RF&L Wealth Management’s ExxonMobil XOM Stock Holding History

RF&L Wealth Management’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	–	Sell	-3,405	Closed	-$410K	–	62
2025 Q4	$410K	Hold	3,405	–	–	0.23%	56
2025 Q3	$384K	Hold	3,405	–	–	0.23%	51
2025 Q2	$367K	Hold	3,405	–	–	0.24%	49
2025 Q1	$405K	Hold	3,405	–	–	0.29%	44
2024 Q4	$366K	Sell	3,405 -1,879	-36%	-$220K	0.26%	47
2024 Q3	$619K	Sell	5,284 -1,020	-16%	-$118K	0.44%	38
2024 Q2	$726K	Hold	6,304	–	–	0.55%	36
2024 Q1	$733K	Buy	6,304 +50	+0.8%	+$5.23K	0.56%	35
2023 Q4	$625K	Hold	6,254	–	–	0.52%	34
2023 Q3	$735K	Hold	6,254	–	–	0.68%	31
2023 Q2	$671K	Hold	6,254	–	–	0.61%	32
2023 Q1	$686K	Hold	6,254	–	–	0.66%	32
2022 Q4	$690K	Buy	+6,254	New	+$670K	0.71%	32

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

RF&L Wealth Management's XOM Position: Q1 2026 in Review

RF&L Wealth Management sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 3,405 shares — an estimated $410K sold.

RF&L Wealth Management first reported a position in XOM in Q4 2022 and held it in 13 quarters. The position peaked at $735K in Q3 2023. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

RF&L Wealth Management reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
RF&L Wealth Management sold 3,405 ExxonMobil shares in Q1 2026, an estimated $410K.
RF&L Wealth Management first reported a position in ExxonMobil in Q4 2022 and held it in 13 quarters.
RF&L Wealth Management's ExxonMobil position peaked at $735K in Q3 2023.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on RF&L Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.