NRI
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NFP Retirement Inc’s ExxonMobil XOM Stock Holding History

NFP Retirement Inc’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
Q1 		$1.02M Sell
6,011
-280
-4% -$40.9K 0.06% 137
2025
Q4 		$757K Buy
6,291
+72
+1% +$8.35K 0.05% 160
2025
Q3 		$701K Sell
6,219
-11,991
-66% -$1.33M 0.04% 163
2025
Q2 		$1.96M Buy
18,210
+272
+2% +$29.1K 0.13% 90
2025
Q1 		$2.13M Sell
17,938
-233
-1% -$25.8K 0.17% 71
2024
Q4 		$1.95M Buy
18,171
+457
+3% +$53.5K 0.15% 80
2024
Q3 		$2.08M Sell
17,714
-3,284
-16% -$379K 0.17% 80
2024
Q2 		$2.42M Sell
20,998
-6
-0% -$699 0.2% 70
2024
Q1 		$2.44M Buy
21,004
+2,471
+13% +$259K 0.21% 67
2023
Q4 		$1.85M Buy
18,533
+5,438
+42% +$572K 0.31% 65
2023
Q3 		$1.54M Buy
13,095
+17
+0.1% +$1.86K 0.29% 71
2023
Q2 		$1.4M Sell
13,078
-96
-0.7% -$10.5K 0.26% 79
2023
Q1 		$1.44M Sell
13,174
-109
-0.8% -$12.1K 0.29% 74
2022
Q4 		$1.47M Buy
13,283
+1,572
+13% +$168K 0.32% 72
2022
Q3 		$1.02M Buy
11,711
+199
+2% +$18.2K 0.25% 81
2022
Q2 		$986K Sell
11,512
-1,710
-13% -$154K 0.25% 81
2022
Q1 		$1.09M Buy
13,222
+3,160
+31% +$246K 0.26% 77
2021
Q4 		$616K Buy
10,062
+189
+2% +$11.8K 0.22% 71
2021
Q3 		$581K Buy
9,873
+239
+2% +$13.6K 0.24% 70
2021
Q2 		$608K Buy
9,634
+22
+0.2% +$1.31K 0.23% 70
2021
Q1 		$537K Buy
9,612
+668
+7% +$35K 0.23% 70
2020
Q4 		$369K Sell
8,944
-76
-0.8% -$2.85K 0.23% 79
2020
Q3 		$310K Buy
9,020
+40
+0.4% +$1.64K 0.2% 77
2020
Q2 		$402K Buy
8,980
+29
+0.3% +$1.3K 0.29% 60
2020
Q1 		$340K Buy
8,951
+1,040
+13% +$57.4K 0.33% 54
2019
Q4 		$550K Buy
+7,911
New +$547K 0.51% 44

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

NFP Retirement Inc's XOM Position: Q1 2026 in Review

NFP Retirement Inc reduced its ExxonMobil (XOM) stake by 4.5% in Q1 2026, selling an estimated $40.9K and leaving 6,011 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #137.

NFP Retirement Inc first reported a position in XOM in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.44M in Q1 2024. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • NFP Retirement Inc held 6,011 shares of ExxonMobil worth $1.02M as of Q1 2026.
  • NFP Retirement Inc sold 280 ExxonMobil shares in Q1 2026, an estimated $40.9K.
  • ExxonMobil made up 0.06% of NFP Retirement Inc's portfolio in Q1 2026, its #137 holding.
  • NFP Retirement Inc first reported a position in ExxonMobil in Q4 2019 and has held it in 26 quarters since.
  • NFP Retirement Inc's ExxonMobil position peaked at $2.44M in Q1 2024.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.