RMR Wealth Builders
XOM icon

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
Q3 		$7.53M Buy
+46,241
New +$7.23M 0.44% 36
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% -$28.2K 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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

RMR Wealth Builders's XOM Position: Q3 2026 in Review

RMR Wealth Builders opened a new position in ExxonMobil (XOM) in Q3 2026: 46,241 shares worth $7.53M. The stake represents 0.44% of the portfolio and ranks #36 among its holdings. This is a return to the name: RMR Wealth Builders previously reported a position in XOM as recently as Q1 2026.

RMR Wealth Builders first reported a position in XOM in Q4 2019 and has held it in 26 quarters since. 2,532 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • RMR Wealth Builders held 46,241 shares of ExxonMobil worth $7.53M as of Q3 2026.
  • ExxonMobil was a new RMR Wealth Builders position in Q3 2026.
  • ExxonMobil made up 0.44% of RMR Wealth Builders's portfolio in Q3 2026, its #36 holding.
  • RMR Wealth Builders first reported a position in ExxonMobil in Q4 2019 and has held it in 26 quarters since.
  • 2,532 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.