RFG Advisory’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.92M Sell
65,247
-2,912
-4% -$436K 0.14% 100
2026
Q1
$11.6M Sell
68,159
-2,361
-3% -$345K 0.21% 77
2025
Q4
$8.49M Buy
70,520
+488
+0.7% +$56.6K 0.16% 101
2025
Q3
$7.9M Sell
70,032
-3,509
-5% -$390K 0.16% 104
2025
Q2
$7.93M Sell
73,541
-195
-0.3% -$20.8K 0.19% 89
2025
Q1
$8.77M Sell
73,736
-2,231
-3% -$247K 0.24% 69
2024
Q4
$8.17M Buy
75,967
+2,695
+4% +$315K 0.23% 75
2024
Q3
$8.59M Buy
73,272
+1,310
+2% +$151K 0.26% 62
2024
Q2
$8.28M Buy
71,962
+1,304
+2% +$152K 0.27% 60
2024
Q1
$8.21M Buy
70,658
+1,893
+3% +$198K 0.28% 61
2023
Q4
$6.88M Buy
68,765
+600
+0.9% +$63.1K 0.27% 66
2023
Q3
$8.01M Buy
68,165
+2,916
+4% +$320K 0.36% 48
2023
Q2
$7M Sell
65,249
-1,381
-2% -$151K 0.31% 52
2023
Q1
$7.31M Buy
66,630
+3,811
+6% +$422K 0.36% 51
2022
Q4
$7.03M Buy
62,819
+6,806
+12% +$729K 0.35% 48
2022
Q3
$6.38M Buy
56,013
+3,935
+8% +$359K 0.36% 46
2022
Q2
$4.61M Buy
52,078
+3,772
+8% +$340K 0.27% 67
2022
Q1
$3.99M Sell
48,306
-2,284
-5% -$178K 0.25% 63
2021
Q4
$3.1M Buy
50,590
+4
+0% +$250 0.21% 70
2021
Q3
$2.98M Sell
50,586
-7,772
-13% -$443K 0.24% 65
2021
Q2
$3.68M Buy
58,358
+7,029
+14% +$420K 0.33% 49
2021
Q1
$2.87M Sell
51,329
-4,498
-8% -$236K 0.31% 57
2020
Q4
$2.54M Sell
55,827
-1,418
-2% -$53.2K 0.33% 61
2020
Q3
$1.97M Sell
57,245
-5,098
-8% -$208K 0.28% 78
2020
Q2
$2.79M Sell
62,343
-494
-0.8% -$22.2K 0.43% 42
2020
Q1
$2.39M Buy
62,837
+24,713
+65% +$1.36M 0.45% 44
2019
Q4
$2.66M Buy
38,124
+4,194
+12% +$290K 0.45% 41
2019
Q3
$2.4M Buy
33,930
+4,879
+17% +$353K 0.48% 44
2019
Q2
$2.23M Buy
29,051
+9,326
+47% +$722K 0.51% 41
2019
Q1
$1.59M Sell
19,725
-2,709
-12% -$207K 0.41% 53
2018
Q4
$1.53M Buy
22,434
+2,779
+14% +$218K 0.38% 47
2018
Q3
$1.91M Buy
19,655
+3,862
+24% +$316K 0.5% 43
2018
Q2
$1.31M Buy
15,793
+2,012
+15% +$160K 0.39% 46
2018
Q1
$1.03M Buy
13,781
+559
+4% +$44.7K 0.38% 45
2017
Q4
$1.15M Buy
13,222
+6,183
+88% +$511K 0.53% 41
2017
Q3
$577K Sell
7,039
-444
-6% -$35.3K 0.36% 58
2017
Q2
$600K Buy
7,483
+143
+2% +$11.7K 0.41% 46
2017
Q1
$606K Buy
7,340
+2,255
+44% +$188K 0.46% 51
2016
Q4
$439K Hold
5,085
0.42% 48
2016
Q3
$438K Sell
5,085
-180
-3% -$16K 0.4% 49
2016
Q2
$494K Buy
5,265
+24
+0.5% +$2.12K 0.43% 44
2016
Q1
$438K Buy
+5,241
New +$420K 0.34% 50
2015
Q4
Sell
-4,442
Closed -$330K 74
2015
Q3
$330K Sell
4,442
-5,496
-55% -$423K 1.06% 27
2015
Q2
$827K Buy
+9,938
New +$854K 0.37% 49

Other funds holding XOM

RFG Advisory's XOM Position: Q2 2026 in Review

RFG Advisory reduced its ExxonMobil (XOM) stake by 4.3% in Q2 2026, selling an estimated $436K and leaving 65,247 shares worth $8.92M. The position accounts for 0.14% of the portfolio, ranked #100.

RFG Advisory first reported a position in XOM in Q2 2015 and has held it in 44 quarters since. The position peaked at $11.6M in Q1 2026. 4,239 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • RFG Advisory held 65,247 shares of ExxonMobil worth $8.92M as of Q2 2026.
  • RFG Advisory sold 2,912 ExxonMobil shares in Q2 2026, an estimated $436K.
  • ExxonMobil made up 0.14% of RFG Advisory's portfolio in Q2 2026, its #100 holding.
  • RFG Advisory first reported a position in ExxonMobil in Q2 2015 and has held it in 44 quarters since.
  • RFG Advisory's ExxonMobil position peaked at $11.6M in Q1 2026.
  • 4,239 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.