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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 		$68K Sell
500
-49,500
-99% -$7.41M ﹤0.01% 854
2026
Q1 		$85.7K Buy
50,000
+49,300
+7,043% +$7.19M 0.01% 789
2025
Q4 		$84.2K Buy
+700
New +$81.2K ﹤0.01% 944

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. 1,598 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.
  • 1,598 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.