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Dale Q Rice Investment Management’s ExxonMobil XOM Stock Holding History

Dale Q Rice Investment 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 		$234K Hold
1,710
– – 0.13% 65
2026
Q1 		$290K Buy
+1,710
New +$250K 0.22% 60
2025
Q2 		– Sell
-3,020
Closed -$359K – 95
2025
Q1 		$359K Buy
+3,020
New +$334K 0.19% 62

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Dale Q Rice Investment Management's XOM Position: Q2 2026 in Review

Dale Q Rice Investment Management held its ExxonMobil (XOM) position steady in Q2 2026 at 1,710 shares worth $234K. The position accounts for 0.13% of the portfolio, ranked #65.

Dale Q Rice Investment Management first reported a position in XOM in Q1 2025 and has held it in 3 quarters since. The position peaked at $359K in Q1 2025. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Dale Q Rice Investment Management held 1,710 shares of ExxonMobil worth $234K as of Q2 2026.
  • Dale Q Rice Investment Management left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.13% of Dale Q Rice Investment Management's portfolio in Q2 2026, its #65 holding.
  • Dale Q Rice Investment Management first reported a position in ExxonMobil in Q1 2025 and has held it in 3 quarters since.
  • Dale Q Rice Investment Management's ExxonMobil position peaked at $359K in Q1 2025.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.