MWM
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Moulton Wealth Management’s ExxonMobil XOM Stock Holding History

Moulton 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 		$1.86M Buy
13,609
+92
+0.7% +$13.8K 1.22% 19
2026
Q1 		$2.17M Buy
13,517
+93
+0.7% +$13.6K 1.48% 16
2025
Q4 		$1.65M Buy
13,424
+115
+0.9% +$13.3K 1.56% 23
2025
Q3 		$1.5M Buy
13,309
+116
+0.9% +$12.9K 1.09% 28
2025
Q2 		$1.48M Buy
13,193
+121
+0.9% +$12.9K 1.12% 25
2025
Q1 		$1.55M Buy
13,072
+115
+0.9% +$12.7K 1.19% 22
2024
Q4 		$1.39M Buy
12,957
+112
+0.9% +$13.1K 1.07% 23
2024
Q3 		$1.6M Buy
12,845
+108
+0.8% +$12.5K 1.34% 17
2024
Q2 		$1.42M Buy
12,737
+106
+0.8% +$12.3K 1.28% 18
2024
Q1 		$1.47M Buy
12,631
+109
+0.9% +$11.4K 1.54% 13
2023
Q4 		$1.25M Buy
12,522
+120
+1% +$12.6K 1.6% 9
2023
Q3 		$1.32M Hold
12,402
– – 1.94% 8
2023
Q2 		$1.33M Buy
12,402
+103
+0.8% +$11.2K 2.35% 7
2023
Q1 		$1.42M Buy
12,299
+101
+0.8% +$11.2K 3.12% 5
2022
Q4 		$1.35M Buy
12,198
+106
+0.9% +$11.4K 4.61% 5
2022
Q3 		$1.06M Sell
12,092
-105
-0.9% -$9.59K 6.64% 6
2022
Q2 		$1.01M Hold
12,197
– – 1.06% 14
2022
Q1 		$1.01M Buy
12,197
+126
+1% +$9.79K 1.06% 14
2021
Q4 		$796K Buy
12,071
+478
+4% +$29.9K 0.58% 22
2021
Q3 		$706K Buy
11,593
+182
+2% +$10.4K 0.53% 24
2021
Q2 		$720K Buy
11,411
+155
+1% +$9.25K 0.53% 29
2021
Q1 		$634K Buy
11,256
+159
+1% +$8.34K 0.48% 28
2020
Q4 		$520K Buy
11,097
+215
+2% +$8.06K 0.42% 17
2020
Q3 		$377K Buy
10,882
+244
+2% +$9.97K 0.41% 13
2020
Q2 		$469K Sell
10,638
-2,616
-20% -$117K 0.59% 11
2020
Q1 		$572K Sell
13,254
-1,001
-7% -$55.3K 0.94% 8
2019
Q4 		$1M Buy
+14,255
New +$986K 0.83% 16

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Moulton Wealth Management increased its ExxonMobil (XOM) stake by 0.68% in Q2 2026, buying an estimated $13.8K and bringing the position to 13,609 shares worth $1.86M. The position accounts for 1.22% of the portfolio, ranked #19.

Moulton Wealth Management first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.17M in Q1 2026. 877 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Moulton Wealth Management held 13,609 shares of ExxonMobil worth $1.86M as of Q2 2026.
  • Moulton Wealth Management bought 92 ExxonMobil shares in Q2 2026, an estimated $13.8K.
  • ExxonMobil made up 1.22% of Moulton Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Moulton Wealth Management first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • Moulton Wealth Management's ExxonMobil position peaked at $2.17M in Q1 2026.
  • 877 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.