RPg Family Wealth Advisory’s ExxonMobil XOM Stock Holding History

RPg Family Wealth Advisory’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 Q1	$12.6M	Sell	73,986 -756	-1%	-$110K	2.62%	5
2025 Q4	$8.99M	Buy	74,742 +31,350	+72%	+$3.64M	1.98%	16
2025 Q3	$4.89M	Hold	43,392	–	–	1.07%	38
2025 Q2	$4.68M	Buy	43,392 +39,859	+1,128%	+$4.26M	1.24%	35
2025 Q1	$420K	Buy	+3,533	New	+$391K	0.12%	87
2024 Q4	–	Sell	-66,372	Closed	-$7.78M	–	84
2024 Q3	$7.78M	Buy	66,372 +1,650	+3%	+$191K	2.51%	17
2024 Q2	$7.45M	Buy	64,722 +64	+0.1%	+$7.45K	2.45%	11
2024 Q1	$7.52M	Buy	64,658 +798	+1%	+$83.5K	2.38%	10
2023 Q4	$6.38M	Buy	63,860 +3,142	+5%	+$330K	2.36%	10
2023 Q3	$7.14M	Buy	60,718 +714	+1%	+$78.3K	2.93%	3
2023 Q2	$6.44M	Sell	60,004 -7,144	-11%	-$779K	2.58%	7
2023 Q1	$7.36M	Buy	67,148 +3,594	+6%	+$398K	4.05%	3
2022 Q4	$7.01M	Sell	63,554 -2,656	-4%	-$285K	4.8%	1
2022 Q3	$6.39M	Buy	66,210 +209	+0.3%	+$19.1K	3.36%	5
2022 Q2	$5.65M	Sell	66,001 -220	-0.3%	-$19.8K	3.37%	7
2022 Q1	$5.47M	Buy	66,221 +62,358	+1,614%	+$4.85M	2.33%	14
2021 Q4	$236K	Hold	3,863	–	–	0.09%	108
2021 Q3	$227K	Buy	3,863 +36	+0.9%	+$2.05K	0.1%	114
2021 Q2	$241K	Buy	+3,827	New	+$228K	0.1%	117
2020 Q4	$162K	Sell	3,937 -42,309	-91%	-$1.59M	0.08%	126
2020 Q3	$1.59M	Buy	46,246 +41,357	+846%	+$1.69M	0.83%	44
2020 Q2	$219K	Hold	4,889	–	–	0.13%	107
2020 Q1	$186K	Buy	4,889 +1,290	+36%	+$71.2K	0.14%	90
2019 Q4	$251K	Sell	3,599 -1,642	-31%	-$114K	0.14%	89
2019 Q3	$370K	Hold	5,241	–	–	0.22%	79
2019 Q2	$402K	Buy	5,241 +62	+1%	+$4.8K	0.24%	76
2019 Q1	$418K	Buy	5,179 +603	+13%	+$46K	0.25%	75
2018 Q4	$312K	Sell	4,576 -290	-6%	-$22.8K	0.3%	44
2018 Q3	$414K	Sell	4,866 -200	-4%	-$16.4K	0.31%	47
2018 Q2	$419K	Sell	5,066 -687	-12%	-$54.7K	0.33%	48
2018 Q1	$429K	Sell	5,753 -225	-4%	-$18K	0.35%	40
2017 Q4	$500K	Buy	5,978 +25	+0.4%	+$2.07K	0.42%	36
2017 Q3	$488K	Buy	5,953 +225	+4%	+$17.9K	0.4%	35
2017 Q2	$462K	Buy	5,728 +176	+3%	+$14.4K	0.4%	35
2017 Q1	$455K	Buy	5,552 +410	+8%	+$34.3K	0.38%	38
2016 Q4	$464K	Buy	5,142 +228	+5%	+$19.9K	0.4%	40
2016 Q3	$429K	Sell	4,914 -6,697	-58%	-$594K	0.3%	46
2016 Q2	$1.09M	Buy	11,611 +5,783	+99%	+$511K	0.48%	36
2016 Q1	$487K	Buy	5,828 +304	+6%	+$24.3K	0.38%	45
2015 Q4	$431K	Buy	+5,524	New	+$442K	0.4%	32

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RPg Family Wealth Advisory's XOM Position: Q1 2026 in Review

RPg Family Wealth Advisory reduced its ExxonMobil (XOM) stake by 1% in Q1 2026, selling an estimated $110K and leaving 73,986 shares worth $12.6M. The position accounts for 2.62% of the portfolio, ranked #5.

RPg Family Wealth Advisory first reported a position in XOM in Q4 2015 and has held it in 40 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

RPg Family Wealth Advisory held 73,986 shares of ExxonMobil worth $12.6M as of Q1 2026.
RPg Family Wealth Advisory sold 756 ExxonMobil shares in Q1 2026, an estimated $110K.
ExxonMobil made up 2.62% of RPg Family Wealth Advisory's portfolio in Q1 2026, its #5 holding.
RPg Family Wealth Advisory first reported a position in ExxonMobil in Q4 2015 and has held it in 40 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2026, filed 14 May 2026.