Ronald Muhlenkamp's Muhlenkamp & Co bought 88K shares more of Exxon Mobil Corp (XOM) in 2026 Q3, according to the 13F-HR filed with the SEC on November 10, 2026, a 5,367% increase in the share count. Ronald Muhlenkamp now holds 89.7K shares worth about $14.6M, 3.55% of the portfolio against 0.06% a quarter earlier.
What did the 2026 Q3 filing report for XOM?
As of September 30, 2026, from the 13F-HR filed November 10, 2026.
| Before | After | |
|---|---|---|
| Shares | 1.64K | 89.7K |
| Shares added | +88K (5,367%) | |
| Reported value | $224K | $14.6M |
| Portfolio weight | 0.06% | 3.55% |
| Rank in portfolio | 15th of 32 |
How much did Ronald Muhlenkamp add to XOM?
Ronald Muhlenkamp added 88K shares of XOM during 2026 Q3, taking the stake from 1.64K to 89.7K. The reported value of the position rose by about $14.4M, from about $224K to about $14.6M.
Where does XOM sit in the Ronald Muhlenkamp portfolio?
XOM ranks 15th of 32 stock positions in the Ronald Muhlenkamp portfolio at 3.55%, about the fund's average stock position of 3%. The largest stock position is NEM at 6.51%. Next come AEM at 6.2% and MCK at 5.67%. The three largest stocks together are 18.38% of the book. The XOM addition was the 2nd largest of the quarter's 29 position changes by percent change to portfolio. Across the 2026 Q3 portfolio, Ronald Muhlenkamp reported 32 stock positions, with 5 opened and 1 closed. The total portfolio value is about $411M, up 19% from the prior quarter.
How long has Ronald Muhlenkamp held XOM?
Ronald Muhlenkamp first reported XOM in the quarter ended December 31, 2022. The fund sold out of the name in 2023 Q3 and came back in 2026 Q1. The current weight is the highest the fund has reported for the name. The share count had been unchanged the quarter before. Every reported trade is on the Ronald Muhlenkamp XOM trade history page.
Did other funds buy or sell XOM in 2026 Q3?
Among the other tracked funds that had filed for 2026 Q3 as of November 10, 2026, 2 hold XOM. Of those, 2 trimmed the position this quarter and none added. The largest sellers were Richard Pzena and Paul Lountzis. Every tracked holder of XOM is on the XOM ownership page.
FAQ
How many XOM shares did Ronald Muhlenkamp buy in 2026 Q3?
Ronald Muhlenkamp added 88K shares of XOM, a 5,367% increase, to 89.7K shares.
What is the XOM position of Ronald Muhlenkamp worth now?
The XOM position of Ronald Muhlenkamp is worth about $14.6M at September 30, 2026 prices, 3.55% of the portfolio.
Is XOM a top holding of Ronald Muhlenkamp?
XOM ranks 15th of 32 stock positions in the Ronald Muhlenkamp portfolio, at 3.55%.
Did other funds add to XOM in 2026 Q3?
Among the 2 other tracked funds that hold XOM, none added to it in 2026 Q3 and 2 trimmed it.