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Richwood Investment Advisors’s ExxonMobil XOM Stock Holding History

Richwood Investment Advisors’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 		– Sell
-11,197
Closed -$1.9M – 109
2026
Q1 		$1.9M Buy
11,197
+55
+0.5% +$8.03K 1.46% 13
2025
Q4 		$1.66M Hold
11,142
– – 1.19% 15
2025
Q3 		$1.26M Hold
11,142
– – 0.98% 22
2025
Q2 		$1.2M Hold
11,142
– – 0.99% 22
2025
Q1 		$1.33M Buy
11,142
+52
+0.5% +$5.75K 1.13% 19
2024
Q4 		$1.19M Sell
11,090
-53
-0.5% -$6.2K 0.99% 22
2024
Q3 		$1.31M Sell
11,143
-230
-2% -$26.6K 1.08% 21
2024
Q2 		$1.31M Sell
11,373
-212
-2% -$24.7K 1.15% 20
2024
Q1 		$1.35M Buy
11,585
+271
+2% +$28.4K 1.2% 17
2023
Q4 		$1.13M Sell
11,314
-235
-2% -$24.7K 1.06% 19
2023
Q3 		$1.36M Sell
11,549
-17
-0.1% -$1.86K 1.38% 15
2023
Q2 		$1.24M Buy
11,566
+1
+0% +$109 1.21% 18
2023
Q1 		$1.27M Sell
11,565
-351
-3% -$38.8K 1.26% 17
2022
Q4 		$1.31M Buy
11,916
+1
+0% +$107 1.32% 17
2022
Q3 		$1.04M Hold
11,915
– – 1.14% 22
2022
Q2 		$1.02M Sell
11,915
-77
-0.6% -$6.95K 1.03% 23
2022
Q1 		$990K Buy
11,992
+852
+8% +$66.2K 0.88% 25
2021
Q4 		$682K Buy
+11,140
New +$696K 0.6% 40

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

Richwood Investment Advisors's XOM Position: Q2 2026 in Review

Richwood Investment Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 11,197 shares — an estimated $1.9M sold.

Richwood Investment Advisors first reported a position in XOM in Q4 2021 and held it in 18 quarters. The position peaked at $1.9M in Q1 2026. 2,003 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Richwood Investment Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Richwood Investment Advisors sold 11,197 ExxonMobil shares in Q2 2026, an estimated $1.9M.
  • Richwood Investment Advisors first reported a position in ExxonMobil in Q4 2021 and held it in 18 quarters.
  • Richwood Investment Advisors's ExxonMobil position peaked at $1.9M in Q1 2026.
  • 2,003 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.