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Roffman Miller Associates’s ExxonMobil XOM Stock Holding History

Roffman Miller Associates’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 		$23.3M Sell
170,394
-2,257
-1% -$338K 1.22% 28
2026
Q1 		$29.3M Sell
172,651
-3,724
-2% -$543K 1.69% 24
2025
Q4 		$21.2M Buy
176,375
+9,257
+6% +$1.07M 1.16% 31
2025
Q3 		$18.8M Buy
167,118
+12,391
+8% +$1.38M 1.06% 33
2025
Q2 		$16.7M Buy
154,727
+26,775
+21% +$2.86M 1% 39
2025
Q1 		$15.2M Buy
127,952
+50,953
+66% +$5.63M 0.96% 41
2024
Q4 		$8.28M Buy
76,999
+34,009
+79% +$3.98M 0.51% 44
2024
Q3 		$5.04M Sell
42,990
-262
-0.6% -$30.3K 0.31% 50
2024
Q2 		$4.98M Buy
43,252
+8,608
+25% +$1M 0.33% 48
2024
Q1 		$4.03M Buy
34,644
+172
+0.5% +$18K 0.27% 50
2023
Q4 		$3.45M Buy
34,472
+9
+0% +$946 0.25% 52
2023
Q3 		$4.05M Buy
34,463
+1,099
+3% +$121K 0.32% 48
2023
Q2 		$3.58M Buy
33,364
+1,725
+5% +$188K 0.27% 48
2023
Q1 		$3.47M Sell
31,639
-1,121
-3% -$124K 0.28% 49
2022
Q4 		$3.61M Buy
32,760
+3,224
+11% +$345K 0.3% 50
2022
Q3 		$2.58M Buy
29,536
+311
+1% +$28.4K 0.24% 52
2022
Q2 		$2.5M Sell
29,225
-988
-3% -$89.1K 0.22% 53
2022
Q1 		$2.5M Sell
30,213
-7,197
-19% -$559K 0.19% 54
2021
Q4 		$2.29M Sell
37,410
-750
-2% -$46.9K 0.15% 57
2021
Q3 		$2.25M Sell
38,160
-3,016
-7% -$172K 0.17% 57
2021
Q2 		$2.6M Buy
41,176
+7,865
+24% +$470K 0.2% 54
2021
Q1 		$1.86M Buy
33,311
+978
+3% +$51.3K 0.15% 55
2020
Q4 		$1.33M Sell
32,333
-5,769
-15% -$216K 0.12% 58
2020
Q3 		$1.31M Sell
38,102
-97,031
-72% -$3.97M 0.13% 56
2020
Q2 		$6.04M Buy
135,133
+81,229
+151% +$3.64M 0.6% 40
2020
Q1 		$2.05M Sell
53,904
-37,559
-41% -$2.07M 0.26% 51
2019
Q4 		$6.38M Sell
91,463
-74,085
-45% -$5.12M 0.64% 40
2019
Q3 		$11.7M Sell
165,548
-54,199
-25% -$3.92M 1.22% 34
2019
Q2 		$16.8M Buy
219,747
+3,041
+1% +$235K 1.81% 30
2019
Q1 		$17.5M Buy
216,706
+7,763
+4% +$592K 1.99% 28
2018
Q4 		$14.2M Sell
208,943
-11,657
-5% -$915K 1.86% 29
2018
Q3 		$18.8M Sell
220,600
-2,740
-1% -$224K 2.08% 25
2018
Q2 		$18.5M Buy
223,340
+2,278
+1% +$181K 2.26% 23
2018
Q1 		$16.5M Buy
221,062
+2,790
+1% +$223K 2.09% 28
2017
Q4 		$18.3M Buy
218,272
+6,209
+3% +$514K 2.25% 21
2017
Q3 		$17.4M Buy
212,063
+9,371
+5% +$744K 2.29% 22
2017
Q2 		$16.4M Buy
202,692
+11,232
+6% +$919K 2.24% 22
2017
Q1 		$15.7M Buy
191,460
+18,307
+11% +$1.53M 2.22% 25
2016
Q4 		$15.6M Buy
173,153
+4,537
+3% +$396K 2.36% 21
2016
Q3 		$14.7M Buy
168,616
+2,991
+2% +$265K 2.38% 20
2016
Q2 		$15.5M Buy
165,625
+4,614
+3% +$408K 2.55% 15
2016
Q1 		$13.5M Buy
161,011
+6,265
+4% +$502K 2.31% 23
2015
Q4 		$12.1M Buy
154,746
+6,093
+4% +$487K 2.21% 22
2015
Q3 		$11.1M Buy
148,653
+9,987
+7% +$770K 2.17% 23
2015
Q2 		$11.5M Buy
138,666
+5,547
+4% +$477K 2.19% 20
2015
Q1 		$11.3M Buy
133,119
+9,236
+7% +$819K 2.16% 20
2014
Q4 		$11.5M Buy
123,883
+2,653
+2% +$247K 2.23% 17
2014
Q3 		$11.4M Buy
121,230
+1,788
+1% +$178K 2.34% 16
2014
Q2 		$12M Buy
119,442
+2,273
+2% +$229K 2.54% 14
2014
Q1 		$11.4M Buy
117,169
+2,115
+2% +$202K 2.54% 13
2013
Q4 		$11.6M Buy
115,054
+4,335
+4% +$401K 2.68% 12
2013
Q3 		$9.53M Buy
110,719
+2,505
+2% +$226K 2.41% 15
2013
Q2 		$9.78M Buy
+108,214
New +$9.74M 2.61% 9

Other funds holding XOM

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Roffman Miller Associates's XOM Position: Q2 2026 in Review

Roffman Miller Associates reduced its ExxonMobil (XOM) stake by 1.3% in Q2 2026, selling an estimated $338K and leaving 170,394 shares worth $23.3M. The position accounts for 1.22% of the portfolio, ranked #28.

Roffman Miller Associates first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $29.3M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Roffman Miller Associates held 170,394 shares of ExxonMobil worth $23.3M as of Q2 2026.
  • Roffman Miller Associates sold 2,257 ExxonMobil shares in Q2 2026, an estimated $338K.
  • ExxonMobil made up 1.22% of Roffman Miller Associates's portfolio in Q2 2026, its #28 holding.
  • Roffman Miller Associates first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Roffman Miller Associates's ExxonMobil position peaked at $29.3M in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Roffman Miller Associates's 13F filing for Q2 2026, filed 13 Jul 2026.