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Root Financial Partners’s ExxonMobil XOM Stock Holding History

Root Financial Partners’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 		$1.91M Buy
11,278
+710
+7% +$104K 0.09% 67
2025
Q4 		$1.27M Buy
10,568
+1,498
+17% +$174K 0.07% 79
2025
Q3 		$1.02M Buy
9,070
+712
+9% +$79.2K 0.06% 85
2025
Q2 		$901K Buy
8,358
+766
+10% +$81.9K 0.09% 80
2025
Q1 		$903K Sell
7,592
-240
-3% -$26.5K 0.1% 74
2024
Q4 		$843K Buy
7,832
+1,865
+31% +$218K 0.1% 74
2024
Q3 		$699K Buy
5,967
+1,771
+42% +$204K 0.11% 70
2024
Q2 		$483K Buy
4,196
+761
+22% +$88.6K 0.11% 69
2024
Q1 		$399K Buy
3,435
+1,381
+67% +$144K 0.12% 65
2023
Q4 		$205K Buy
2,054
+199
+11% +$20.9K 0.08% 76
2023
Q3 		$218K Buy
+1,855
New +$203K 0.12% 63

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Root Financial Partners's XOM Position: Q1 2026 in Review

Root Financial Partners increased its ExxonMobil (XOM) stake by 6.7% in Q1 2026, buying an estimated $104K and bringing the position to 11,278 shares worth $1.91M. The position accounts for 0.09% of the portfolio, ranked #67.

Root Financial Partners first reported a position in XOM in Q3 2023 and has held it in 11 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Root Financial Partners held 11,278 shares of ExxonMobil worth $1.91M as of Q1 2026.
  • Root Financial Partners bought 710 ExxonMobil shares in Q1 2026, an estimated $104K.
  • ExxonMobil made up 0.09% of Root Financial Partners's portfolio in Q1 2026, its #67 holding.
  • Root Financial Partners first reported a position in ExxonMobil in Q3 2023 and has held it in 11 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.