Financial Gravity Asset Management’s ExxonMobil XOM Stock Holding History

Financial Gravity Asset 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 Q1	$1.01M	Buy	5,972 +1,742	+41%	+$254K	0.18%	77
2025 Q4	$509K	Sell	4,230 -245	-5%	-$28.4K	0.1%	83
2025 Q3	$505K	Buy	+4,475	New	+$497K	0.1%	91
2025 Q1	$1.08M	Buy	+9,086	New	+$1M	0.24%	75
2024 Q2	$105K	Sell	911 -199	-18%	-$23.2K	0.03%	177
2024 Q1	$112K	Buy	1,110 +1	+0.1%	+$105	0.03%	176
2023 Q4	$111K	Buy	+1,109	New	+$117K	0.03%	177
2021 Q3	$59K	Sell	7 -1,083	-99%	-$61.7K	0.03%	501
2021 Q2	$131K	Buy	+1,090	New	+$65.1K	0.05%	282
2020 Q4	$1K	Buy	+34	New	+$1.27K	﹤0.01%	465
2019 Q4	$138K	Sell	1,179 -235	-17%	-$16.3K	0.1%	211
2019 Q3	$100K	Buy	1,414 +29	+2%	+$2.1K	0.09%	210
2019 Q2	$106K	Buy	1,385 +6	+0.4%	+$464	0.09%	224
2019 Q1	$113K	Buy	+1,379	New	+$105K	0.09%	192
2018 Q3	$114K	Sell	1,485 -793	-35%	-$64.8K	0.12%	191
2018 Q2	$181K	Sell	2,278 -661	-22%	-$52.7K	0.17%	140
2018 Q1	$226K	Buy	+2,939	New	+$235K	0.23%	76

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 $3.38T AUM 44.17% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Gravity Asset Management's XOM Position: Q1 2026 in Review

Financial Gravity Asset Management increased its ExxonMobil (XOM) stake by 41% in Q1 2026, buying an estimated $254K and bringing the position to 5,972 shares worth $1.01M. The position accounts for 0.18% of the portfolio, ranked #77.

Financial Gravity Asset Management first reported a position in XOM in Q1 2018 and has held it in 17 quarters since. The position peaked at $1.08M in Q1 2025. 4,806 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Financial Gravity Asset Management held 5,972 shares of ExxonMobil worth $1.01M as of Q1 2026.
Financial Gravity Asset Management bought 1,742 ExxonMobil shares in Q1 2026, an estimated $254K.
ExxonMobil made up 0.18% of Financial Gravity Asset Management's portfolio in Q1 2026, its #77 holding.
Financial Gravity Asset Management first reported a position in ExxonMobil in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's ExxonMobil position peaked at $1.08M in Q1 2025.
4,806 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.