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Riverpoint Wealth Management Holdings’s ExxonMobil XOM Stock Holding History

Riverpoint Wealth Management Holdings’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 		– Sell
-1,369
Closed -$232K – 65
2026
Q1 		$232K Buy
+1,369
New +$200K 0.05% 60
2023
Q2 		– Sell
-3,121
Closed -$342K – 51
2023
Q1 		$342K Buy
3,121
+3,114
+44,486% +$344K 0.12% 38
2022
Q4 		$820 Buy
+7
New +$750 ﹤0.01% 118
2020
Q1 		– Sell
-4,615
Closed -$322K – 78
2019
Q4 		$322K Buy
4,615
+29
+0.6% +$2K 0.13% 61
2019
Q3 		$324K Buy
4,586
+28
+0.6% +$2.02K 0.14% 54
2019
Q2 		$349K Buy
4,558
+149
+3% +$11.5K 0.16% 47
2019
Q1 		$356K Buy
4,409
+236
+6% +$18K 0.17% 43
2018
Q4 		$284K Sell
4,173
-466
-10% -$36.6K 0.16% 50
2018
Q3 		$394K Buy
4,639
+138
+3% +$11.3K 0.2% 40
2018
Q2 		$372K Buy
4,501
+230
+5% +$18.3K 0.21% 36
2018
Q1 		$319K Sell
4,271
-160
-4% -$12.8K 0.19% 37
2017
Q4 		$371K Buy
4,431
+9
+0.2% +$744 0.23% 29
2017
Q3 		$362K Buy
4,422
+7
+0.2% +$556 0.24% 29
2017
Q2 		$354K Buy
4,415
+657
+17% +$53.8K 0.25% 27
2017
Q1 		$310K Buy
3,758
+121
+3% +$10.1K 0.23% 28
2016
Q4 		$313K Buy
+3,637
New +$318K 0.25% 28

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Riverpoint Wealth Management Holdings's XOM Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,369 shares — an estimated $232K sold.

Riverpoint Wealth Management Holdings first reported a position in XOM in Q4 2016 and held it in 16 quarters. The position peaked at $394K in Q3 2018. 2,122 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Riverpoint Wealth Management Holdings reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 1,369 ExxonMobil shares in Q2 2026, an estimated $232K.
  • Riverpoint Wealth Management Holdings first reported a position in ExxonMobil in Q4 2016 and held it in 16 quarters.
  • Riverpoint Wealth Management Holdings's ExxonMobil position peaked at $394K in Q3 2018.
  • 2,122 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.