Redwood Financial Network’s ExxonMobil XOM Stock Holding History

Redwood Financial Network’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	$1.05M	Buy	6,186 +8	+0.1%	+$1.17K	0.69%	40
2025 Q4	$743K	Buy	6,178 +589	+11%	+$68.3K	0.47%	59
2025 Q3	$630K	Buy	5,589 +314	+6%	+$34.9K	0.4%	71
2025 Q2	$569K	Buy	5,275 +32	+0.6%	+$3.42K	0.38%	77
2025 Q1	$624K	Hold	5,243	–	–	0.47%	60
2024 Q4	$564K	Buy	5,243 +9	+0.2%	+$1.05K	0.42%	73
2024 Q3	$614K	Sell	5,234 -26	-0.5%	-$3K	0.48%	60
2024 Q2	$606K	Buy	5,260 +138	+3%	+$16.1K	0.51%	59
2024 Q1	$595K	Buy	5,122 +231	+5%	+$24.2K	0.52%	57
2023 Q4	$489K	Sell	4,891 -230	-4%	-$24.2K	0.47%	74
2023 Q3	$602K	Sell	5,121 -276	-5%	-$30.3K	0.64%	51
2023 Q2	$579K	Buy	5,397 +264	+5%	+$28.8K	0.54%	61
2023 Q1	$563K	Sell	5,133 -38	-0.7%	-$4.2K	0.57%	59
2022 Q4	$570K	Buy	5,171 +72	+1%	+$7.71K	0.65%	52
2022 Q3	$445K	Sell	5,099 -16	-0.3%	-$1.46K	0.51%	68
2022 Q2	$438K	Buy	5,115 +593	+13%	+$53.5K	0.48%	71
2022 Q1	$373K	Buy	+4,522	New	+$352K	0.35%	94

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

Redwood Financial Network's XOM Position: Q1 2026 in Review

Redwood Financial Network increased its ExxonMobil (XOM) stake by 0.13% in Q1 2026, buying an estimated $1.17K and bringing the position to 6,186 shares worth $1.05M. The position accounts for 0.69% of the portfolio, ranked #40.

Redwood Financial Network first reported a position in XOM in Q1 2022 and has held it in 17 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Redwood Financial Network held 6,186 shares of ExxonMobil worth $1.05M as of Q1 2026.
Redwood Financial Network bought 8 ExxonMobil shares in Q1 2026, an estimated $1.17K.
ExxonMobil made up 0.69% of Redwood Financial Network's portfolio in Q1 2026, its #40 holding.
Redwood Financial Network first reported a position in ExxonMobil in Q1 2022 and has held it in 17 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.