Ridgewood Investments’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $684K | Sell |
5,006
-2,102
| -30% | -$315K | 0.26% | 123 |
|
|
2026
Q1 | $1.21M | Buy |
+7,108
| New | +$1.04M | 0.49% | 59 |
|
|
2025
Q3 | $1.63M | Buy |
14,486
+1,129
| +8% | +$126K | 0.69% | 39 |
|
|
2025
Q2 | $1.44M | Buy |
13,357
+7,580
| +131% | +$810K | 0.62% | 45 |
|
|
2025
Q1 | $687K | Buy |
5,777
+1,775
| +44% | +$196K | 0.32% | 92 |
|
|
2024
Q4 | $431K | Buy |
4,002
+1,148
| +40% | +$134K | 0.21% | 121 |
|
|
2024
Q3 | $335K | Sell |
2,854
-2
| -0.1% | -$231 | 0.17% | 132 |
|
|
2024
Q2 | $329K | Sell |
2,856
-413
| -13% | -$48.1K | 0.16% | 140 |
|
|
2024
Q1 | $380K | Buy |
3,269
+276
| +9% | +$28.9K | 0.2% | 136 |
|
|
2023
Q4 | $299K | Buy |
2,993
+1,022
| +52% | +$107K | 0.18% | 143 |
|
|
2023
Q3 | $232K | Sell |
1,971
-100
| -5% | -$11K | 0.15% | 145 |
|
|
2023
Q2 | $222K | Buy |
2,071
+100
| +5% | +$10.9K | 0.13% | 160 |
|
|
2023
Q1 | $216K | Sell |
1,971
-11
| -0.6% | -$1.22K | 0.13% | 164 |
|
|
2022
Q4 | $219K | Buy |
+1,982
| New | +$212K | 0.16% | 169 |
|
|
2022
Q1 | – | Sell |
-5,087
| Closed | -$311K | – | 219 |
|
|
2021
Q4 | $311K | Hold |
5,087
| – | – | 0.2% | 143 |
|
|
2021
Q3 | $299K | Sell |
5,087
-788
| -13% | -$44.9K | 0.2% | 141 |
|
|
2021
Q2 | $371K | Buy |
5,875
+691
| +13% | +$41.3K | 0.24% | 131 |
|
|
2021
Q1 | $289K | Sell |
5,184
-6,318
| -55% | -$331K | 0.18% | 153 |
|
|
2020
Q4 | $395K | Hold |
11,502
| – | – | 0.31% | 105 |
|
|
2020
Q3 | $395K | Sell |
11,502
-693
| -6% | -$28.3K | 0.31% | 106 |
|
|
2020
Q2 | $545K | Sell |
12,195
-350
| -3% | -$15.7K | 0.45% | 74 |
|
|
2020
Q1 | $476K | Buy |
12,545
+6,121
| +95% | +$338K | 0.48% | 65 |
|
|
2019
Q4 | $448K | Buy |
6,424
+1,336
| +26% | +$92.4K | 0.32% | 98 |
|
|
2019
Q3 | $359K | Sell |
5,088
-75
| -1% | -$5.42K | 0.28% | 111 |
|
|
2019
Q2 | $396K | Hold |
5,163
| – | – | 0.31% | 108 |
|
|
2019
Q1 | $417K | Sell |
5,163
-569
| -10% | -$43.4K | 0.34% | 91 |
|
|
2018
Q4 | $487K | Hold |
5,732
| – | – | 0.39% | 71 |
|
|
2018
Q3 | $487K | Buy |
5,732
+360
| +7% | +$29.4K | 0.39% | 71 |
|
|
2018
Q2 | $444K | Sell |
5,372
-74
| -1% | -$5.9K | 0.4% | 73 |
|
|
2018
Q1 | $406K | Sell |
5,446
-38
| -0.7% | -$3.04K | 0.37% | 79 |
|
|
2017
Q4 | $459K | Sell |
5,484
-85
| -2% | -$7.03K | 0.41% | 76 |
|
|
2017
Q3 | $457K | Sell |
5,569
-168
| -3% | -$13.3K | 0.44% | 65 |
|
|
2017
Q2 | $463K | Sell |
5,737
-10
| -0.2% | -$818 | 0.46% | 58 |
|
|
2017
Q1 | $471K | Buy |
5,747
+85
| +2% | +$7.1K | 0.51% | 53 |
|
|
2016
Q4 | $511K | Buy |
+5,662
| New | +$495K | 0.6% | 48 |
|
Other funds holding XOM
Ridgewood Investments's XOM Position: Q2 2026 in Review
Ridgewood Investments reduced its ExxonMobil (XOM) stake by 30% in Q2 2026, selling an estimated $315K and leaving 5,006 shares worth $684K. The position accounts for 0.26% of the portfolio, ranked #123.
Ridgewood Investments first reported a position in XOM in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.63M in Q3 2025. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Ridgewood Investments held 5,006 shares of ExxonMobil worth $684K as of Q2 2026.
- Ridgewood Investments sold 2,102 ExxonMobil shares in Q2 2026, an estimated $315K.
- ExxonMobil made up 0.26% of Ridgewood Investments's portfolio in Q2 2026, its #123 holding.
- Ridgewood Investments first reported a position in ExxonMobil in Q4 2016 and has held it in 35 quarters since.
- Ridgewood Investments's ExxonMobil position peaked at $1.63M in Q3 2025.
- 2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.