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Leonard Rickey Investment Advisors’s ExxonMobil XOM Stock Holding History

Leonard Rickey Investment 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 		$33.3K Buy
+1,800
New +$269K 0.01% 125

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

Leonard Rickey Investment Advisors's XOM Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its ExxonMobil (XOM) stake by 2% in Q2 2026, selling an estimated $27.8K and leaving 9,236 shares worth $1.26M. The position accounts for 0.2% of the portfolio, ranked #44.

Leonard Rickey Investment Advisors first reported a position in XOM in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.6M in Q1 2026. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Leonard Rickey Investment Advisors held 9,236 shares of ExxonMobil worth $1.26M as of Q2 2026.
  • Leonard Rickey Investment Advisors sold 186 ExxonMobil shares in Q2 2026, an estimated $27.8K.
  • ExxonMobil made up 0.2% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #44 holding.
  • Leonard Rickey Investment Advisors first reported a position in ExxonMobil in Q2 2018 and has held it in 31 quarters since.
  • Leonard Rickey Investment Advisors's ExxonMobil position peaked at $1.6M in Q1 2026.
  • 4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.