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Retirement Solution’s ExxonMobil XOM Stock Holding History

Retirement Solution’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 		$517K Buy
3,780
+1,554
+70% +$233K 0.1% 38
2026
Q1 		$378K Buy
+2,226
New +$325K 0.09% 31
2024
Q4 		– Sell
-2,822
Closed -$331K – 63
2024
Q3 		$331K Buy
+2,822
New +$326K 0.08% 39

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Retirement Solution's XOM Position: Q2 2026 in Review

Retirement Solution increased its ExxonMobil (XOM) stake by 70% in Q2 2026, buying an estimated $233K and bringing the position to 3,780 shares worth $517K. The position accounts for 0.1% of the portfolio, ranked #38.

Retirement Solution first reported a position in XOM in Q3 2024 and has held it in 3 quarters since. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Retirement Solution held 3,780 shares of ExxonMobil worth $517K as of Q2 2026.
  • Retirement Solution bought 1,554 ExxonMobil shares in Q2 2026, an estimated $233K.
  • ExxonMobil made up 0.1% of Retirement Solution's portfolio in Q2 2026, its #38 holding.
  • Retirement Solution first reported a position in ExxonMobil in Q3 2024 and has held it in 3 quarters since.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Retirement Solution's 13F filing for Q2 2026, filed 11 Aug 2026.