Ruggaard & Associates’s ExxonMobil XOM Stock Holding History

Ruggaard & Associates’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	$980K	Buy	5,774 +100	+2%	+$14.6K	0.39%	41
2025 Q4	$683K	Buy	5,674 +100	+2%	+$11.6K	0.27%	50
2025 Q3	$629K	Sell	5,574 -10	-0.2%	-$1.11K	0.24%	55
2025 Q2	$602K	Buy	5,584 +10	+0.2%	+$1.07K	0.24%	55
2025 Q1	$663K	Buy	5,574 +19	+0.3%	+$2.1K	0.29%	45
2024 Q4	$598K	Hold	5,555	–	–	0.26%	49
2024 Q3	$651K	Hold	5,555	–	–	0.28%	49
2024 Q2	$640K	Buy	5,555 +1,072	+24%	+$125K	0.3%	47
2024 Q1	$521K	Hold	4,483	–	–	0.25%	55
2023 Q4	$448K	Buy	4,483 +100	+2%	+$10.5K	0.24%	61
2023 Q3	$515K	Sell	4,383 -1,245	-22%	-$137K	0.31%	51
2023 Q2	$604K	Hold	5,628	–	–	0.35%	39
2023 Q1	$617K	Buy	+5,628	New	+$623K	0.38%	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

Ruggaard & Associates's XOM Position: Q1 2026 in Review

Ruggaard & Associates increased its ExxonMobil (XOM) stake by 1.8% in Q1 2026, buying an estimated $14.6K and bringing the position to 5,774 shares worth $980K. The position accounts for 0.39% of the portfolio, ranked #41.

Ruggaard & Associates first reported a position in XOM in Q1 2023 and has held it in 13 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Ruggaard & Associates held 5,774 shares of ExxonMobil worth $980K as of Q1 2026.
Ruggaard & Associates bought 100 ExxonMobil shares in Q1 2026, an estimated $14.6K.
ExxonMobil made up 0.39% of Ruggaard & Associates's portfolio in Q1 2026, its #41 holding.
Ruggaard & Associates first reported a position in ExxonMobil in Q1 2023 and has held it in 13 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.