Red Tortoise LLC’s ExxonMobil XOM Stock Holding History

Red Tortoise LLC’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	$153K	Buy	903 +1	+0.1%	+$146	0.06%	99
2025 Q4	$108K	Buy	902 +2	+0.2%	+$232	0.05%	108
2025 Q3	$101K	Buy	900 +1	+0.1%	+$111	0.04%	109
2025 Q2	$96.9K	Sell	899 -11	-1%	-$1.18K	0.05%	99
2025 Q1	$108K	Sell	910 -14	-2%	-$1.55K	0.06%	91
2024 Q4	$99.4K	Buy	924 +1	+0.1%	+$117	0.05%	95
2024 Q3	$108K	Buy	923 +1	+0.1%	+$115	0.05%	96
2024 Q2	$106K	Buy	922 +486	+111%	+$56.6K	0.06%	92
2024 Q1	$50.7K	Hold	436	–	–	0.03%	108
2023 Q4	$43.6K	Buy	436 +16	+4%	+$1.68K	0.02%	105
2023 Q3	$49.4K	Hold	420	–	–	0.03%	102
2023 Q2	$45K	Hold	420	–	–	0.03%	105
2023 Q1	$46.1K	Hold	420	–	–	0.03%	103
2022 Q4	$46.3K	Buy	+420	New	+$45K	0.03%	123
2021 Q4	–	Sell	-420	Closed	-$37K	–	508
2021 Q3	$37K	Buy	+420	New	+$23.9K	0.03%	122

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Red Tortoise LLC's XOM Position: Q1 2026 in Review

Red Tortoise LLC increased its ExxonMobil (XOM) stake by 0.11% in Q1 2026, buying an estimated $146 and bringing the position to 903 shares worth $153K. The position accounts for 0.06% of the portfolio, ranked #99.

Red Tortoise LLC first reported a position in XOM in Q3 2021 and has held it in 15 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Red Tortoise LLC held 903 shares of ExxonMobil worth $153K as of Q1 2026.
Red Tortoise LLC bought 1 ExxonMobil share in Q1 2026, an estimated $146.
ExxonMobil made up 0.06% of Red Tortoise LLC's portfolio in Q1 2026, its #99 holding.
Red Tortoise LLC first reported a position in ExxonMobil in Q3 2021 and has held it in 15 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.