Morris Financial Concepts’s ExxonMobil XOM Stock Holding History

Morris Financial Concepts’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	$960K	Hold	7,023	–	–	0.29%	51
2026 Q1	$1.19M	Buy	7,023 +526	+8%	+$76.8K	0.4%	45
2025 Q4	$782K	Buy	6,497 +196	+3%	+$22.7K	0.27%	52
2025 Q3	$710K	Hold	6,301	–	–	0.26%	56
2025 Q2	$679K	Sell	6,301 -2,436	-28%	-$260K	0.27%	53
2025 Q1	$1.04M	Sell	8,737 -29	-0.3%	-$3.21K	0.44%	44
2024 Q4	$943K	Buy	8,766 +195	+2%	+$22.8K	0.4%	42
2024 Q3	$1M	Buy	8,571 +247	+3%	+$28.5K	0.43%	41
2024 Q2	$958K	Buy	8,324 +2,290	+38%	+$267K	0.46%	37
2024 Q1	$701K	Buy	6,034 +3,086	+105%	+$323K	0.36%	45
2023 Q4	$295K	Buy	2,948 +1	+0%	+$105	0.17%	74
2023 Q3	$347K	Sell	2,947 -1,000	-25%	-$110K	0.23%	59
2023 Q2	$423K	Buy	3,947 +1	+0%	+$109	0.27%	51
2023 Q1	$433K	Hold	3,946	–	–	0.31%	48
2022 Q4	$435K	Sell	3,946 -6	-0.2%	-$643	0.35%	49
2022 Q3	$345K	Hold	3,952	–	–	0.36%	45
2022 Q2	$338K	Hold	3,952	–	–	0.32%	49
2022 Q1	$326K	Sell	3,952 -40	-1%	-$3.11K	0.27%	51
2021 Q4	$244K	Buy	+3,992	New	+$249K	0.2%	58

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

Morris Financial Concepts's XOM Position: Q2 2026 in Review

Morris Financial Concepts held its ExxonMobil (XOM) position steady in Q2 2026 at 7,023 shares worth $960K. The position accounts for 0.29% of the portfolio, ranked #51.

Morris Financial Concepts first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.19M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Morris Financial Concepts held 7,023 shares of ExxonMobil worth $960K as of Q2 2026.
Morris Financial Concepts left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.29% of Morris Financial Concepts's portfolio in Q2 2026, its #51 holding.
Morris Financial Concepts first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
Morris Financial Concepts's ExxonMobil position peaked at $1.19M in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.