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Rice Partnership’s ExxonMobil XOM Stock Holding History

Rice Partnership’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 		$932K Hold
6,819
– – 0.11% 70
2026
Q1 		$1.16M Sell
6,819
-413
-6% -$60.3K 0.16% 65
2025
Q4 		$870K Buy
7,232
+155
+2% +$18K 0.12% 66
2025
Q3 		$798K Buy
7,077
+36
+0.5% +$4K 0.11% 65
2025
Q2 		$759K Buy
7,041
+1,776
+34% +$190K 0.13% 66
2025
Q1 		$626K Sell
5,265
-3,504
-40% -$388K 0.13% 63
2024
Q4 		$943K Hold
8,769
– – 0.18% 56
2024
Q3 		$1.03M Buy
8,769
+3
+0% +$346 0.21% 54
2024
Q2 		$1.01M Sell
8,766
-1,409
-14% -$164K 0.22% 53
2024
Q1 		$1.18M Buy
10,175
+1,687
+20% +$177K 0.28% 52
2023
Q4 		$849K Sell
8,488
-1,282
-13% -$135K 0.22% 57
2023
Q3 		$1.15M Sell
9,770
-7,929
-45% -$870K 0.33% 54
2023
Q2 		$1.9M Buy
17,699
+189
+1% +$20.6K 0.52% 46
2023
Q1 		$1.92M Hold
17,510
– – 0.58% 46
2022
Q4 		$1.93M Buy
17,510
+3,515
+25% +$377K 0.61% 40
2022
Q3 		$1.22M Buy
13,995
+9,416
+206% +$860K 0.39% 51
2022
Q2 		$392K Hold
4,579
– – 0.14% 71
2022
Q1 		$378K Sell
4,579
-809
-15% -$62.9K 0.11% 77
2021
Q4 		$330K Sell
5,388
-217
-4% -$13.6K 0.09% 74
2021
Q3 		$330K Buy
+5,605
New +$319K 0.1% 73
2020
Q2 		– Sell
-11,689
Closed -$444K – 103
2020
Q1 		$444K Sell
11,689
-825
-7% -$45.6K 0.3% 48
2019
Q4 		$873K Sell
12,514
-236
-2% -$16.3K 0.48% 42
2019
Q3 		$900K Sell
12,750
-33,396
-72% -$2.41M 0.56% 41
2019
Q2 		$3.54M Sell
46,146
-215
-0.5% -$16.6K 2.38% 16
2019
Q1 		$3.75M Buy
46,361
+1,884
+4% +$144K 2.71% 16
2018
Q4 		$3.03M Sell
44,477
-2,940
-6% -$231K 2.73% 14
2018
Q3 		$4.03M Sell
47,417
-1,413
-3% -$116K 2.54% 13
2018
Q2 		$4.04M Buy
48,830
+2,310
+5% +$184K 2.66% 14
2018
Q1 		$3.47M Sell
46,520
-1,512
-3% -$121K 2.31% 14
2017
Q4 		$4.02M Buy
+48,032
New +$3.97M 2.82% 8

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Rice Partnership's XOM Position: Q2 2026 in Review

Rice Partnership held its ExxonMobil (XOM) position steady in Q2 2026 at 6,819 shares worth $932K. The position accounts for 0.11% of the portfolio, ranked #70.

Rice Partnership first reported a position in XOM in Q4 2017 and has held it in 30 quarters since. The position peaked at $4.04M in Q2 2018. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Rice Partnership held 6,819 shares of ExxonMobil worth $932K as of Q2 2026.
  • Rice Partnership left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.11% of Rice Partnership's portfolio in Q2 2026, its #70 holding.
  • Rice Partnership first reported a position in ExxonMobil in Q4 2017 and has held it in 30 quarters since.
  • Rice Partnership's ExxonMobil position peaked at $4.04M in Q2 2018.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.