Red Mountain Financial’s ExxonMobil XOM Stock Holding History

Red Mountain Financial’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	$444K	Hold	3,251	–	–	0.37%	48
2026 Q1	$551K	Hold	3,251	–	–	0.52%	43
2025 Q4	$391K	Buy	3,251 +69	+2%	+$8K	0.38%	45
2025 Q3	$359K	Hold	3,182	–	–	0.36%	47
2025 Q2	$343K	Hold	3,182	–	–	0.38%	48
2025 Q1	$378K	Hold	3,182	–	–	0.46%	42
2024 Q4	$342K	Sell	3,182 -601	-16%	-$70.3K	0.37%	43
2024 Q3	$443K	Sell	3,783 -186	-5%	-$21.5K	0.47%	38
2024 Q2	$457K	Buy	+3,969	New	+$462K	0.55%	37
2023 Q4	$686K	Buy	+6,858	New	+$721K	1.06%	29

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Red Mountain Financial's XOM Position: Q2 2026 in Review

Red Mountain Financial held its ExxonMobil (XOM) position steady in Q2 2026 at 3,251 shares worth $444K. The position accounts for 0.37% of the portfolio, ranked #48.

Red Mountain Financial first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. The position peaked at $686K in Q4 2023. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Red Mountain Financial held 3,251 shares of ExxonMobil worth $444K as of Q2 2026.
Red Mountain Financial left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.37% of Red Mountain Financial's portfolio in Q2 2026, its #48 holding.
Red Mountain Financial first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
Red Mountain Financial's ExxonMobil position peaked at $686K in Q4 2023.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.