Richardson Financial Services’s ExxonMobil XOM Stock Holding History

Richardson Financial Services’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	$236K	Buy	1,723 +169	+11%	+$25.3K	0.13%	150
2026 Q1	$264K	Buy	1,554 +32	+2%	+$4.67K	0.16%	129
2025 Q4	$183K	Sell	1,522 -3,785	-71%	-$439K	0.06%	160
2025 Q3	$598K	Sell	5,307 -151	-3%	-$16.8K	0.37%	70
2025 Q2	$596K	Buy	5,458 +147	+3%	+$15.7K	0.4%	73
2025 Q1	$632K	Buy	5,311 +50	+1%	+$5.53K	0.48%	59
2024 Q4	$556K	Buy	5,261 +300	+6%	+$35.1K	0.39%	69
2024 Q3	$571K	Hold	4,961	–	–	0.36%	73
2024 Q2	$571K	Buy	4,961 +1,176	+31%	+$137K	0.41%	68
2024 Q1	$440K	Buy	3,785 +360	+11%	+$37.7K	0.31%	91
2023 Q4	$342K	Buy	+3,425	New	+$360K	0.3%	95

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

Richardson Financial Services's XOM Position: Q2 2026 in Review

Richardson Financial Services increased its ExxonMobil (XOM) stake by 11% in Q2 2026, buying an estimated $25.3K and bringing the position to 1,723 shares worth $236K. The position accounts for 0.13% of the portfolio, ranked #150.

Richardson Financial Services first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $632K in Q1 2025. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Richardson Financial Services held 1,723 shares of ExxonMobil worth $236K as of Q2 2026.
Richardson Financial Services bought 169 ExxonMobil shares in Q2 2026, an estimated $25.3K.
ExxonMobil made up 0.13% of Richardson Financial Services's portfolio in Q2 2026, its #150 holding.
Richardson Financial Services first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's ExxonMobil position peaked at $632K in Q1 2025.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.