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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
Q3 		$868K Hold
5,331
– – 0.26% 20
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

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Roth Financial Partners held its ExxonMobil (XOM) position steady in Q3 2026 at 5,331 shares worth $868K. The position accounts for 0.26% of the portfolio, ranked #20.

Roth Financial Partners first reported a position in XOM in Q4 2020 and has held it in 24 quarters since. The position peaked at $904K in Q1 2026. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Roth Financial Partners held 5,331 shares of ExxonMobil worth $868K as of Q3 2026.
  • Roth Financial Partners left its ExxonMobil share count unchanged in Q3 2026.
  • ExxonMobil made up 0.26% of Roth Financial Partners's portfolio in Q3 2026, its #20 holding.
  • Roth Financial Partners first reported a position in ExxonMobil in Q4 2020 and has held it in 24 quarters since.
  • Roth Financial Partners's ExxonMobil position peaked at $904K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Roth Financial Partners's 13F filing for Q3 2026, filed 6 Oct 2026.