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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
-1,478
-62% -$172K 0.03% 177
2024
Q1 		$261K Sell
2,389
-7,989
-77% -$836K 0.04% 167
2023
Q4 		$1.03M Buy
10,378
+1,109
+12% +$117K 0.01% 361
2023
Q3 		$914K Buy
9,269
+8,697
+1,520% +$954K 0.01% 368
2023
Q2 		$22.6K Buy
572
+46
+9% +$5.02K 0.06% 135
2023
Q1 		$13.9K Buy
526
+416
+378% +$46K 0.43% 46
2022
Q4 		$11.7K Sell
110
-1,804
-94% -$193K 0.06% 207
2022
Q3 		$6.62K Sell
1,914
-150
-7% -$13.7K 0.22% 76
2022
Q2 		$6.67K Buy
2,064
+72
+4% +$6.49K 0.21% 94
2022
Q1 		$8.85K Buy
1,992
+1,382
+227% +$107K 0.25% 92
2021
Q4 		$386 Buy
610
+603
+8,614% +$37.7K 0.01% 526
2021
Q3 		$59K Sell
7
-1,083
-99% -$61.7K 0.03% 501
2021
Q2 		$131K Sell
1,090
-3,067
-74% -$183K 0.05% 282
2021
Q1 		$985 Buy
4,157
+4,123
+12,126% +$216K 0.02% 296
2020
Q4 		$1K Buy
+34
New +$1.27K ﹤0.01% 465
2020
Q2 		– Sell
-165
Closed -$4.17K – 950
2020
Q1 		$4.17K Sell
165
-1,014
-86% -$56K 0.01% 346
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 27 quarters since. The position peaked at $1.08M in Q1 2025. 4,769 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 27 quarters since.
  • Financial Gravity Asset Management's ExxonMobil position peaked at $1.08M in Q1 2025.
  • 4,769 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.