ROI Financial Advisors’s ExxonMobil XOM Stock Holding History

ROI Financial 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 Q1	$1.01M	Buy	5,976 +1,522	+34%	+$222K	0.61%	36
2025 Q4	$536K	Buy	4,454 +717	+19%	+$83.2K	0.31%	46
2025 Q3	$421K	Buy	3,737 +998	+36%	+$111K	0.25%	50
2025 Q2	$295K	Buy	+2,739	New	+$293K	0.19%	54

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ROI Financial Advisors's XOM Position: Q1 2026 in Review

ROI Financial Advisors increased its ExxonMobil (XOM) stake by 34% in Q1 2026, buying an estimated $222K and bringing the position to 5,976 shares worth $1.01M. The position accounts for 0.61% of the portfolio, ranked #36.

ROI Financial Advisors first reported a position in XOM in Q2 2025 and has held it in 4 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

ROI Financial Advisors held 5,976 shares of ExxonMobil worth $1.01M as of Q1 2026.
ROI Financial Advisors bought 1,522 ExxonMobil shares in Q1 2026, an estimated $222K.
ExxonMobil made up 0.61% of ROI Financial Advisors's portfolio in Q1 2026, its #36 holding.
ROI Financial Advisors first reported a position in ExxonMobil in Q2 2025 and has held it in 4 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.