RKL Wealth Management’s ExxonMobil XOM Stock Holding History

RKL 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 Q1	$3.89M	Buy	22,945 +1,939	+9%	+$283K	0.35%	37
2025 Q4	$2.53M	Sell	21,006 -428	-2%	-$49.6K	0.21%	60
2025 Q3	$2.42M	Sell	21,434 -777	-3%	-$86.4K	0.21%	59
2025 Q2	$2.39M	Buy	22,211 +142	+0.6%	+$15.2K	0.21%	60
2025 Q1	$2.62M	Sell	22,069 -6,044	-21%	-$668K	0.25%	57
2024 Q4	$3.02M	Buy	28,113 +10,067	+56%	+$1.18M	0.27%	51
2024 Q3	$2.12M	Sell	18,046 -260	-1%	-$30K	0.19%	66
2024 Q2	$2.11M	Buy	18,306 +515	+3%	+$60K	0.2%	56
2024 Q1	$2.07M	Buy	17,791 +50	+0.3%	+$5.23K	0.2%	58
2023 Q4	$1.77M	Buy	17,741 +6,584	+59%	+$692K	0.19%	61
2023 Q3	$1.31M	Buy	11,157 +172	+2%	+$18.9K	0.16%	66
2023 Q2	$1.18M	Buy	10,985 +147	+1%	+$16K	0.14%	71
2023 Q1	$1.19M	Sell	10,838 -2	-0%	-$221	0.15%	69
2022 Q4	$1.2M	Buy	10,840 +236	+2%	+$25.3K	0.16%	72
2022 Q3	$926K	Buy	10,604 +610	+6%	+$55.7K	0.13%	78
2022 Q2	$856K	Buy	9,994 +418	+4%	+$37.7K	0.12%	84
2022 Q1	$791K	Buy	9,576 +5,252	+121%	+$408K	0.1%	87
2021 Q4	$265K	Buy	4,324 +96	+2%	+$6K	0.03%	111
2021 Q3	$249K	Buy	4,228 +59	+1%	+$3.36K	0.03%	115
2021 Q2	$263K	Sell	4,169 -1,321	-24%	-$78.9K	0.03%	117
2021 Q1	$307K	Buy	+5,490	New	+$288K	0.04%	110
2020 Q3	–	Sell	-29,579	Closed	-$1.32M	–	121
2020 Q2	$1.32M	Sell	29,579 -247	-0.8%	-$11.1K	0.23%	61
2020 Q1	$1.13M	Sell	29,826 -2,178	-7%	-$120K	0.24%	58
2019 Q4	$2.23M	Buy	32,004 +2,622	+9%	+$181K	0.4%	48
2019 Q3	$2.07M	Sell	29,382 -355	-1%	-$25.7K	0.39%	47
2019 Q2	$2.28M	Sell	29,737 -1,439	-5%	-$111K	0.42%	44
2019 Q1	$2.51M	Buy	31,176 +891	+3%	+$67.9K	0.49%	43
2018 Q4	$2.05M	Sell	30,285 -787	-3%	-$61.7K	0.47%	45
2018 Q3	$2.64M	Sell	31,072 -1,683	-5%	-$138K	0.56%	41
2018 Q2	$2.71M	Sell	32,755 -4,152	-11%	-$331K	0.61%	37
2018 Q1	$2.76M	Sell	36,907 -1,246	-3%	-$99.6K	0.65%	37
2017 Q4	$3.19M	Sell	38,153 -4,430	-10%	-$366K	0.79%	34
2017 Q3	$3.49M	Buy	42,583 +3,448	+9%	+$274K	0.98%	35
2017 Q2	$3.15M	Buy	39,135 +4,202	+12%	+$344K	1%	32
2017 Q1	$2.86M	Buy	34,933 +3,266	+10%	+$273K	1.15%	29
2016 Q4	$2.86M	Sell	31,667 -549	-2%	-$48K	1.38%	27
2016 Q3	$2.81M	Buy	32,216 +2,999	+10%	+$266K	1.42%	27
2016 Q2	$2.69M	Buy	29,217 +7,929	+37%	+$701K	1.4%	27
2016 Q1	$1.78M	Buy	21,288 +6,420	+43%	+$514K	1.02%	27
2015 Q4	$1.16K	Buy	14,868 +110	+0.7%	+$8.79K	0.54%	30
2015 Q3	$1.1M	Buy	14,758 +9,370	+174%	+$722K	0.69%	33
2015 Q2	$448K	Sell	5,388 -1,914	-26%	-$165K	0.27%	39
2015 Q1	$621K	Sell	7,302 -455	-6%	-$40.3K	0.38%	37
2014 Q4	$717K	Sell	7,757 -5	-0.1%	-$466	0.47%	35
2014 Q3	$730K	Buy	7,762 +2,880	+59%	+$287K	0.51%	31
2014 Q2	$492K	Hold	4,882	–	–	0.36%	38
2014 Q1	$477K	Buy	+4,882	New	+$465K	0.36%	39

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

RKL Wealth Management increased its ExxonMobil (XOM) stake by 9.2% in Q1 2026, buying an estimated $283K and bringing the position to 22,945 shares worth $3.89M. The position accounts for 0.35% of the portfolio, ranked #37.

RKL Wealth Management first reported a position in XOM in Q1 2014 and has held it in 47 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

RKL Wealth Management held 22,945 shares of ExxonMobil worth $3.89M as of Q1 2026.
RKL Wealth Management bought 1,939 ExxonMobil shares in Q1 2026, an estimated $283K.
ExxonMobil made up 0.35% of RKL Wealth Management's portfolio in Q1 2026, its #37 holding.
RKL Wealth Management first reported a position in ExxonMobil in Q1 2014 and has held it in 47 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.