Roth Financial Partners’s ExxonMobil XOM Stock Holding History

Roth 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	$729K	Hold	5,331	–	–	0.22%	19
2026 Q1	$904K	Hold	5,331	–	–	0.31%	18
2025 Q4	$642K	Sell	5,331 -1	-0%	-$116	0.21%	20
2025 Q3	$601K	Hold	5,332	–	–	0.2%	20
2025 Q2	$575K	Hold	5,332	–	–	0.21%	20
2025 Q1	$634K	Hold	5,332	–	–	0.25%	19
2024 Q4	$574K	Hold	5,332	–	–	0.23%	18
2024 Q3	$625K	Buy	5,332 +1	+0%	+$115	0.25%	18
2024 Q2	$614K	Buy	5,331 +471	+10%	+$54.9K	0.26%	18
2024 Q1	$565K	Sell	4,860 -224	-4%	-$23.4K	0.25%	18
2023 Q4	$508K	Buy	5,084 +344	+7%	+$36.2K	0.26%	17
2023 Q3	$557K	Hold	4,740	–	–	0.35%	15
2023 Q2	$508K	Hold	4,740	–	–	0.32%	15
2023 Q1	$520K	Hold	4,740	–	–	0.35%	15
2022 Q4	$523K	Sell	4,740 -494	-9%	-$52.9K	0.38%	15
2022 Q3	$457K	Hold	5,234	–	–	0.37%	16
2022 Q2	$448K	Sell	5,234 -212	-4%	-$19.1K	0.36%	17
2022 Q1	$450K	Buy	5,446 +212	+4%	+$16.5K	0.32%	16
2021 Q4	$320K	Sell	5,234 -2,553	-33%	-$160K	0.23%	17
2021 Q3	$458K	Buy	7,787 +1,859	+31%	+$106K	0.36%	15
2021 Q2	$374K	Hold	5,928	–	–	0.29%	17
2021 Q1	$331K	Sell	5,928 -2,403	-29%	-$126K	0.27%	15
2020 Q4	$343K	Buy	+8,331	New	+$312K	0.34%	13

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

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

Roth Financial Partners held its ExxonMobil (XOM) position steady in Q2 2026 at 5,331 shares worth $729K. The position accounts for 0.22% of the portfolio, ranked #19.

Roth Financial Partners first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $904K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Roth Financial Partners held 5,331 shares of ExxonMobil worth $729K as of Q2 2026.
Roth Financial Partners left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.22% of Roth Financial Partners's portfolio in Q2 2026, its #19 holding.
Roth Financial Partners first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
Roth Financial Partners's ExxonMobil position peaked at $904K in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Roth Financial Partners's 13F filing for Q2 2026, filed 14 Jul 2026.