Retirement Financial Solutions’s ExxonMobil XOM Stock Holding History

Retirement Financial Solutions’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	$314K	Buy	+1,850	New	+$270K	0.09%	46
2025 Q1	–	Sell	-3,429	Closed	-$369K	–	47
2024 Q4	$369K	Buy	3,429 +46	+1%	+$5.38K	0.2%	33
2024 Q3	$396K	Sell	3,383 -186	-5%	-$21.5K	0.17%	35
2024 Q2	$411K	Buy	3,569 +30	+0.8%	+$3.49K	0.19%	35
2024 Q1	$411K	Buy	3,539 +17	+0.5%	+$1.78K	0.21%	34
2023 Q4	$352K	Buy	+3,522	New	+$370K	0.2%	39
2023 Q3	–	Sell	-2,416	Closed	-$259K	–	46
2023 Q2	$259K	Sell	2,416 -911	-27%	-$99.4K	0.18%	29
2023 Q1	$365K	Hold	3,327	–	–	0.29%	26
2022 Q4	$367K	Buy	+3,327	New	+$356K	0.31%	23

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

Retirement Financial Solutions's XOM Position: Q1 2026 in Review

Retirement Financial Solutions opened a new position in ExxonMobil (XOM) in Q1 2026: 1,850 shares worth $314K. The stake represents 0.09% of the portfolio and ranks #46 among its holdings. This is a return to the name: Retirement Financial Solutions previously reported a position in XOM as recently as Q4 2024.

Retirement Financial Solutions first reported a position in XOM in Q4 2022 and has held it in 9 quarters since. The position peaked at $411K in Q1 2024. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Retirement Financial Solutions held 1,850 shares of ExxonMobil worth $314K as of Q1 2026.
ExxonMobil was a new Retirement Financial Solutions position in Q1 2026.
ExxonMobil made up 0.09% of Retirement Financial Solutions's portfolio in Q1 2026, its #46 holding.
Retirement Financial Solutions first reported a position in ExxonMobil in Q4 2022 and has held it in 9 quarters since.
Retirement Financial Solutions's ExxonMobil position peaked at $411K in Q1 2024.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Retirement Financial Solutions's 13F filing for Q1 2026, filed 28 Apr 2026.