RWA
XOM icon

Roberts Wealth Advisors’s ExxonMobil XOM Stock Holding History

Roberts Wealth Advisors’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 		$2.75M Sell
20,091
-464
-2% -$69.4K 0.62% 46
2026
Q1 		$3.49M Buy
20,555
+421
+2% +$61.4K 0.89% 32
2025
Q4 		$2.42M Buy
20,134
+50
+0.2% +$5.8K 0.63% 44
2025
Q3 		$2.26M Buy
20,084
+9
+0% +$1K 0.6% 50
2025
Q2 		$2.16M Buy
20,075
+318
+2% +$34K 0.62% 50
2025
Q1 		$2.35M Buy
19,757
+488
+3% +$54K 0.72% 48
2024
Q4 		$2.15M Buy
19,269
+675
+4% +$79K 0.65% 50
2024
Q3 		$2.27M Buy
18,594
+1,968
+12% +$227K 0.73% 45
2024
Q2 		$1.84M Buy
16,626
+214
+1% +$24.9K 0.63% 47
2024
Q1 		$1.96M Buy
16,412
+875
+6% +$91.5K 0.73% 44
2023
Q4 		$4.6M Buy
15,537
+211
+1% +$22.2K 0.72% 43
2023
Q3 		$1.69M Buy
15,326
+148
+1% +$16.2K 0.74% 49
2023
Q2 		$1.63M Sell
15,178
-1,050
-6% -$115K 0.72% 46
2023
Q1 		$1.87M Buy
16,228
+187
+1% +$20.7K 0.86% 42
2022
Q4 		$1.71M Buy
16,041
+1,374
+9% +$147K 0.82% 45
2022
Q3 		$1.5M Buy
14,667
+457
+3% +$41.7K 0.74% 40
2022
Q2 		$1.22M Buy
14,210
+86
+0.6% +$7.76K 0.53% 53
2022
Q1 		$1.17M Buy
14,124
+159
+1% +$12.4K 0.46% 60
2021
Q4 		$887K Buy
13,965
+1,162
+9% +$72.6K 0.32% 72
2021
Q3 		$753K Buy
+12,803
New +$730K 0.3% 72

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

Roberts Wealth Advisors's XOM Position: Q2 2026 in Review

Roberts Wealth Advisors reduced its ExxonMobil (XOM) stake by 2.3% in Q2 2026, selling an estimated $69.4K and leaving 20,091 shares worth $2.75M. The position accounts for 0.62% of the portfolio, ranked #46.

Roberts Wealth Advisors first reported a position in XOM in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.6M in Q4 2023. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Roberts Wealth Advisors held 20,091 shares of ExxonMobil worth $2.75M as of Q2 2026.
  • Roberts Wealth Advisors sold 464 ExxonMobil shares in Q2 2026, an estimated $69.4K.
  • ExxonMobil made up 0.62% of Roberts Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Roberts Wealth Advisors first reported a position in ExxonMobil in Q3 2021 and has held it in 20 quarters since.
  • Roberts Wealth Advisors's ExxonMobil position peaked at $4.6M in Q4 2023.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.