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River Wealth Advisors’s ExxonMobil XOM Stock Holding History

River Wealth 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
Q1 		$5.25M Sell
30,957
-3,340
-10% -$487K 0.6% 42
2025
Q4 		$4.13M Buy
34,297
+806
+2% +$93.5K 0.46% 51
2025
Q3 		$3.78M Sell
33,491
-1,419
-4% -$158K 0.44% 54
2025
Q2 		$3.76M Buy
34,910
+774
+2% +$82.7K 0.47% 52
2025
Q1 		$4.06M Buy
34,136
+1,664
+5% +$184K 0.56% 46
2024
Q4 		$3.49M Buy
32,472
+2,421
+8% +$283K 0.46% 55
2024
Q3 		$3.52M Buy
30,051
+2,303
+8% +$266K 0.47% 58
2024
Q2 		$3.19M Buy
27,748
+3,492
+14% +$407K 0.46% 61
2024
Q1 		$2.82M Buy
24,256
+3,950
+19% +$413K 0.41% 65
2023
Q4 		$2.03M Buy
20,306
+3,874
+24% +$407K 0.32% 76
2023
Q3 		$1.93M Buy
16,432
+376
+2% +$41.2K 0.35% 76
2023
Q2 		$1.72M Buy
16,056
+2,130
+15% +$232K 0.29% 86
2023
Q1 		$1.53M Buy
13,926
+2,895
+26% +$320K 0.28% 90
2022
Q4 		$1.22M Buy
11,031
+294
+3% +$31.5K 0.23% 103
2022
Q3 		$937K Sell
10,737
-769
-7% -$70.2K 0.2% 111
2022
Q2 		$985K Buy
11,506
+1,199
+12% +$108K 0.18% 118
2022
Q1 		$851K Sell
10,307
-306
-3% -$23.8K 0.14% 125
2021
Q4 		$649K Buy
10,613
+77
+0.7% +$4.81K 0.1% 138
2021
Q3 		$620K Sell
10,536
-72
-0.7% -$4.1K 0.11% 135
2021
Q2 		$669K Sell
10,608
-4,840
-31% -$289K 0.12% 130
2021
Q1 		$862K Buy
15,448
+318
+2% +$16.7K 0.16% 114
2020
Q4 		$624K Buy
15,130
+144
+1% +$5.4K 0.13% 128
2020
Q3 		$514K Buy
14,986
+2,138
+17% +$87.4K 0.13% 131
2020
Q2 		$575K Sell
12,848
-808
-6% -$36.2K 0.17% 114
2020
Q1 		$519K Buy
13,656
+1,536
+13% +$84.8K 0.21% 103
2019
Q4 		$846K Buy
12,120
+413
+4% +$28.6K 0.29% 88
2019
Q3 		$827K Sell
11,707
-112
-0.9% -$8.1K 0.31% 85
2019
Q2 		$906K Buy
11,819
+190
+2% +$14.7K 0.35% 80
2019
Q1 		$940K Sell
11,629
-374
-3% -$28.5K 0.39% 78
2018
Q4 		$819K Sell
12,003
-2,142
-15% -$168K 0.36% 79
2018
Q3 		$1.2M Sell
14,145
-1,487
-10% -$122K 0.44% 76
2018
Q2 		$1.29M Sell
15,632
-211
-1% -$16.8K 0.5% 68
2018
Q1 		$1.18M Sell
15,843
-647
-4% -$51.7K 0.5% 72
2017
Q4 		$1.38M Sell
16,490
-668
-4% -$55.2K 0.57% 65
2017
Q3 		$1.41M Buy
17,158
+93
+0.5% +$7.38K 0.64% 61
2017
Q2 		$1.38M Buy
17,065
+3,613
+27% +$296K 0.64% 61
2017
Q1 		$1.1M Sell
13,452
-203
-1% -$17K 0.54% 70
2016
Q4 		$1.23M Buy
13,655
+167
+1% +$14.6K 0.62% 63
2016
Q3 		$1.18M Buy
13,488
+128
+1% +$11.4K 0.65% 60
2016
Q2 		$1.25M Sell
13,360
-155
-1% -$13.7K 0.72% 52
2016
Q1 		$1.13M Buy
13,515
+939
+7% +$75.2K 0.68% 56
2015
Q4 		$980K Buy
12,576
+1,867
+17% +$149K 0.62% 61
2015
Q3 		$796K Sell
10,709
-50
-0.5% -$3.85K 0.55% 67
2015
Q2 		$895K Buy
10,759
+14
+0.1% +$1.2K 0.57% 65
2015
Q1 		$913K Buy
+10,745
New +$953K 0.57% 66

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

River Wealth Advisors's XOM Position: Q1 2026 in Review

River Wealth Advisors reduced its ExxonMobil (XOM) stake by 9.7% in Q1 2026, selling an estimated $487K and leaving 30,957 shares worth $5.25M. The position accounts for 0.6% of the portfolio, ranked #42.

River Wealth Advisors first reported a position in XOM in Q1 2015 and has held it in 45 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • River Wealth Advisors held 30,957 shares of ExxonMobil worth $5.25M as of Q1 2026.
  • River Wealth Advisors sold 3,340 ExxonMobil shares in Q1 2026, an estimated $487K.
  • ExxonMobil made up 0.6% of River Wealth Advisors's portfolio in Q1 2026, its #42 holding.
  • River Wealth Advisors first reported a position in ExxonMobil in Q1 2015 and has held it in 45 quarters since.
  • 4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.