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 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 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

RFG - Bristol Wealth Advisors's XOM Position: Q1 2026 in Review

RFG - Bristol Wealth Advisors reduced its ExxonMobil (XOM) stake by 3.1% in Q1 2026, selling an estimated $110K and leaving 23,446 shares worth $3.98M. The position accounts for 1.07% of the portfolio, ranked #25.

RFG - Bristol Wealth Advisors first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.26M in Q1 2025. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

RFG - Bristol Wealth Advisors held 23,446 shares of ExxonMobil worth $3.98M as of Q1 2026.
RFG - Bristol Wealth Advisors sold 756 ExxonMobil shares in Q1 2026, an estimated $110K.
ExxonMobil made up 1.07% of RFG - Bristol Wealth Advisors's portfolio in Q1 2026, its #25 holding.
RFG - Bristol Wealth Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
RFG - Bristol Wealth Advisors's ExxonMobil position peaked at $4.26M in Q1 2025.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.