Redwood Wealth Management Group’s ExxonMobil XOM Stock Holding History

Redwood Wealth Management Group’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	–	Sell	-20,717	Closed	-$3.51M	–	123
2026 Q1	$3.51M	Sell	20,717 -246	-1%	-$35.9K	1.52%	16
2025 Q4	$2.52M	Sell	20,963 -256	-1%	-$29.7K	1.06%	26
2025 Q3	$2.39M	Sell	21,219 -1,667	-7%	-$185K	1.01%	25
2025 Q2	$2.47M	Sell	22,886 -441	-2%	-$47.1K	1.11%	25
2025 Q1	$2.77M	Buy	23,327 +93	+0.4%	+$10.3K	1.41%	16
2024 Q4	$2.5M	Sell	23,234 -416	-2%	-$48.7K	1.22%	20
2024 Q3	$2.77M	Sell	23,650 -585	-2%	-$67.5K	1.37%	17
2024 Q2	$2.79M	Buy	24,235 +670	+3%	+$78K	2.1%	11
2024 Q1	$2.74M	Buy	23,565 +106	+0.5%	+$11.1K	2.9%	7
2023 Q4	$2.35M	Hold	23,459	–	–	2.6%	8
2023 Q3	$2.76M	Hold	23,459	–	–	3.23%	5
2023 Q2	$2.52M	Sell	23,459 -300	-1%	-$32.7K	2.79%	7
2023 Q1	$2.61M	Hold	23,759	–	–	2.95%	6
2022 Q4	$2.62M	Buy	+23,759	New	+$2.55M	3.27%	5

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 Wealth Management Group's XOM Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 20,717 shares — an estimated $3.51M sold.

Redwood Wealth Management Group first reported a position in XOM in Q4 2022 and held it in 14 quarters. The position peaked at $3.51M in Q1 2026. 4,272 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Redwood Wealth Management Group reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 20,717 ExxonMobil shares in Q2 2026, an estimated $3.51M.
Redwood Wealth Management Group first reported a position in ExxonMobil in Q4 2022 and held it in 14 quarters.
Redwood Wealth Management Group's ExxonMobil position peaked at $3.51M in Q1 2026.
4,272 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.