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 Q2	$837K	Sell	6,124 -62	-1%	-$9.28K	0.46%	62
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 $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

Redwood Financial Network's XOM Position: Q2 2026 in Review

Redwood Financial Network reduced its ExxonMobil (XOM) stake by 1% in Q2 2026, selling an estimated $9.28K and leaving 6,124 shares worth $837K. The position accounts for 0.46% of the portfolio, ranked #62.

Redwood Financial Network first reported a position in XOM in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.05M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Redwood Financial Network held 6,124 shares of ExxonMobil worth $837K as of Q2 2026.
Redwood Financial Network sold 62 ExxonMobil shares in Q2 2026, an estimated $9.28K.
ExxonMobil made up 0.46% of Redwood Financial Network's portfolio in Q2 2026, its #62 holding.
Redwood Financial Network first reported a position in ExxonMobil in Q1 2022 and has held it in 18 quarters since.
Redwood Financial Network's ExxonMobil position peaked at $1.05M in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.