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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

RTD Financial Advisors's XOM Position: Q2 2026 in Review

RTD Financial Advisors increased its ExxonMobil (XOM) stake by 11% in Q2 2026, buying an estimated $133K and bringing the position to 9,324 shares worth $1.27M. The position accounts for 0.14% of the portfolio, ranked #69.

RTD Financial Advisors first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.51M in Q1 2025. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • RTD Financial Advisors held 9,324 shares of ExxonMobil worth $1.27M as of Q2 2026.
  • RTD Financial Advisors bought 889 ExxonMobil shares in Q2 2026, an estimated $133K.
  • ExxonMobil made up 0.14% of RTD Financial Advisors's portfolio in Q2 2026, its #69 holding.
  • RTD Financial Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • RTD Financial Advisors's ExxonMobil position peaked at $2.51M in Q1 2025.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.