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Rooted Wealth Advisors’s ExxonMobil XOM Stock Holding History

Rooted Wealth 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 		$959K Buy
7,016
+486
+7% +$72.7K 0.23% 67
2026
Q1 		$964K Sell
6,530
-439
-6% -$64.1K 0.25% 64
2025
Q4 		$1.03M Sell
6,969
-104
-1% -$12.1K 0.29% 62
2025
Q3 		$801K Buy
7,073
+1,075
+18% +$120K 0.24% 62
2025
Q2 		$692K Buy
5,998
+1,641
+38% +$175K 0.24% 56
2025
Q1 		$455K Buy
4,357
+232
+6% +$25.7K 0.2% 60
2024
Q4 		$449K Buy
4,125
+1,293
+46% +$151K 0.18% 61
2024
Q3 		$355K Buy
2,832
+428
+18% +$49.4K 0.16% 66
2024
Q2 		$286K Buy
2,404
+337
+16% +$39.3K 0.13% 73
2024
Q1 		$247K Buy
2,067
+83
+4% +$8.68K 0.12% 71
2023
Q4 		$203K Sell
1,984
-556
-22% -$58.4K 0.11% 71
2023
Q3 		$267K Buy
2,540
+473
+23% +$51.9K 0.16% 65
2023
Q2 		$221K Sell
2,067
-301
-13% -$32.8K 0.15% 76
2023
Q1 		$275K Buy
2,368
+159
+7% +$17.6K 0.2% 61
2022
Q4 		$244K Buy
+2,209
New +$237K 0.2% 60

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

Rooted Wealth Advisors's XOM Position: Q2 2026 in Review

Rooted Wealth Advisors increased its ExxonMobil (XOM) stake by 7.4% in Q2 2026, buying an estimated $72.7K and bringing the position to 7,016 shares worth $959K. The position accounts for 0.23% of the portfolio, ranked #67.

Rooted Wealth Advisors first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.03M in Q4 2025. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Rooted Wealth Advisors held 7,016 shares of ExxonMobil worth $959K as of Q2 2026.
  • Rooted Wealth Advisors bought 486 ExxonMobil shares in Q2 2026, an estimated $72.7K.
  • ExxonMobil made up 0.23% of Rooted Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • Rooted Wealth Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Rooted Wealth Advisors's ExxonMobil position peaked at $1.03M in Q4 2025.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.