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Retirement Income Solutions’s ExxonMobil XOM Stock Holding History

Retirement Income 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 		$503K Sell
2,964
-169
-5% -$24.7K 0.09% 97
2025
Q4 		$377K Buy
3,133
+192
+7% +$22.3K 0.06% 109
2025
Q3 		$332K Hold
2,941
– – 0.06% 121
2025
Q2 		$317K Sell
2,941
-189
-6% -$20.2K 0.06% 116
2025
Q1 		$372K Hold
3,130
– – 0.08% 90
2024
Q4 		$337K Sell
3,130
-656
-17% -$76.7K 0.07% 102
2024
Q3 		$444K Sell
3,786
-1,961
-34% -$226K 0.1% 77
2024
Q2 		$662K Sell
5,747
-335
-6% -$39K 0.16% 60
2024
Q1 		$707K Hold
6,082
– – 0.16% 63
2023
Q4 		$608K Sell
6,082
-175
-3% -$18.4K 0.15% 64
2023
Q3 		$736K Hold
6,257
– – 0.21% 56
2023
Q2 		$671K Hold
6,257
– – 0.18% 61
2023
Q1 		$686K Buy
6,257
+425
+7% +$47K 0.2% 57
2022
Q4 		$643K Buy
5,832
+1,952
+50% +$209K 0.2% 55
2022
Q3 		$344K Hold
3,880
– – 0.12% 79
2022
Q2 		$332K Buy
3,880
+546
+16% +$49.2K 0.12% 81
2022
Q1 		$275K Buy
+3,334
New +$259K 0.08% 96
2021
Q3 		– Sell
-3,282
Closed -$207K – 101
2021
Q2 		$207K Buy
+3,282
New +$196K 0.07% 96
2020
Q1 		– Sell
-3,951
Closed -$276K – 80
2019
Q4 		$276K Sell
3,951
-4,363
-52% -$302K 0.11% 62
2019
Q3 		$587K Buy
8,314
+694
+9% +$50.2K 0.31% 37
2019
Q2 		$584K Sell
7,620
-146
-2% -$11.3K 0.31% 36
2019
Q1 		$627K Buy
7,766
+500
+7% +$38.1K 0.36% 29
2018
Q4 		$495K Sell
7,266
-639
-8% -$50.1K 0.32% 32
2018
Q3 		$672K Buy
7,905
+1,791
+29% +$146K 0.38% 27
2018
Q2 		$506K Sell
6,114
-1,325
-18% -$106K 0.31% 32
2018
Q1 		$555K Sell
7,439
-4,364
-37% -$349K 0.34% 26
2017
Q4 		$987K Buy
+11,803
New +$976K 0.58% 20

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Retirement Income Solutions reduced its ExxonMobil (XOM) stake by 5.4% in Q1 2026, selling an estimated $24.7K and leaving 2,964 shares worth $503K. The position accounts for 0.09% of the portfolio, ranked #97.

Retirement Income Solutions first reported a position in XOM in Q4 2017 and has held it in 27 quarters since. The position peaked at $987K in Q4 2017. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Retirement Income Solutions held 2,964 shares of ExxonMobil worth $503K as of Q1 2026.
  • Retirement Income Solutions sold 169 ExxonMobil shares in Q1 2026, an estimated $24.7K.
  • ExxonMobil made up 0.09% of Retirement Income Solutions's portfolio in Q1 2026, its #97 holding.
  • Retirement Income Solutions first reported a position in ExxonMobil in Q4 2017 and has held it in 27 quarters since.
  • Retirement Income Solutions's ExxonMobil position peaked at $987K in Q4 2017.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Retirement Income Solutions's 13F filing for Q1 2026, filed 4 May 2026.