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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ritholtz Wealth Management's XOM Position: Q1 2026 in Review

Ritholtz Wealth Management increased its ExxonMobil (XOM) stake by 7.5% in Q1 2026, buying an estimated $1.06M and bringing the position to 103,517 shares worth $17.6M. The position accounts for 0.3% of the portfolio, ranked #42.

Ritholtz Wealth Management first reported a position in XOM in Q4 2016 and has held it in 37 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Ritholtz Wealth Management held 103,517 shares of ExxonMobil worth $17.6M as of Q1 2026.
  • Ritholtz Wealth Management bought 7,248 ExxonMobil shares in Q1 2026, an estimated $1.06M.
  • ExxonMobil made up 0.3% of Ritholtz Wealth Management's portfolio in Q1 2026, its #42 holding.
  • Ritholtz Wealth Management first reported a position in ExxonMobil in Q4 2016 and has held it in 37 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.