Ruedi Wealth Management’s ExxonMobil XOM Stock Holding History

Ruedi Wealth Management’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	$393K	Hold	2,874	–	–	0.09%	50
2026 Q1	$488K	Hold	2,874	–	–	0.13%	41
2025 Q4	$346K	Hold	2,874	–	–	0.09%	49
2025 Q3	$324K	Hold	2,874	–	–	0.09%	50
2025 Q2	$310K	Hold	2,874	–	–	0.09%	49
2025 Q1	$342K	Hold	2,874	–	–	0.11%	43
2024 Q4	$309K	Hold	2,874	–	–	0.1%	43
2024 Q3	$337K	Sell	2,874 -218	-7%	-$25.2K	0.12%	43
2024 Q2	$356K	Hold	3,092	–	–	0.14%	42
2024 Q1	$359K	Hold	3,092	–	–	0.15%	40
2023 Q4	$309K	Hold	3,092	–	–	0.15%	40
2023 Q3	$364K	Buy	3,092 +88	+3%	+$9.65K	0.21%	31
2023 Q2	$322K	Hold	3,004	–	–	0.19%	31
2023 Q1	$329K	Hold	3,004	–	–	0.21%	31
2022 Q4	$331K	Buy	+3,004	New	+$322K	0.23%	30

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ruedi Wealth Management's XOM Position: Q2 2026 in Review

Ruedi Wealth Management held its ExxonMobil (XOM) position steady in Q2 2026 at 2,874 shares worth $393K. The position accounts for 0.09% of the portfolio, ranked #50.

Ruedi Wealth Management first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $488K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Ruedi Wealth Management held 2,874 shares of ExxonMobil worth $393K as of Q2 2026.
Ruedi Wealth Management left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.09% of Ruedi Wealth Management's portfolio in Q2 2026, its #50 holding.
Ruedi Wealth Management first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
Ruedi Wealth Management's ExxonMobil position peaked at $488K in Q1 2026.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Ruedi Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.