REDW Wealth’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $475K | Buy |
2,799
+33
| +1% | +$4.82K | 0.19% | 65 |
|
|
2025
Q4 | $333K | Sell |
2,766
-411
| -13% | -$47.7K | 0.13% | 77 |
|
|
2025
Q3 | $358K | Sell |
3,177
-44
| -1% | -$4.89K | 0.14% | 76 |
|
|
2025
Q2 | $347K | Buy |
3,221
+46
| +1% | +$4.92K | 0.14% | 72 |
|
|
2025
Q1 | $378K | Buy |
3,175
+106
| +3% | +$11.7K | 0.14% | 67 |
|
|
2024
Q4 | $330K | Sell |
3,069
-626
| -17% | -$73.2K | 0.11% | 73 |
|
|
2024
Q3 | $433K | Sell |
3,695
-60
| -2% | -$6.93K | 0.11% | 101 |
|
|
2024
Q2 | $432K | Sell |
3,755
-1,606
| -30% | -$187K | 0.11% | 99 |
|
|
2024
Q1 | $623K | Sell |
5,361
-798
| -13% | -$83.5K | 0.17% | 73 |
|
|
2023
Q4 | $616K | Sell |
6,159
-142
| -2% | -$14.9K | 0.18% | 68 |
|
|
2023
Q3 | $741K | Buy |
6,301
+6
| +0.1% | +$658 | 0.23% | 61 |
|
|
2023
Q2 | $675K | Sell |
6,295
-91
| -1% | -$9.93K | 0.2% | 64 |
|
|
2023
Q1 | $700K | Sell |
6,386
-294
| -4% | -$32.5K | 0.22% | 62 |
|
|
2022
Q4 | $737K | Sell |
6,680
-87
| -1% | -$9.32K | 0.25% | 52 |
|
|
2022
Q3 | $591K | Buy |
6,767
+676
| +11% | +$61.7K | 0.23% | 58 |
|
|
2022
Q2 | $522K | Buy |
6,091
+256
| +4% | +$23.1K | 0.19% | 61 |
|
|
2022
Q1 | $482K | Buy |
5,835
+907
| +18% | +$70.5K | 0.14% | 67 |
|
|
2021
Q4 | $302K | Buy |
4,928
+9
| +0.2% | +$562 | 0.09% | 89 |
|
|
2021
Q3 | $289K | Buy |
4,919
+10
| +0.2% | +$570 | 0.09% | 87 |
|
|
2021
Q2 | $310K | Buy |
4,909
+321
| +7% | +$19.2K | 0.1% | 83 |
|
|
2021
Q1 | $256K | Buy |
+4,588
| New | +$241K | 0.09% | 89 |
|
|
2020
Q3 | – | Sell |
-4,649
| Closed | -$208K | – | 93 |
|
|
2020
Q2 | $208K | Buy |
+4,649
| New | +$209K | 0.1% | 81 |
|
|
2020
Q1 | – | Sell |
-3,245
| Closed | -$226K | – | 85 |
|
|
2019
Q4 | $226K | Sell |
3,245
-1,026
| -24% | -$70.9K | 0.13% | 73 |
|
|
2019
Q3 | $302K | Sell |
4,271
-1,147
| -21% | -$82.9K | 0.18% | 59 |
|
|
2019
Q2 | $415K | Sell |
5,418
-803
| -13% | -$62.2K | 0.25% | 48 |
|
|
2019
Q1 | $503K | Buy |
6,221
+52
| +0.8% | +$3.96K | 0.31% | 32 |
|
|
2018
Q4 | $421K | Sell |
6,169
-368
| -6% | -$28.9K | 0.29% | 34 |
|
|
2018
Q3 | $556K | Sell |
6,537
-1,015
| -13% | -$83K | 0.37% | 30 |
|
|
2018
Q2 | $625K | Buy |
7,552
+167
| +2% | +$13.3K | 0.45% | 26 |
|
|
2018
Q1 | $551K | Sell |
7,385
-548
| -7% | -$43.8K | 0.41% | 27 |
|
|
2017
Q4 | $664K | Sell |
7,933
-471
| -6% | -$39K | 0.52% | 23 |
|
|
2017
Q3 | $689K | Sell |
8,404
-160
| -2% | -$12.7K | 0.57% | 21 |
|
|
2017
Q2 | $691K | Hold |
8,564
| – | – | 0.68% | 18 |
|
|
2017
Q1 | $702K | Sell |
8,564
-96
| -1% | -$8.02K | 0.71% | 19 |
|
|
2016
Q4 | $782K | Buy |
+8,660
| New | +$757K | 0.88% | 19 |
|
Other funds holding XOM
VCM
VPM
REDW Wealth's XOM Position: Q1 2026 in Review
REDW Wealth increased its ExxonMobil (XOM) stake by 1.2% in Q1 2026, buying an estimated $4.82K and bringing the position to 2,799 shares worth $475K. The position accounts for 0.19% of the portfolio, ranked #65.
REDW Wealth first reported a position in XOM in Q4 2016 and has held it in 35 quarters since. The position peaked at $782K in Q4 2016. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- REDW Wealth held 2,799 shares of ExxonMobil worth $475K as of Q1 2026.
- REDW Wealth bought 33 ExxonMobil shares in Q1 2026, an estimated $4.82K.
- ExxonMobil made up 0.19% of REDW Wealth's portfolio in Q1 2026, its #65 holding.
- REDW Wealth first reported a position in ExxonMobil in Q4 2016 and has held it in 35 quarters since.
- REDW Wealth's ExxonMobil position peaked at $782K in Q4 2016.
- 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.