Rockline Wealth Management’s ExxonMobil XOM Stock Holding History

Rockline 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 Q2	$3.98M	Buy	29,087 +108	+0.4%	+$16.2K	0.76%	40
2026 Q1	$4.92M	Sell	28,979 -424	-1%	-$61.9K	1.07%	28
2025 Q4	$3.54M	Buy	29,403 +1,820	+7%	+$211K	0.72%	40
2025 Q3	$3.11M	Buy	27,583 +743	+3%	+$82.6K	0.64%	43
2025 Q2	$2.89M	Sell	26,840 -29	-0.1%	-$3.1K	0.68%	43
2025 Q1	$3.2M	Buy	26,869 +951	+4%	+$105K	0.89%	38
2024 Q4	$2.79M	Buy	25,918 +1,498	+6%	+$175K	0.74%	42
2024 Q3	$2.86M	Buy	24,420 +793	+3%	+$91.6K	0.81%	40
2024 Q2	$2.72M	Buy	23,627 +581	+3%	+$67.7K	0.84%	39
2024 Q1	$2.68M	Buy	23,046 +391	+2%	+$40.9K	0.94%	38
2023 Q4	$2.27M	Buy	+22,655	New	+$2.38M	0.94%	39

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Rockline Wealth Management's XOM Position: Q2 2026 in Review

Rockline Wealth Management increased its ExxonMobil (XOM) stake by 0.37% in Q2 2026, buying an estimated $16.2K and bringing the position to 29,087 shares worth $3.98M. The position accounts for 0.76% of the portfolio, ranked #40.

Rockline Wealth Management first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.92M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Rockline Wealth Management held 29,087 shares of ExxonMobil worth $3.98M as of Q2 2026.
Rockline Wealth Management bought 108 ExxonMobil shares in Q2 2026, an estimated $16.2K.
ExxonMobil made up 0.76% of Rockline Wealth Management's portfolio in Q2 2026, its #40 holding.
Rockline Wealth Management first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Rockline Wealth Management's ExxonMobil position peaked at $4.92M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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