Riverbend Wealth Management’s ExxonMobil XOM Stock Holding History

Riverbend 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
2026 Q2	$1.08M	Buy	7,902 +1,253	+19%	+$188K	0.54%	48
2026 Q1	$1.13M	Sell	6,649 -255	-4%	-$37.2K	0.65%	42
2025 Q4	$831K	Buy	6,904 +342	+5%	+$39.7K	0.52%	53
2025 Q3	$740K	Buy	6,562 +75	+1%	+$8.34K	0.52%	51
2025 Q2	$699K	Buy	6,487 +514	+9%	+$54.9K	0.53%	50
2025 Q1	$710K	Buy	5,973 +158	+3%	+$17.5K	0.64%	46
2024 Q4	$627K	Buy	+5,815	New	+$680K	0.56%	47

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Riverbend Wealth Management increased its ExxonMobil (XOM) stake by 19% in Q2 2026, buying an estimated $188K and bringing the position to 7,902 shares worth $1.08M. The position accounts for 0.54% of the portfolio, ranked #48.

Riverbend Wealth Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q1 2026. 2,150 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Riverbend Wealth Management held 7,902 shares of ExxonMobil worth $1.08M as of Q2 2026.
Riverbend Wealth Management bought 1,253 ExxonMobil shares in Q2 2026, an estimated $188K.
ExxonMobil made up 0.54% of Riverbend Wealth Management's portfolio in Q2 2026, its #48 holding.
Riverbend Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Riverbend Wealth Management's ExxonMobil position peaked at $1.13M in Q1 2026.
2,150 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.