28,512
+1,127
+4% +$118K 0.33% 39
2023
Q3 		$3.22M Buy
27,385
+3,356
+14% +$368K 0.44% 28
2023
Q2 		$2.58M Buy
24,029
+2,555
+12% +$279K 0.34% 31
2023
Q1 		$2.35M Sell
21,474
-4,562
-18% -$505K 0.35% 30
2022
Q4 		$2.87M Buy
26,036
+2,624
+11% +$281K 0.49% 29
2022
Q3 		$2.04M Hold
23,412
– – 0.39% 35
2022
Q2 		$2M Buy
+23,412
New +$2.11M 0.38% 35

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Morningstar Investment Management's XOM Position: Q2 2026 in Review

Morningstar Investment Management held its ExxonMobil (XOM) position steady in Q2 2026 at 62,894 shares worth $10.7M. The position accounts for 0.66% of the portfolio, ranked #25.

Morningstar Investment Management first reported a position in XOM in Q2 2022 and has held it in 17 quarters since. The position peaked at $15.9M in Q3 2025. 2,018 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Morningstar Investment Management held 62,894 shares of ExxonMobil worth $10.7M as of Q2 2026.
  • Morningstar Investment Management left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.66% of Morningstar Investment Management's portfolio in Q2 2026, its #25 holding.
  • Morningstar Investment Management first reported a position in ExxonMobil in Q2 2022 and has held it in 17 quarters since.
  • Morningstar Investment Management's ExxonMobil position peaked at $15.9M in Q3 2025.
  • 2,018 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.