Ridgecrest Wealth Partners’s ExxonMobil XOM Stock Holding History

Ridgecrest Wealth Partners’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	$1.62M	Sell	9,525 -373	-4%	-$54.4K	0.89%	26
2025 Q4	$1.19M	Sell	9,898 -7,343	-43%	-$852K	0.65%	31
2025 Q3	$1.94M	Buy	17,241 +172	+1%	+$19.1K	0.88%	24
2025 Q2	$1.84M	Buy	17,069 +1,377	+9%	+$147K	0.97%	26
2025 Q1	$1.87M	Buy	15,692 +726	+5%	+$80.3K	0.98%	24
2024 Q4	$1.61M	Sell	14,966 -1,500	-9%	-$175K	0.87%	24
2024 Q3	$1.93M	Buy	16,466 +350	+2%	+$40.4K	1.01%	22
2024 Q2	$1.86M	Buy	16,116 +46	+0.3%	+$5.36K	1.12%	20
2024 Q1	$1.87M	Hold	16,070	–	–	1.11%	19
2023 Q4	$1.61M	Buy	16,070 +400	+3%	+$42K	1.06%	19
2023 Q3	$1.84M	Hold	15,670	–	–	1.29%	18
2023 Q2	$1.68M	Hold	15,670	–	–	1.11%	20
2023 Q1	$1.72M	Hold	15,670	–	–	1.22%	20
2022 Q4	$1.73M	Hold	15,670	–	–	1.31%	21
2022 Q3	$1.37M	Hold	15,670	–	–	1.12%	21
2022 Q2	$1.34M	Sell	15,670 -252	-2%	-$22.7K	0.98%	26
2022 Q1	$1.31M	Sell	15,922 -614	-4%	-$47.7K	0.83%	32
2021 Q4	$1.01M	Buy	16,536 +1,037	+7%	+$64.8K	0.49%	46
2021 Q3	$912K	Buy	15,499 +587	+4%	+$33.5K	0.5%	47
2021 Q2	$941K	Buy	14,912 +2,766	+23%	+$165K	0.59%	45
2021 Q1	$678K	Buy	+12,146	New	+$637K	0.65%	42

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

Ridgecrest Wealth Partners's XOM Position: Q1 2026 in Review

Ridgecrest Wealth Partners reduced its ExxonMobil (XOM) stake by 3.8% in Q1 2026, selling an estimated $54.4K and leaving 9,525 shares worth $1.62M. The position accounts for 0.89% of the portfolio, ranked #26.

Ridgecrest Wealth Partners first reported a position in XOM in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.94M in Q3 2025. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Ridgecrest Wealth Partners held 9,525 shares of ExxonMobil worth $1.62M as of Q1 2026.
Ridgecrest Wealth Partners sold 373 ExxonMobil shares in Q1 2026, an estimated $54.4K.
ExxonMobil made up 0.89% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #26 holding.
Ridgecrest Wealth Partners first reported a position in ExxonMobil in Q1 2021 and has held it in 21 quarters since.
Ridgecrest Wealth Partners's ExxonMobil position peaked at $1.94M in Q3 2025.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.