Richards, Merrill & Peterson’s ExxonMobil XOM Stock Holding History

Richards, Merrill & Peterson’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	$2.16M	Sell	15,821 -1,405	-8%	-$210K	0.69%	36
2026 Q1	$2.92M	Sell	17,226 -1,949	-10%	-$284K	1.07%	20
2025 Q4	$2.31M	Buy	19,175 +4,564	+31%	+$529K	0.88%	26
2025 Q3	$1.65M	Buy	14,611 +562	+4%	+$62.5K	0.71%	32
2025 Q2	$1.51M	Buy	14,049 +543	+4%	+$58K	0.72%	34
2025 Q1	$1.61M	Buy	13,506 +492	+4%	+$54.4K	0.84%	25
2024 Q4	$1.4M	Buy	+13,014	New	+$1.52M	0.73%	33

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Richards, Merrill & Peterson's XOM Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its ExxonMobil (XOM) stake by 8.2% in Q2 2026, selling an estimated $210K and leaving 15,821 shares worth $2.16M. The position accounts for 0.69% of the portfolio, ranked #36.

Richards, Merrill & Peterson first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.92M in Q1 2026. 1,755 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Richards, Merrill & Peterson held 15,821 shares of ExxonMobil worth $2.16M as of Q2 2026.
Richards, Merrill & Peterson sold 1,405 ExxonMobil shares in Q2 2026, an estimated $210K.
ExxonMobil made up 0.69% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #36 holding.
Richards, Merrill & Peterson first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's ExxonMobil position peaked at $2.92M in Q1 2026.
1,755 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.