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B. Riley Wealth Advisors’s ExxonMobil XOM Stock Holding History

B. Riley Wealth Advisors’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 		$6.29M Sell
46,260
-582
-1% -$87.1K 0.34% 69
2026
Q1 		$8.03M Sell
46,842
-10,832
-19% -$1.58M 0.51% 38
2025
Q4 		$6.94M Buy
57,674
+1,307
+2% +$152K 0.32% 64
2025
Q3 		$6.36M Sell
56,367
-5,392
-9% -$599K 0.29% 68
2025
Q2 		$6.66M Buy
+61,759
New +$6.6M 0.31% 64
2024
Q4 		$26M Sell
241,984
-32,666
-12% -$3.82M 0.85% 14
2024
Q3 		$32.4M Sell
274,650
-22,828
-8% -$2.64M 0.9% 13
2024
Q2 		$34.2M Buy
297,478
+32,766
+12% +$3.82M 0.87% 14
2024
Q1 		$31.1M Buy
264,712
+8,053
+3% +$843K 0.84% 10
2023
Q4 		$25.7M Sell
256,659
-8,053
-3% -$846K 0.69% 19
2023
Q3 		$31.1M Sell
264,712
-4,924
-2% -$540K 0.84% 10
2023
Q2 		$28.9M Sell
269,636
-19,671
-7% -$2.15M 0.65% 21
2023
Q1 		$31.7M Sell
289,307
-2,577
-0.9% -$285K 0.85% 13
2022
Q4 		$32.2M Sell
291,884
-3,865
-1% -$414K 0.9% 8
2022
Q3 		$25.8M Buy
295,749
+78,491
+36% +$7.17M 0.78% 17
2022
Q2 		$18.6M Sell
217,258
-8,541
-4% -$770K 0.78% 19
2022
Q1 		$18.6M Buy
225,799
+6
+0% +$466 0.61% 25
2021
Q4 		$13.8M Sell
225,793
-2,456
-1% -$153K 0.4% 45
2021
Q3 		$13.5M Buy
228,249
+6,432
+3% +$367K 0.43% 42
2021
Q2 		$13.9M Sell
221,817
-1,129
-0.5% -$67.4K 0.45% 37
2021
Q1 		$12.3M Buy
222,946
+132,516
+147% +$6.95M 0.43% 40
2020
Q4 		$3.73M Sell
90,430
-48,026
-35% -$1.8M 0.2% 117
2020
Q3 		$4.99M Buy
138,456
+6,776
+5% +$277K 0.27% 90
2020
Q2 		$5.89M Buy
131,680
+30,836
+31% +$1.38M 0.39% 63
2020
Q1 		$3.83M Buy
100,844
+44,873
+80% +$2.48M 0.33% 73
2019
Q4 		$3.92M Sell
55,971
-8,859
-14% -$613K 0.33% 67
2019
Q3 		$4.58M Buy
64,830
+10,735
+20% +$776K 0.45% 43
2019
Q2 		$4.19M Buy
54,095
+3,276
+6% +$254K 0.46% 45
2019
Q1 		$3.98M Buy
50,819
+5,743
+13% +$438K 0.5% 42
2018
Q4 		$3.08M Sell
45,076
-163
-0.4% -$12.8K 0.44% 53
2018
Q3 		$3.85M Buy
45,239
+1,339
+3% +$109K 0.46% 52
2018
Q2 		$3.63M Buy
43,900
+1,800
+4% +$143K 0.48% 47
2018
Q1 		$3.14M Sell
42,100
-6,825
-14% -$546K 0.44% 51
2017
Q4 		$4.09M Buy
48,925
+10,920
+29% +$903K 0.55% 36
2017
Q3 		$3.12M Buy
38,005
+1,419
+4% +$113K 0.52% 43
2017
Q2 		$2.96M Buy
36,586
+1,405
+4% +$115K 0.54% 45
2017
Q1 		$2.89M Sell
35,181
-5,167
-13% -$432K 0.58% 42
2016
Q4 		$3.64M Sell
40,348
-1,889
-4% -$165K 0.74% 32
2016
Q3 		$3.12M Sell
42,237
-5,138
-11% -$456K 0.61% 29
2016
Q2 		$3.79M Sell
47,375
-1,390
-3% -$123K 0.76% 19
2016
Q1 		$3.48M Buy
48,765
+1,889
+4% +$151K 0.81% 20
2015
Q4 		$3.65M Buy
46,876
+5,676
+14% +$454K 0.74% 22
2015
Q3 		$3.06M Buy
41,200
+7,205
+21% +$555K 0.74% 19
2015
Q2 		$2.83M Sell
33,995
-7,899
-19% -$679K 0.7% 22
2015
Q1 		$3.56M Sell
41,894
-17,917
-30% -$1.59M 0.87% 12
2014
Q4 		$33.9K Buy
59,811
+24,646
+70% +$2.3M 0.72% 13
2014
Q3 		$3.31M Sell
35,165
-39,035
-53% -$3.89M 0.86% 16
2014
Q2 		$4.37M Buy
74,200
+42,705
+136% +$4.31M 1.03% 7
2014
Q1 		$3.08M Sell
31,495
-2,265
-7% -$216K 0.93% 11
2013
Q4 		$3.42M Sell
33,760
-483
-1% -$44.7K 1.09% 10
2013
Q3 		$2.95M Buy
34,243
+1,519
+5% +$137K 1.01% 13
2013
Q2 		$2.96M Buy
+32,724
New +$2.94M 1% 11

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

B. Riley Wealth Advisors's XOM Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its ExxonMobil (XOM) stake by 1.2% in Q2 2026, selling an estimated $87.1K and leaving 46,260 shares worth $6.29M. The position accounts for 0.34% of the portfolio, ranked #69.

B. Riley Wealth Advisors first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $34.2M in Q2 2024. 1,568 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • B. Riley Wealth Advisors held 46,260 shares of ExxonMobil worth $6.29M as of Q2 2026.
  • B. Riley Wealth Advisors sold 582 ExxonMobil shares in Q2 2026, an estimated $87.1K.
  • ExxonMobil made up 0.34% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • B. Riley Wealth Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's ExxonMobil position peaked at $34.2M in Q2 2024.
  • 1,568 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.