Roosevelt Capital Management LLC’s ExxonMobil XOM Stock Holding History

Roosevelt Capital 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 Q3	$929K	Buy	+5,707	New	+$892K	5.82%	6

Other funds holding XOM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Roosevelt Capital Management LLC's XOM Position: Q3 2026 in Review

Roosevelt Capital Management LLC opened a new position in ExxonMobil (XOM) in Q3 2026: 5,707 shares worth $929K. The stake represents 5.82% of the portfolio and ranks #6 among its holdings.

3,050 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Roosevelt Capital Management LLC held 5,707 shares of ExxonMobil worth $929K as of Q3 2026.
ExxonMobil was a new Roosevelt Capital Management LLC position in Q3 2026.
ExxonMobil made up 5.82% of Roosevelt Capital Management LLC's portfolio in Q3 2026, its #6 holding.
3,050 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Roosevelt Capital Management LLC's 13F filing for Q3 2026, filed 10 Nov 2026.