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 Q2	$1.08M	Buy	7,896 +1,920	+32%	+$287K	0.56%	37
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 $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

ROI Financial Advisors's XOM Position: Q2 2026 in Review

ROI Financial Advisors increased its ExxonMobil (XOM) stake by 32% in Q2 2026, buying an estimated $287K and bringing the position to 7,896 shares worth $1.08M. The position accounts for 0.56% of the portfolio, ranked #37.

ROI Financial Advisors first reported a position in XOM in Q2 2025 and has held it in 5 quarters since. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

ROI Financial Advisors held 7,896 shares of ExxonMobil worth $1.08M as of Q2 2026.
ROI Financial Advisors bought 1,920 ExxonMobil shares in Q2 2026, an estimated $287K.
ExxonMobil made up 0.56% of ROI Financial Advisors's portfolio in Q2 2026, its #37 holding.
ROI Financial Advisors first reported a position in ExxonMobil in Q2 2025 and has held it in 5 quarters since.
4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.