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Rise Advisors’s ExxonMobil XOM Stock Holding History

Rise 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 		$1.45M Buy
10,582
+109
+1% +$16.3K 0.41% 24
2026
Q1 		$1.68M Buy
10,473
+49
+0.5% +$7.15K 0.59% 19
2025
Q4 		$1.25M Sell
10,424
-221
-2% -$25.6K 0.45% 22
2025
Q3 		$1.2M Buy
10,645
+215
+2% +$23.9K 0.43% 24
2025
Q2 		$1.12M Sell
10,430
-105
-1% -$11.2K 0.45% 22
2025
Q1 		$1.25M Buy
10,535
+379
+4% +$41.9K 0.55% 18
2024
Q4 		$1.09M Sell
10,156
-26
-0.3% -$3.04K 0.53% 19
2024
Q3 		$1.19M Buy
10,182
+1,837
+22% +$212K 0.57% 17
2024
Q2 		$961K Buy
8,345
+1,217
+17% +$142K 0.51% 19
2024
Q1 		$829K Buy
7,128
+657
+10% +$68.7K 0.44% 21
2023
Q4 		$647K Buy
6,471
+297
+5% +$31.2K 0.45% 20
2023
Q3 		$726K Buy
6,174
+28
+0.5% +$3.07K 0.58% 18
2023
Q2 		$659K Buy
6,146
+30
+0.5% +$3.27K 0.51% 24
2023
Q1 		$671K Buy
6,116
+30
+0.5% +$3.32K 0.51% 23
2022
Q4 		$671K Buy
6,086
+12
+0.2% +$1.29K 0.54% 24
2022
Q3 		$530K Sell
6,074
-420
-6% -$38.3K 0.44% 28
2022
Q2 		$556K Buy
6,494
+34
+0.5% +$3.07K 0.56% 28
2022
Q1 		$534K Buy
6,460
+2,970
+85% +$231K 0.48% 30
2021
Q4 		$214K Buy
+3,490
New +$218K 0.2% 62

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Rise Advisors's XOM Position: Q2 2026 in Review

Rise Advisors increased its ExxonMobil (XOM) stake by 1% in Q2 2026, buying an estimated $16.3K and bringing the position to 10,582 shares worth $1.45M. The position accounts for 0.41% of the portfolio, ranked #24.

Rise Advisors first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.68M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Rise Advisors held 10,582 shares of ExxonMobil worth $1.45M as of Q2 2026.
  • Rise Advisors bought 109 ExxonMobil shares in Q2 2026, an estimated $16.3K.
  • ExxonMobil made up 0.41% of Rise Advisors's portfolio in Q2 2026, its #24 holding.
  • Rise Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Rise Advisors's ExxonMobil position peaked at $1.68M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.