Ritter Daniher Financial Advisory’s ExxonMobil XOM Stock Holding History

Ritter Daniher Financial Advisory’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	$1.34M	Sell	9,833 -21	-0.2%	-$3.14K	0.2%	59
2026 Q1	$1.67M	Sell	9,854 -51	-0.5%	-$7.44K	0.28%	40
2025 Q4	$1.19M	Buy	9,905 +51	+0.5%	+$5.92K	0.2%	61
2025 Q3	$1.11M	Buy	9,854 +2,392	+32%	+$266K	0.2%	65
2025 Q2	$804K	Buy	7,462 +1,815	+32%	+$194K	0.2%	43
2025 Q1	$672K	Sell	5,647 -815	-13%	-$90.1K	0.18%	45
2024 Q4	$695K	Buy	6,462 +79	+1%	+$9.24K	0.2%	42
2024 Q3	$748K	Sell	6,383 -344	-5%	-$39.7K	0.22%	39
2024 Q2	$774K	Sell	6,727 -381	-5%	-$44.4K	0.25%	39
2024 Q1	$826K	Buy	7,108 +264	+4%	+$27.6K	0.27%	35
2023 Q4	$684K	Buy	6,844 +25	+0.4%	+$2.63K	0.25%	36
2023 Q3	$802K	Buy	6,819 +200	+3%	+$21.9K	0.34%	27
2023 Q2	$710K	Buy	6,619 +16	+0.2%	+$1.75K	0.29%	34
2023 Q1	$724K	Buy	6,603 +100	+2%	+$11.1K	0.32%	32
2022 Q4	$717K	Sell	6,503 -100	-2%	-$10.7K	0.34%	32
2022 Q3	$577K	Hold	6,603	–	–	0.41%	31
2022 Q2	$565K	Buy	6,603 +685	+12%	+$61.8K	0.4%	29
2022 Q1	$489K	Sell	5,918 -450	-7%	-$35K	0.34%	33
2021 Q4	$390K	Sell	6,368 -544	-8%	-$34K	0.26%	36
2021 Q3	$407K	Hold	6,912	–	–	0.3%	33
2021 Q2	$436K	Hold	6,912	–	–	0.32%	30
2021 Q1	$386K	Sell	6,912 -255	-4%	-$13.4K	0.31%	33
2020 Q4	$295K	Buy	+7,167	New	+$269K	0.26%	39

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ritter Daniher Financial Advisory's XOM Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its ExxonMobil (XOM) stake by 0.21% in Q2 2026, selling an estimated $3.14K and leaving 9,833 shares worth $1.34M. The position accounts for 0.2% of the portfolio, ranked #59.

Ritter Daniher Financial Advisory first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.67M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Ritter Daniher Financial Advisory held 9,833 shares of ExxonMobil worth $1.34M as of Q2 2026.
Ritter Daniher Financial Advisory sold 21 ExxonMobil shares in Q2 2026, an estimated $3.14K.
ExxonMobil made up 0.2% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #59 holding.
Ritter Daniher Financial Advisory first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's ExxonMobil position peaked at $1.67M in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.