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RVW Wealth’s ExxonMobil XOM Stock Holding History

RVW Wealth’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 		$922K Hold
6,744
– – 0.06% 82
2026
Q1 		$1.14M Sell
6,744
-1,340
-17% -$196K 0.09% 69
2025
Q4 		$973K Buy
8,084
+13
+0.2% +$1.51K 0.07% 75
2025
Q3 		$910K Hold
8,071
– – 0.07% 76
2025
Q2 		$870K Sell
8,071
-272
-3% -$29.1K 0.07% 76
2025
Q1 		$992K Buy
8,343
+3,026
+57% +$335K 0.09% 66
2024
Q4 		$572K Buy
5,317
+2
+0% +$234 0.05% 82
2024
Q3 		$623K Sell
5,315
-100
-2% -$11.5K 0.06% 81
2024
Q2 		$623K Buy
5,415
+113
+2% +$13.2K 0.06% 78
2024
Q1 		$616K Sell
5,302
-297
-5% -$31.1K 0.06% 84
2023
Q4 		$560K Hold
5,599
– – 0.06% 88
2023
Q3 		$658K Sell
5,599
-227
-4% -$24.9K 0.08% 81
2023
Q2 		$625K Buy
5,826
+227
+4% +$24.8K 0.07% 88
2023
Q1 		$614K Sell
5,599
-593
-10% -$65.6K 0.08% 90
2022
Q4 		$683K Buy
6,192
+1,093
+21% +$117K 0.09% 85
2022
Q3 		$445K Buy
5,099
+200
+4% +$18.3K 0.06% 99
2022
Q2 		$420K Buy
4,899
+33
+0.7% +$2.98K 0.06% 98
2022
Q1 		$402K Buy
4,866
+182
+4% +$14.1K 0.05% 104
2021
Q4 		$287K Buy
4,684
+177
+4% +$11.1K 0.03% 110
2021
Q3 		$0 Buy
+4,507
New +$257K ﹤0.01% 122

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

RVW Wealth's XOM Position: Q2 2026 in Review

RVW Wealth held its ExxonMobil (XOM) position steady in Q2 2026 at 6,744 shares worth $922K. The position accounts for 0.06% of the portfolio, ranked #82.

RVW Wealth first reported a position in XOM in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.14M in Q1 2026. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • RVW Wealth held 6,744 shares of ExxonMobil worth $922K as of Q2 2026.
  • RVW Wealth left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.06% of RVW Wealth's portfolio in Q2 2026, its #82 holding.
  • RVW Wealth first reported a position in ExxonMobil in Q3 2021 and has held it in 20 quarters since.
  • RVW Wealth's ExxonMobil position peaked at $1.14M in Q1 2026.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.