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Rollins Financial Advisors’s ExxonMobil XOM Stock Holding History

Rollins 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 		$393K Buy
2,875
+1
+0% +$150 0.05% 129
2026
Q1 		$488K Buy
2,874
+528
+23% +$77.1K 0.08% 103
2025
Q4 		$282K Buy
2,346
+2
+0.1% +$232 0.04% 129
2025
Q3 		$264K Buy
2,344
+2
+0.1% +$222 0.04% 125
2025
Q2 		$252K Buy
2,342
+2
+0.1% +$214 0.04% 120
2025
Q1 		$278K Buy
2,340
+8
+0.3% +$885 0.05% 105
2024
Q4 		$251K Buy
2,332
+2
+0.1% +$234 0.04% 113
2024
Q3 		$273K Sell
2,330
-424
-15% -$49K 0.05% 110
2024
Q2 		$317K Buy
+2,754
New +$321K 0.05% 98

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Rollins Financial Advisors increased its ExxonMobil (XOM) stake by 0.03% in Q2 2026, buying an estimated $150 and bringing the position to 2,875 shares worth $393K. The position accounts for 0.05% of the portfolio, ranked #129.

Rollins Financial Advisors first reported a position in XOM in Q2 2024 and has held it in 9 quarters since. The position peaked at $488K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Rollins Financial Advisors held 2,875 shares of ExxonMobil worth $393K as of Q2 2026.
  • Rollins Financial Advisors bought 1 ExxonMobil share in Q2 2026, an estimated $150.
  • ExxonMobil made up 0.05% of Rollins Financial Advisors's portfolio in Q2 2026, its #129 holding.
  • Rollins Financial Advisors first reported a position in ExxonMobil in Q2 2024 and has held it in 9 quarters since.
  • Rollins Financial Advisors's ExxonMobil position peaked at $488K in Q1 2026.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.