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Ritholtz Wealth Management’s ExxonMobil XOM Stock Holding History

Ritholtz Wealth Management’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
2021
Q3 		– Sell
-2,000
Closed -$21K – 584
2021
Q2 		$21K Buy
+2,000
New +$119K ﹤0.01% 526

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 $3.38T AUM 44.17% 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

Ritholtz Wealth Management's XOM Position: Q2 2026 in Review

Ritholtz Wealth Management increased its ExxonMobil (XOM) stake by 1.6% in Q2 2026, buying an estimated $246K and bringing the position to 105,158 shares worth $14.4M. The position accounts for 0.21% of the portfolio, ranked #57.

Ritholtz Wealth Management first reported a position in XOM in Q4 2016 and has held it in 38 quarters since. The position peaked at $17.6M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Ritholtz Wealth Management held 105,158 shares of ExxonMobil worth $14.4M as of Q2 2026.
  • Ritholtz Wealth Management bought 1,641 ExxonMobil shares in Q2 2026, an estimated $246K.
  • ExxonMobil made up 0.21% of Ritholtz Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Ritholtz Wealth Management first reported a position in ExxonMobil in Q4 2016 and has held it in 38 quarters since.
  • Ritholtz Wealth Management's ExxonMobil position peaked at $17.6M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.