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Roxbury Financial’s ExxonMobil XOM Stock Holding History

Roxbury Financial’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 		$105K Sell
768
-3
-0.4% -$449 0.08% 140
2026
Q1 		$131K Sell
771
-1
-0.1% -$146 0.12% 120
2025
Q4 		$92.9K Sell
772
-3
-0.4% -$348 0.08% 132
2025
Q3 		$87.4K Buy
775
+15
+2% +$1.67K 0.08% 133
2025
Q2 		$82K Hold
760
– – 0.08% 134
2025
Q1 		$84.6K Buy
760
+1
+0.1% +$111 0.08% 129
2024
Q4 		$89.6K Buy
+759
New +$88.8K 0.09% 120

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Roxbury Financial's XOM Position: Q2 2026 in Review

Roxbury Financial reduced its ExxonMobil (XOM) stake by 0.39% in Q2 2026, selling an estimated $449 and leaving 768 shares worth $105K. The position accounts for 0.08% of the portfolio, ranked #140.

Roxbury Financial first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $131K in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Roxbury Financial held 768 shares of ExxonMobil worth $105K as of Q2 2026.
  • Roxbury Financial sold 3 ExxonMobil shares in Q2 2026, an estimated $449.
  • ExxonMobil made up 0.08% of Roxbury Financial's portfolio in Q2 2026, its #140 holding.
  • Roxbury Financial first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's ExxonMobil position peaked at $131K in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.