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Retirement Wealth Solutions’s ExxonMobil XOM Stock Holding History

Retirement Wealth 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
Q3 		$87.1K Buy
535
+120
+29% +$18.8K 0.05% 87
2026
Q2 		$56.8K Hold
415
– – 0.03% 97
2026
Q1 		$70.4K Sell
415
-16
-4% -$2.33K 0.04% 78
2025
Q4 		$51.9K Hold
431
– – 0.03% 98
2025
Q3 		$48.6K Hold
431
– – 0.03% 97
2025
Q2 		$46.4K Buy
431
+1
+0.2% +$107 0.03% 96
2025
Q1 		$51.2K Hold
430
– – 0.04% 77
2024
Q4 		$45.8K Buy
+430
New +$50.3K 0.04% 89

Other funds holding XOM

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Retirement Wealth Solutions's XOM Position: Q3 2026 in Review

Retirement Wealth Solutions increased its ExxonMobil (XOM) stake by 29% in Q3 2026, buying an estimated $18.8K and bringing the position to 535 shares worth $87.1K. The position accounts for 0.05% of the portfolio, ranked #87.

Retirement Wealth Solutions first reported a position in XOM in Q4 2024 and has held it in 8 quarters since. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Retirement Wealth Solutions held 535 shares of ExxonMobil worth $87.1K as of Q3 2026.
  • Retirement Wealth Solutions bought 120 ExxonMobil shares in Q3 2026, an estimated $18.8K.
  • ExxonMobil made up 0.05% of Retirement Wealth Solutions's portfolio in Q3 2026, its #87 holding.
  • Retirement Wealth Solutions first reported a position in ExxonMobil in Q4 2024 and has held it in 8 quarters since.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.