RWA Wealth Partners’s ExxonMobil XOM Stock Holding History

RWA Wealth Partners’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	$64.9M	Buy	474,342 +175,117	+59%	+$26.2M	0.62%	27
2026 Q1	$50.8M	Buy	299,225 +27,285	+10%	+$3.98M	0.56%	28
2025 Q4	$32.7M	Buy	271,940 +37,032	+16%	+$4.3M	0.36%	46
2025 Q3	$26.5M	Sell	234,908 -15,017	-6%	-$1.67M	0.3%	53
2025 Q2	$26.9M	Buy	249,925 +41,234	+20%	+$4.41M	0.34%	49
2025 Q1	$24.8M	Sell	208,691 -27,252	-12%	-$3.01M	0.31%	53
2024 Q4	$25.4M	Sell	235,943 -52,904	-18%	-$6.19M	0.31%	53
2024 Q3	$33.9M	Buy	288,847 +16,061	+6%	+$1.85M	0.42%	41
2024 Q2	$31.4M	Sell	272,786 -746	-0.3%	-$86.9K	0.41%	41
2024 Q1	$31.8M	Sell	273,532 -431	-0.2%	-$45.1K	0.43%	36
2023 Q4	$27.4M	Buy	273,963 +228,735	+506%	+$24M	0.39%	39
2023 Q3	$5.32M	Buy	45,228 +3,372	+8%	+$370K	0.12%	78
2023 Q2	$4.49M	Buy	41,856 +20,706	+98%	+$2.26M	0.1%	82
2023 Q1	$2.32M	Buy	21,150 +1,512	+8%	+$167K	0.06%	94
2022 Q4	$2.19M	Buy	19,638 +614	+3%	+$65.8K	0.05%	103
2022 Q3	$1.66M	Sell	19,024 -7,798	-29%	-$712K	0.12%	95
2022 Q2	$2.3M	Buy	26,822 +7,482	+39%	+$675K	0.16%	88
2022 Q1	$1.6M	Buy	19,340 +1,228	+7%	+$95.5K	0.1%	109
2021 Q4	$1.11M	Sell	18,112 -954	-5%	-$59.6K	0.07%	129
2021 Q3	$1.12M	Sell	19,066 -193	-1%	-$11K	0.08%	115
2021 Q2	$1.22M	Sell	19,259 -3,221	-14%	-$192K	0.09%	114
2021 Q1	$1.25M	Buy	22,480 +702	+3%	+$36.8K	0.1%	112
2020 Q4	$898K	Buy	21,778 +962	+5%	+$36.1K	0.08%	127
2020 Q3	$715K	Sell	20,816 -1,450	-7%	-$59.3K	0.08%	126
2020 Q2	$996K	Sell	22,266 -3,038	-12%	-$136K	0.12%	102
2020 Q1	$961K	Sell	25,304 -503	-2%	-$27.8K	0.14%	100
2019 Q4	$1.8M	Sell	25,807 -81	-0.3%	-$5.6K	0.18%	95
2019 Q3	$1.83M	Sell	25,888 -1,891	-7%	-$137K	0.19%	96
2019 Q2	$2.13M	Sell	27,779 -41,644	-60%	-$3.22M	0.23%	87
2019 Q1	$5.61M	Buy	69,423 +485	+0.7%	+$37K	0.64%	38
2018 Q4	$4.7M	Sell	68,938 -1,527	-2%	-$120K	0.62%	44
2018 Q3	$5.99M	Buy	70,465 +4,388	+7%	+$359K	0.67%	33
2018 Q2	$5.47M	Buy	66,077 +7,076	+12%	+$564K	0.61%	38
2018 Q1	$4.4M	Sell	59,001 -34,486	-37%	-$2.76M	0.57%	38
2017 Q4	$7.82M	Sell	93,487 -1,024	-1%	-$84.7K	0.88%	23
2017 Q3	$7.75M	Buy	94,511 +1,324	+1%	+$105K	0.87%	23
2017 Q2	$7.52M	Buy	93,187 +1,952	+2%	+$160K	0.92%	27
2017 Q1	$7.48M	Buy	91,235 +79,401	+671%	+$6.63M	0.98%	21
2016 Q4	$1.07M	Buy	+11,834	New	+$1.03M	0.97%	6

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

RWA Wealth Partners's XOM Position: Q2 2026 in Review

RWA Wealth Partners increased its ExxonMobil (XOM) stake by 59% in Q2 2026, buying an estimated $26.2M and bringing the position to 474,342 shares worth $64.9M. The position accounts for 0.62% of the portfolio, ranked #27.

RWA Wealth Partners first reported a position in XOM in Q4 2016 and has held it in 39 quarters since. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

RWA Wealth Partners held 474,342 shares of ExxonMobil worth $64.9M as of Q2 2026.
RWA Wealth Partners bought 175,117 ExxonMobil shares in Q2 2026, an estimated $26.2M.
ExxonMobil made up 0.62% of RWA Wealth Partners's portfolio in Q2 2026, its #27 holding.
RWA Wealth Partners first reported a position in ExxonMobil in Q4 2016 and has held it in 39 quarters since.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.