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Rockbridge Investment Management’s ExxonMobil XOM Stock Holding History

Rockbridge Investment 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
Q2 		$841K Sell
6,148
-224
-4% -$33.5K 0.07% 74
2026
Q1 		$1.08M Buy
6,372
+271
+4% +$39.5K 0.1% 63
2025
Q4 		$734K Buy
6,101
+1,238
+25% +$144K 0.07% 76
2025
Q3 		$548K Sell
4,863
-147
-3% -$16.3K 0.05% 84
2025
Q2 		$540K Sell
5,010
-73
-1% -$7.8K 0.06% 82
2025
Q1 		$605K Buy
5,083
+105
+2% +$11.6K 0.07% 74
2024
Q4 		$535K Buy
4,978
+200
+4% +$23.4K 0.07% 80
2024
Q3 		$560K Buy
4,778
+145
+3% +$16.7K 0.07% 77
2024
Q2 		$533K Buy
4,633
+248
+6% +$28.9K 0.08% 76
2024
Q1 		$510K Sell
4,385
-509
-10% -$53.3K 0.07% 73
2023
Q4 		$489K Sell
4,894
-37
-0.8% -$3.89K 0.07% 76
2023
Q3 		$580K Buy
4,931
+999
+25% +$110K 0.1% 65
2023
Q2 		$422K Hold
3,932
– – 0.07% 78
2023
Q1 		$431K Sell
3,932
-78
-2% -$8.63K 0.08% 76
2022
Q4 		$442K Buy
4,010
+1,454
+57% +$156K 0.09% 74
2022
Q3 		$223K Sell
2,556
-71
-3% -$6.48K 0.05% 91
2022
Q2 		$225K Sell
2,627
-4,637
-64% -$418K 0.05% 95
2022
Q1 		$604K Sell
7,264
-5,384
-43% -$419K 0.09% 87
2021
Q4 		$774K Sell
12,648
-2,976
-19% -$186K 0.11% 88
2021
Q3 		$919K Sell
15,624
-86
-0.5% -$4.9K 0.15% 66
2021
Q2 		$991K Buy
15,710
+1,464
+10% +$87.4K 0.17% 63
2021
Q1 		$795K Buy
14,246
+2,305
+19% +$121K 0.15% 64
2020
Q4 		$492K Sell
11,941
-7,262
-38% -$272K 0.1% 89
2020
Q3 		$659K Buy
19,203
+1,190
+7% +$48.6K 0.16% 65
2020
Q2 		$806K Buy
+18,013
New +$808K 0.21% 57

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Rockbridge Investment Management's XOM Position: Q2 2026 in Review

Rockbridge Investment Management reduced its ExxonMobil (XOM) stake by 3.5% in Q2 2026, selling an estimated $33.5K and leaving 6,148 shares worth $841K. The position accounts for 0.07% of the portfolio, ranked #74.

Rockbridge Investment Management first reported a position in XOM in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.08M in Q1 2026. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Rockbridge Investment Management held 6,148 shares of ExxonMobil worth $841K as of Q2 2026.
  • Rockbridge Investment Management sold 224 ExxonMobil shares in Q2 2026, an estimated $33.5K.
  • ExxonMobil made up 0.07% of Rockbridge Investment Management's portfolio in Q2 2026, its #74 holding.
  • Rockbridge Investment Management first reported a position in ExxonMobil in Q2 2020 and has held it in 25 quarters since.
  • Rockbridge Investment Management's ExxonMobil position peaked at $1.08M in Q1 2026.
  • 4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.