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RFG - Bristol Wealth Advisors’s ExxonMobil XOM Stock Holding History

RFG - Bristol Wealth Advisors’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 		$3.2M Sell
23,400
-46
-0.2% -$6.88K 0.77% 30
2026
Q1 		$3.98M Sell
23,446
-756
-3% -$110K 1.07% 25
2025
Q4 		$2.91M Sell
24,202
-179
-0.7% -$20.8K 0.81% 32
2025
Q3 		$2.75M Sell
24,381
-195
-0.8% -$21.7K 0.79% 31
2025
Q2 		$2.65M Sell
24,576
-11,244
-31% -$1.2M 0.82% 32
2025
Q1 		$4.26M Sell
35,820
-293
-0.8% -$32.4K 1.43% 17
2024
Q4 		$3.88M Buy
+36,113
New +$4.22M 1.28% 20

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

RFG - Bristol Wealth Advisors's XOM Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors reduced its ExxonMobil (XOM) stake by 0.2% in Q2 2026, selling an estimated $6.88K and leaving 23,400 shares worth $3.2M. The position accounts for 0.77% of the portfolio, ranked #30.

RFG - Bristol Wealth Advisors first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.26M in Q1 2025. 4,278 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • RFG - Bristol Wealth Advisors held 23,400 shares of ExxonMobil worth $3.2M as of Q2 2026.
  • RFG - Bristol Wealth Advisors sold 46 ExxonMobil shares in Q2 2026, an estimated $6.88K.
  • ExxonMobil made up 0.77% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • RFG - Bristol Wealth Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • RFG - Bristol Wealth Advisors's ExxonMobil position peaked at $4.26M in Q1 2025.
  • 4,278 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.