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RTD Financial Advisors’s ExxonMobil XOM Stock Holding History

RTD Financial 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
Q3 		$1.41M Sell
8,659
-665
-7% -$104K 0.15% 69
2026
Q2 		$1.27M Buy
9,324
+889
+11% +$133K 0.14% 69
2026
Q1 		$1.43M Buy
8,435
+231
+3% +$33.7K 0.18% 65
2025
Q4 		$987K Buy
8,204
+498
+6% +$57.8K 0.12% 66
2025
Q3 		$869K Hold
7,706
– – 0.1% 68
2025
Q2 		$831K Sell
7,706
-13,373
-63% -$1.43M 0.11% 67
2025
Q1 		$2.51M Buy
21,079
+13,373
+174% +$1.48M 0.34% 47
2024
Q4 		$829K Sell
7,706
-176
-2% -$20.6K 0.11% 66
2024
Q3 		$924K Sell
7,882
-132
-2% -$15.2K 0.12% 65
2024
Q2 		$923K Buy
8,014
+1,058
+15% +$123K 0.12% 63
2024
Q1 		$809K Hold
6,956
– – 0.11% 64
2023
Q4 		$695K Sell
6,956
-2,311
-25% -$243K 0.1% 65
2023
Q3 		$1.09M Hold
9,267
– – 0.17% 57
2023
Q2 		$994K Sell
9,267
-1,345
-13% -$147K 0.14% 59
2023
Q1 		$1.16M Sell
10,612
-1,375
-11% -$152K 0.18% 54
2022
Q4 		$1.32M Buy
11,987
+1,186
+11% +$127K 0.22% 49
2022
Q3 		$943K Sell
10,801
-800
-7% -$73K 0.17% 55
2022
Q2 		$993K Sell
11,601
-58
-0.5% -$5.23K 0.15% 60
2022
Q1 		$963K Sell
11,659
-743
-6% -$57.8K 0.13% 63
2021
Q4 		$759K Buy
+12,402
New +$775K 0.1% 68

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

RTD Financial Advisors's XOM Position: Q3 2026 in Review

RTD Financial Advisors reduced its ExxonMobil (XOM) stake by 7.1% in Q3 2026, selling an estimated $104K and leaving 8,659 shares worth $1.41M. The position accounts for 0.15% of the portfolio, ranked #69.

RTD Financial Advisors first reported a position in XOM in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.51M in Q1 2025. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • RTD Financial Advisors held 8,659 shares of ExxonMobil worth $1.41M as of Q3 2026.
  • RTD Financial Advisors sold 665 ExxonMobil shares in Q3 2026, an estimated $104K.
  • ExxonMobil made up 0.15% of RTD Financial Advisors's portfolio in Q3 2026, its #69 holding.
  • RTD Financial Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 20 quarters since.
  • RTD Financial Advisors's ExxonMobil position peaked at $2.51M in Q1 2025.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on RTD Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.