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 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 $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 Wealth Management Group's XOM Position: Q1 2026 in Review

Redwood Wealth Management Group reduced its ExxonMobil (XOM) stake by 1.2% in Q1 2026, selling an estimated $35.9K and leaving 20,717 shares worth $3.51M. The position accounts for 1.52% of the portfolio, ranked #16.

Redwood Wealth Management Group first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Redwood Wealth Management Group held 20,717 shares of ExxonMobil worth $3.51M as of Q1 2026.
Redwood Wealth Management Group sold 246 ExxonMobil shares in Q1 2026, an estimated $35.9K.
ExxonMobil made up 1.52% of Redwood Wealth Management Group's portfolio in Q1 2026, its #16 holding.
Redwood Wealth Management Group first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.