Roehl & Yi Investment Advisors’s ExxonMobil XOM Stock Holding History

Roehl & Yi Investment 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	$3.44M	Sell	25,144 -222	-0.9%	-$33.2K	1.13%	24
2026 Q1	$4.3M	Buy	25,366 +4,047	+19%	+$591K	1.62%	14
2025 Q4	$2.57M	Buy	21,319 +104	+0.5%	+$12.1K	1.02%	24
2025 Q3	$2.39M	Sell	21,215 -453	-2%	-$50.4K	1.04%	22
2025 Q2	$2.34M	Sell	21,668 -178	-0.8%	-$19K	1.2%	14
2025 Q1	$2.6M	Sell	21,846 -1,948	-8%	-$215K	1.41%	14
2024 Q4	$2.56M	Buy	+23,794	New	+$2.78M	1.41%	14

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Roehl & Yi Investment Advisors's XOM Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its ExxonMobil (XOM) stake by 0.88% in Q2 2026, selling an estimated $33.2K and leaving 25,144 shares worth $3.44M. The position accounts for 1.13% of the portfolio, ranked #24.

Roehl & Yi Investment Advisors first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.3M in Q1 2026. 4,256 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Roehl & Yi Investment Advisors held 25,144 shares of ExxonMobil worth $3.44M as of Q2 2026.
Roehl & Yi Investment Advisors sold 222 ExxonMobil shares in Q2 2026, an estimated $33.2K.
ExxonMobil made up 1.13% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #24 holding.
Roehl & Yi Investment Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Roehl & Yi Investment Advisors's ExxonMobil position peaked at $4.3M in Q1 2026.
4,256 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.