RIA Advisory Group’s ExxonMobil XOM Stock Holding History

RIA Advisory Group’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	$629K	Sell	4,602 -490	-10%	-$73.3K	0.14%	86
2026 Q1	$864K	Sell	5,092 -3,529	-41%	-$515K	0.21%	69
2025 Q4	$1.04M	Sell	8,621 -560	-6%	-$65K	0.25%	64
2025 Q3	$1.04M	Sell	9,181 -502	-5%	-$55.8K	0.27%	59
2025 Q2	$1.04M	Sell	9,683 -519	-5%	-$55.5K	0.31%	51
2025 Q1	$1.21M	Sell	10,202 -145	-1%	-$16K	0.39%	46
2024 Q4	$1.11M	Sell	10,347 -565	-5%	-$66.1K	0.38%	43
2024 Q3	$1.28M	Buy	+10,912	New	+$1.26M	0.45%	34
2024 Q1	$1.33M	Buy	+11,459	New	+$1.2M	0.54%	29
2023 Q4	–	Sell	-16,410	Closed	-$1.93M	–	204
2023 Q3	$1.93M	Buy	16,410 +1,117	+7%	+$123K	0.86%	13
2023 Q2	$1.64M	Sell	15,293 -987	-6%	-$108K	0.71%	17
2023 Q1	$1.79M	Buy	16,280 +1,815	+13%	+$201K	0.82%	16
2022 Q4	$1.49M	Buy	+14,465	New	+$1.55M	0.87%	17

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

RIA Advisory Group's XOM Position: Q2 2026 in Review

RIA Advisory Group reduced its ExxonMobil (XOM) stake by 9.6% in Q2 2026, selling an estimated $73.3K and leaving 4,602 shares worth $629K. The position accounts for 0.14% of the portfolio, ranked #86.

RIA Advisory Group first reported a position in XOM in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.93M in Q3 2023. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

RIA Advisory Group held 4,602 shares of ExxonMobil worth $629K as of Q2 2026.
RIA Advisory Group sold 490 ExxonMobil shares in Q2 2026, an estimated $73.3K.
ExxonMobil made up 0.14% of RIA Advisory Group's portfolio in Q2 2026, its #86 holding.
RIA Advisory Group first reported a position in ExxonMobil in Q4 2022 and has held it in 13 quarters since.
RIA Advisory Group's ExxonMobil position peaked at $1.93M in Q3 2023.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.