Red Wave Investments’s ExxonMobil XOM Stock Holding History

Red Wave Investments’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	$1.36M	Sell	9,977 -100	-1%	-$15K	0.35%	45
2026 Q1	$1.71M	Hold	10,077	–	–	0.51%	38
2025 Q4	$1.21M	Sell	10,077 -2	-0%	-$232	0.36%	42
2025 Q3	$1.14M	Hold	10,079	–	–	0.35%	42
2025 Q2	$1.09M	Buy	10,079 +106	+1%	+$11.3K	0.36%	42
2025 Q1	$1.19M	Hold	9,973	–	–	0.43%	38
2024 Q4	$1.07M	Hold	9,973	–	–	0.38%	40
2024 Q3	$1.17M	Hold	9,973	–	–	0.41%	37
2024 Q2	$1.15M	Buy	9,973 +126	+1%	+$14.7K	0.42%	38
2024 Q1	$1.14M	Sell	9,847 -1	-0%	-$105	0.43%	39
2023 Q4	$985K	Hold	9,848	–	–	0.39%	40
2023 Q3	$1.16M	Hold	9,848	–	–	0.49%	38
2023 Q2	$1.06M	Sell	9,848 -3	-0%	-$327	0.43%	41
2023 Q1	$1.08M	Sell	9,851 -163	-2%	-$18K	0.45%	36
2022 Q4	$1.1M	Hold	10,014	–	–	0.47%	36
2022 Q3	$874K	Buy	10,014 +172	+2%	+$15.7K	0.38%	40
2022 Q2	$843K	Hold	9,842	–	–	0.35%	40
2022 Q1	$813K	Buy	9,842 +19	+0.2%	+$1.48K	0.29%	44
2021 Q4	$601K	Sell	9,823 -326	-3%	-$20.4K	0.2%	46
2021 Q3	$597K	Sell	10,149 -2	-0%	-$114	0.22%	44
2021 Q2	$640K	Sell	10,151 -358	-3%	-$21.4K	0.24%	40
2021 Q1	$587K	Buy	10,509 +113	+1%	+$5.92K	0.24%	40
2020 Q4	$429K	Buy	+10,396	New	+$390K	0.19%	46

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Red Wave Investments's XOM Position: Q2 2026 in Review

Red Wave Investments reduced its ExxonMobil (XOM) stake by 0.99% in Q2 2026, selling an estimated $15K and leaving 9,977 shares worth $1.36M. The position accounts for 0.35% of the portfolio, ranked #45.

Red Wave Investments first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.71M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Red Wave Investments held 9,977 shares of ExxonMobil worth $1.36M as of Q2 2026.
Red Wave Investments sold 100 ExxonMobil shares in Q2 2026, an estimated $15K.
ExxonMobil made up 0.35% of Red Wave Investments's portfolio in Q2 2026, its #45 holding.
Red Wave Investments first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
Red Wave Investments's ExxonMobil position peaked at $1.71M in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Red Wave Investments's 13F filing for Q2 2026, filed 6 Aug 2026.