RWB
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RMR Wealth Builders’s ExxonMobil XOM Stock Holding History

RMR Wealth Builders’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
-36,850
Closed -$6.25M – 326
2026
Q1 		$6.25M Sell
36,850
-2,935
-7% -$428K 0.49% 28
2025
Q4 		$4.79M Buy
39,785
+2,595
+7% +$301K 0.38% 40
2025
Q3 		$4.19M Sell
37,190
-289
-0.8% -$32.1K 0.35% 40
2025
Q2 		$4.04M Buy
37,479
+533
+1% +$57K 0.37% 38
2025
Q1 		$4.39M Buy
36,946
+4,904
+15% +$542K 0.46% 32
2024
Q4 		$3.45M Buy
32,042
+960
+3% +$112K 0.36% 38
2024
Q3 		$3.64M Sell
31,082
-508
-2% -$58.7K 0.39% 37
2024
Q2 		$3.64M Buy
31,590
+1,691
+6% +$197K 0.42% 36
2024
Q1 		$3.48M Buy
29,899
+5,165
+21% +$540K 0.42% 33
2023
Q4 		$2.47M Sell
24,734
-9,333
-27% -$981K 0.35% 38
2023
Q3 		$4.01M Buy
34,067
+3,990
+13% +$438K 0.64% 26
2023
Q2 		$3.23M Sell
30,077
-258
-0.9% -$28.1K 0.55% 27
2023
Q1 		$3.33M Buy
30,335
+1,150
+4% +$127K 0.63% 28
2022
Q4 		$3.22M Sell
29,185
-539
-2% -$57.8K 0.73% 28
2022
Q3 		$2.6M Buy
29,724
+2,531
+9% +$231K 0.63% 27
2022
Q2 		$2.33M Sell
27,193
-7,228
-21% -$652K 0.58% 30
2022
Q1 		$2.84M Buy
34,421
+6,482
+23% +$504K 0.61% 31
2021
Q4 		$1.71M Buy
27,939
+1,278
+5% +$79.9K 0.49% 33
2021
Q3 		$1.57M Buy
26,661
+3,932
+17% +$224K 0.46% 35
2021
Q2 		$1.43M Sell
22,729
-8,082
-26% -$483K 0.47% 37
2021
Q1 		$1.72M Buy
30,811
+13,895
+82% +$728K 0.45% 32
2020
Q4 		$697K Sell
16,916
-40,690
-71% -$1.53M 0.34% 58
2020
Q3 		$1.98M Buy
57,606
+50,404
+700% +$2.06M 0.51% 37
2020
Q2 		$322K Buy
+7,202
New +$323K 0.29% 81
2019
Q4 		$502K Buy
+7,200
New +$498K 0.48% 47

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RMR Wealth Builders's XOM Position: Q2 2026 in Review

RMR Wealth Builders sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 36,850 shares — an estimated $6.25M sold.

RMR Wealth Builders first reported a position in XOM in Q4 2019 and held it in 25 quarters. The position peaked at $6.25M in Q1 2026. 1,599 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • RMR Wealth Builders reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • RMR Wealth Builders sold 36,850 ExxonMobil shares in Q2 2026, an estimated $6.25M.
  • RMR Wealth Builders first reported a position in ExxonMobil in Q4 2019 and held it in 25 quarters.
  • RMR Wealth Builders's ExxonMobil position peaked at $6.25M in Q1 2026.
  • 1,599 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.