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RAFFA WEALTH MANAGEMENT, LLC’s ExxonMobil XOM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$216K Sell
1,583
-73
-4% -$10.9K 0.03% 91
2026
Q1 		$281K Buy
1,656
+124
+8% +$18.1K 0.04% 79
2025
Q4 		$184K Buy
1,532
+1,132
+283% +$131K 0.03% 94
2025
Q3 		$45.1K Buy
400
+80
+25% +$8.89K 0.01% 167
2025
Q2 		$34.5K Sell
320
-895
-74% -$95.7K 0.01% 206
2025
Q1 		$145K Hold
1,215
– – 0.03% 96
2024
Q4 		$131K Buy
1,215
+15
+1% +$1.75K 0.03% 98
2024
Q3 		$141K Sell
1,200
-971
-45% -$112K 0.03% 91
2024
Q2 		$250K Buy
2,171
+13
+0.6% +$1.51K 0.07% 74
2024
Q1 		$251K Buy
2,158
+971
+82% +$102K 0.07% 72
2023
Q4 		$119K Sell
1,187
-559
-32% -$58.8K 0.04% 93
2023
Q3 		$205K Buy
1,746
+6
+0.3% +$658 0.07% 64
2023
Q2 		$187K Buy
1,740
+8
+0.5% +$873 0.06% 66
2023
Q1 		$190K Buy
1,732
+849
+96% +$93.9K 0.07% 68
2022
Q4 		$97.4K Hold
883
– – 0.04% 86
2022
Q3 		$77.1K Hold
883
– – 0.03% 107
2022
Q2 		$75.6K Hold
883
– – 0.03% 109
2022
Q1 		$72.9K Hold
883
– – 0.03% 112
2021
Q4 		$54K Hold
883
– – 0.02% 148
2021
Q3 		$51.9K Hold
883
– – 0.02% 129
2021
Q2 		$55.7K Buy
883
+559
+173% +$33.4K 0.02% 126
2021
Q1 		$18.1K Buy
324
+78
+32% +$4.09K 0.01% 206
2020
Q4 		$10.1K Sell
246
-726
-75% -$27.2K ﹤0.01% 248
2020
Q3 		$33.4K Sell
972
-283
-23% -$11.6K 0.01% 144
2020
Q2 		$56.1K Hold
1,255
– – 0.02% 106
2020
Q1 		$47.7K Sell
1,255
-2,379
-65% -$131K 0.02% 105
2019
Q4 		$254K Buy
3,634
+13
+0.4% +$899 0.09% 68
2019
Q3 		$256K Buy
+3,621
New +$262K 0.09% 62
2019
Q2 		– Sell
-1,698
Closed -$137K – 1417
2019
Q1 		$137K Sell
1,698
-89
-5% -$6.79K 0.06% 71
2018
Q4 		$122K Sell
1,787
-1,596
-47% -$125K 0.05% 88
2018
Q3 		$288K Buy
3,383
+7
+0.2% +$572 0.1% 71
2018
Q2 		$279K Buy
3,376
+8
+0.2% +$637 0.1% 55
2018
Q1 		$251K Buy
3,368
+8
+0.2% +$639 0.09% 67
2017
Q4 		$281K Sell
3,360
-201
-6% -$16.6K 0.11% 69
2017
Q3 		$292K Buy
3,561
+8
+0.2% +$635 0.12% 68
2017
Q2 		$287K Buy
3,553
+106
+3% +$8.67K 0.12% 66
2017
Q1 		$283K Sell
3,447
-82
-2% -$6.85K 0.14% 46
2016
Q4 		$319K Sell
3,529
-51
-1% -$4.46K 0.17% 41
2016
Q3 		$312K Sell
3,580
-95
-3% -$8.43K 0.17% 41
2016
Q2 		$344K Buy
3,675
+6
+0.2% +$531 0.19% 32
2016
Q1 		$307K Buy
3,669
+272
+8% +$21.8K 0.18% 40
2015
Q4 		$265K Buy
3,397
+400
+13% +$32K 0.16% 42
2015
Q3 		$223K Hold
2,997
– – 0.13% 45
2015
Q2 		$249K Hold
2,997
– – 0.15% 44
2015
Q1 		$255K Hold
2,997
– – 0.15% 41
2014
Q4 		$277K Hold
2,997
– – 0.17% 38
2014
Q3 		$282K Buy
2,997
+89
+3% +$8.86K 0.21% 36
2014
Q2 		$293K Hold
2,908
– – 0.22% 36
2014
Q1 		$284K Sell
2,908
-89
-3% -$8.48K 0.23% 36
2013
Q4 		$277K Buy
+2,997
New +$277K 0.17% 38

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's XOM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its ExxonMobil (XOM) stake by 4.4% in Q2 2026, selling an estimated $10.9K and leaving 1,583 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #91.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in XOM in Q4 2013 and has held it in 50 quarters since. The position peaked at $344K in Q2 2016. 1,599 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1,583 shares of ExxonMobil worth $216K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 73 ExxonMobil shares in Q2 2026, an estimated $10.9K.
  • ExxonMobil made up 0.03% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #91 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in ExxonMobil in Q4 2013 and has held it in 50 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's ExxonMobil position peaked at $344K in Q2 2016.
  • 1,599 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.