MTM Financial Group’s ExxonMobil XOM Stock Holding History

MTM Financial Group’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	$241K	Buy	1,760 +80	+5%	+$12K	0.1%	84
2026 Q1	$285K	Buy	+1,680	New	+$245K	0.13%	76
2024 Q4	–	Sell	-2,666	Closed	-$313K	–	77
2024 Q3	$313K	Hold	2,666	–	–	0.19%	60
2024 Q2	$307K	Buy	2,666 +5	+0.2%	+$582	0.2%	57
2024 Q1	$309K	Hold	2,661	–	–	0.21%	52
2023 Q4	$266K	Hold	2,661	–	–	0.19%	46
2023 Q3	$313K	Hold	2,661	–	–	0.26%	40
2023 Q2	$285K	Hold	2,661	–	–	0.24%	42
2023 Q1	$292K	Hold	2,661	–	–	0.26%	40
2022 Q4	$294K	Hold	2,661	–	–	0.26%	40
2022 Q3	$232K	Hold	2,661	–	–	0.21%	45
2022 Q2	$228K	Hold	2,661	–	–	0.2%	46
2022 Q1	$220K	Buy	+2,661	New	+$207K	0.23%	44

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

MTM Financial Group's XOM Position: Q2 2026 in Review

MTM Financial Group increased its ExxonMobil (XOM) stake by 4.8% in Q2 2026, buying an estimated $12K and bringing the position to 1,760 shares worth $241K. The position accounts for 0.1% of the portfolio, ranked #84.

MTM Financial Group first reported a position in XOM in Q1 2022 and has held it in 13 quarters since. The position peaked at $313K in Q3 2023. 4,233 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

MTM Financial Group held 1,760 shares of ExxonMobil worth $241K as of Q2 2026.
MTM Financial Group bought 80 ExxonMobil shares in Q2 2026, an estimated $12K.
ExxonMobil made up 0.1% of MTM Financial Group's portfolio in Q2 2026, its #84 holding.
MTM Financial Group first reported a position in ExxonMobil in Q1 2022 and has held it in 13 quarters since.
MTM Financial Group's ExxonMobil position peaked at $313K in Q3 2023.
4,233 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on MTM Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.