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 Q3	$2.65M	Buy	16,278 +4,840	+42%	+$757K	0.09%	67
2026 Q2	$1.56M	Buy	11,438 +160	+1%	+$23.9K	0.06%	89
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Root Financial Partners's XOM Position: Q3 2026 in Review

Root Financial Partners increased its ExxonMobil (XOM) stake by 42% in Q3 2026, buying an estimated $757K and bringing the position to 16,278 shares worth $2.65M. 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 13 quarters since. 2,105 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Root Financial Partners held 16,278 shares of ExxonMobil worth $2.65M as of Q3 2026.
Root Financial Partners bought 4,840 ExxonMobil shares in Q3 2026, an estimated $757K.
ExxonMobil made up 0.09% of Root Financial Partners's portfolio in Q3 2026, its #67 holding.
Root Financial Partners first reported a position in ExxonMobil in Q3 2023 and has held it in 13 quarters since.
2,105 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.