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 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

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

Root Financial Partners's XOM Position: Q2 2026 in Review

Root Financial Partners increased its ExxonMobil (XOM) stake by 1.4% in Q2 2026, buying an estimated $23.9K and bringing the position to 11,438 shares worth $1.56M. The position accounts for 0.06% of the portfolio, ranked #89.

Root Financial Partners first reported a position in XOM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.91M in Q1 2026. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Root Financial Partners held 11,438 shares of ExxonMobil worth $1.56M as of Q2 2026.
Root Financial Partners bought 160 ExxonMobil shares in Q2 2026, an estimated $23.9K.
ExxonMobil made up 0.06% of Root Financial Partners's portfolio in Q2 2026, its #89 holding.
Root Financial Partners first reported a position in ExxonMobil in Q3 2023 and has held it in 12 quarters since.
Root Financial Partners's ExxonMobil position peaked at $1.91M in Q1 2026.
4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.