Retirement Guys Formula’s ExxonMobil XOM Stock Holding History

Retirement Guys Formula’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	$264K	Buy	+1,557	New	+$227K	0.12%	119
2025 Q4	–	Sell	-7,015	Closed	-$791K	–	180
2025 Q3	$791K	Sell	7,015 -4,095	-37%	-$455K	0.28%	105
2025 Q2	$1.2M	Buy	11,110 +1,005	+10%	+$107K	0.45%	76
2025 Q1	$1.2M	Buy	10,105 +2,074	+26%	+$229K	0.6%	69
2024 Q4	$864K	Buy	8,031 +1,152	+17%	+$135K	0.44%	66
2024 Q3	$806K	Buy	6,879 +374	+6%	+$43.2K	0.37%	74
2024 Q2	$749K	Sell	6,505 -243	-4%	-$28.3K	0.36%	74
2024 Q1	$784K	Sell	6,748 -3,086	-31%	-$323K	0.38%	70
2023 Q4	$983K	Buy	9,834 +1,027	+12%	+$108K	0.53%	59
2023 Q3	$1.04M	Buy	+8,807	New	+$966K	0.72%	31

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 Guys Formula's XOM Position: Q1 2026 in Review

Retirement Guys Formula opened a new position in ExxonMobil (XOM) in Q1 2026: 1,557 shares worth $264K. The stake represents 0.12% of the portfolio and ranks #119 among its holdings. This is a return to the name: Retirement Guys Formula previously reported a position in XOM as recently as Q3 2025.

Retirement Guys Formula first reported a position in XOM in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.2M in Q1 2025. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Retirement Guys Formula held 1,557 shares of ExxonMobil worth $264K as of Q1 2026.
ExxonMobil was a new Retirement Guys Formula position in Q1 2026.
ExxonMobil made up 0.12% of Retirement Guys Formula's portfolio in Q1 2026, its #119 holding.
Retirement Guys Formula first reported a position in ExxonMobil in Q3 2023 and has held it in 10 quarters since.
Retirement Guys Formula's ExxonMobil position peaked at $1.2M in Q1 2025.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.