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 Q2	$204K	Sell	1,490 -67	-4%	-$10K	0.08%	155
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 $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 Guys Formula's XOM Position: Q2 2026 in Review

Retirement Guys Formula reduced its ExxonMobil (XOM) stake by 4.3% in Q2 2026, selling an estimated $10K and leaving 1,490 shares worth $204K. The position accounts for 0.08% of the portfolio, ranked #155.

Retirement Guys Formula first reported a position in XOM in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.2M in Q1 2025. 4,268 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Retirement Guys Formula held 1,490 shares of ExxonMobil worth $204K as of Q2 2026.
Retirement Guys Formula sold 67 ExxonMobil shares in Q2 2026, an estimated $10K.
ExxonMobil made up 0.08% of Retirement Guys Formula's portfolio in Q2 2026, its #155 holding.
Retirement Guys Formula first reported a position in ExxonMobil in Q3 2023 and has held it in 11 quarters since.
Retirement Guys Formula's ExxonMobil position peaked at $1.2M in Q1 2025.
4,268 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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