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 Q2	–	Sell	-1,850	Closed	-$314K	–	57
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 $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

Retirement Financial Solutions's XOM Position: Q2 2026 in Review

Retirement Financial Solutions sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,850 shares — an estimated $314K sold.

Retirement Financial Solutions first reported a position in XOM in Q4 2022 and held it in 9 quarters. The position peaked at $411K in Q1 2024. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Retirement Financial Solutions reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Retirement Financial Solutions sold 1,850 ExxonMobil shares in Q2 2026, an estimated $314K.
Retirement Financial Solutions first reported a position in ExxonMobil in Q4 2022 and held it in 9 quarters.
Retirement Financial Solutions's ExxonMobil position peaked at $411K in Q1 2024.
4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Retirement Financial Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.