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 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 $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

Richardson Financial Services's XOM Position: Q1 2026 in Review

Richardson Financial Services increased its ExxonMobil (XOM) stake by 2.1% in Q1 2026, buying an estimated $4.67K and bringing the position to 1,554 shares worth $264K. The position accounts for 0.16% of the portfolio, ranked #129.

Richardson Financial Services first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. The position peaked at $632K in Q1 2025. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Richardson Financial Services held 1,554 shares of ExxonMobil worth $264K as of Q1 2026.
Richardson Financial Services bought 32 ExxonMobil shares in Q1 2026, an estimated $4.67K.
ExxonMobil made up 0.16% of Richardson Financial Services's portfolio in Q1 2026, its #129 holding.
Richardson Financial Services first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's ExxonMobil position peaked at $632K in Q1 2025.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.