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Colton Groome Financial Advisors’s ExxonMobil XOM Stock Holding History

Colton Groome Financial Advisors’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 		$489K Sell
3,577
-183
-5% -$27.4K 0.12% 101
2026
Q1 		$638K Sell
3,760
-10
-0.3% -$1.46K 0.18% 73
2025
Q4 		$454K Sell
3,770
-281
-7% -$32.6K 0.13% 86
2025
Q3 		$457K Buy
4,051
+211
+5% +$23.5K 0.14% 84
2025
Q2 		$414K Hold
3,840
– – 0.14% 88
2025
Q1 		$406K Buy
3,840
+20
+0.5% +$2.21K 0.16% 84
2024
Q4 		$411K Sell
3,820
-2,500
-40% -$292K 0.16% 78
2024
Q3 		$741K Sell
6,320
-305
-5% -$35.2K 0.28% 54
2024
Q2 		$763K Buy
6,625
+91
+1% +$10.6K 0.3% 52
2024
Q1 		$760K Sell
6,534
-15
-0.2% -$1.57K 0.31% 51
2023
Q4 		$655K Buy
6,549
+2,500
+62% +$263K 0.29% 59
2023
Q3 		$476K Sell
4,049
-303
-7% -$33.2K 0.24% 70
2023
Q2 		$467K Sell
4,352
-1,060
-20% -$116K 0.22% 76
2023
Q1 		$593K Sell
5,412
-601
-10% -$66.5K 0.28% 70
2022
Q4 		$663K Sell
6,013
-452
-7% -$48.4K 0.33% 56
2022
Q3 		$564K Buy
6,465
+1,333
+26% +$122K 0.29% 57
2022
Q2 		$440K Buy
+5,132
New +$463K 0.22% 57
2022
Q1 		– Sell
-8,971
Closed -$549K – 140
2021
Q4 		$549K Sell
8,971
-4
-0% -$250 0.22% 70
2021
Q3 		$528K Buy
8,975
+25
+0.3% +$1.43K 0.23% 65
2021
Q2 		$565K Buy
+8,950
New +$534K 0.26% 62

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Colton Groome Financial Advisors's XOM Position: Q2 2026 in Review

Colton Groome Financial Advisors reduced its ExxonMobil (XOM) stake by 4.9% in Q2 2026, selling an estimated $27.4K and leaving 3,577 shares worth $489K. The position accounts for 0.12% of the portfolio, ranked #101.

Colton Groome Financial Advisors first reported a position in XOM in Q2 2021 and has held it in 20 quarters since. The position peaked at $763K in Q2 2024. 4,242 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Colton Groome Financial Advisors held 3,577 shares of ExxonMobil worth $489K as of Q2 2026.
  • Colton Groome Financial Advisors sold 183 ExxonMobil shares in Q2 2026, an estimated $27.4K.
  • ExxonMobil made up 0.12% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #101 holding.
  • Colton Groome Financial Advisors first reported a position in ExxonMobil in Q2 2021 and has held it in 20 quarters since.
  • Colton Groome Financial Advisors's ExxonMobil position peaked at $763K in Q2 2024.
  • 4,242 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.