RW Investment Management’s ExxonMobil XOM Stock Holding History

RW Investment 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	$1.02M	Sell	7,485 -154	-2%	-$23K	0.09%	48
2026 Q1	$1.3M	Buy	+7,639	New	+$1.11M	0.13%	37
2025 Q3	$982K	Buy	8,706 +34	+0.4%	+$3.78K	0.1%	39
2025 Q2	$935K	Buy	8,672 +607	+8%	+$64.9K	0.1%	41
2025 Q1	$959K	Buy	8,065 +398	+5%	+$44K	0.12%	36
2024 Q4	$825K	Sell	7,667 -719	-9%	-$84.1K	0.1%	43
2024 Q3	$983K	Sell	8,386 -222	-3%	-$25.6K	0.12%	40
2024 Q2	$991K	Sell	8,608 -277	-3%	-$32.3K	0.13%	35
2024 Q1	$1.03M	Buy	8,885 +503	+6%	+$52.6K	0.14%	35
2023 Q4	$838K	Buy	8,382 +29	+0.3%	+$3.05K	0.13%	34
2023 Q3	$982K	Buy	8,353 +8	+0.1%	+$877	0.18%	28
2023 Q2	$895K	Sell	8,345 -484	-5%	-$52.8K	0.19%	32
2023 Q1	$968K	Sell	8,829 -454	-5%	-$50.2K	0.27%	29
2022 Q4	$1.02M	Buy	+9,283	New	+$995K	0.4%	24

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

RW Investment Management's XOM Position: Q2 2026 in Review

RW Investment Management reduced its ExxonMobil (XOM) stake by 2% in Q2 2026, selling an estimated $23K and leaving 7,485 shares worth $1.02M. The position accounts for 0.09% of the portfolio, ranked #48.

RW Investment Management first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.3M in Q1 2026. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

RW Investment Management held 7,485 shares of ExxonMobil worth $1.02M as of Q2 2026.
RW Investment Management sold 154 ExxonMobil shares in Q2 2026, an estimated $23K.
ExxonMobil made up 0.09% of RW Investment Management's portfolio in Q2 2026, its #48 holding.
RW Investment Management first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
RW Investment Management's ExxonMobil position peaked at $1.3M in Q1 2026.
4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.