GFA
XOM icon

Gallagher Fiduciary Advisors’s ExxonMobil XOM Stock Holding History

Gallagher Fiduciary 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 		$2.7M Sell
19,767
-723
-4% -$108K 0.09% 64
2026
Q1 		$3.48M Sell
20,490
-366
-2% -$53.4K 0.14% 34
2025
Q4 		$2.51M Buy
20,856
+491
+2% +$56.9K 0.08% 60
2025
Q3 		$2.3M Sell
20,365
-4,825
-19% -$536K 0.08% 49
2025
Q2 		$2.72M Sell
25,190
-155
-0.6% -$16.6K 0.11% 40
2025
Q1 		$3.01M Buy
25,345
+1,000
+4% +$111K 0.1% 50
2024
Q4 		$2.62M Buy
24,345
+2,058
+9% +$241K 0.51% 31
2024
Q3 		$2.61M Sell
22,287
-716
-3% -$82.7K 0.53% 29
2024
Q2 		$2.65M Buy
23,003
+2,442
+12% +$284K 0.59% 25
2024
Q1 		$2.39M Buy
20,561
+2,015
+11% +$211K 0.08% 35
2023
Q4 		$1.85M Buy
18,546
+1,353
+8% +$142K 0.06% 35
2023
Q3 		$2.02M Sell
17,193
-388
-2% -$42.6K 0.18% 32
2023
Q2 		$1.89M Sell
17,581
-323
-2% -$35.2K 0.14% 37
2023
Q1 		$1.96M Buy
+17,904
New +$1.98M 0.16% 37

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

Gallagher Fiduciary Advisors's XOM Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its ExxonMobil (XOM) stake by 3.5% in Q2 2026, selling an estimated $108K and leaving 19,767 shares worth $2.7M. The position accounts for 0.09% of the portfolio, ranked #64.

Gallagher Fiduciary Advisors first reported a position in XOM in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.48M in Q1 2026. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Gallagher Fiduciary Advisors held 19,767 shares of ExxonMobil worth $2.7M as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 723 ExxonMobil shares in Q2 2026, an estimated $108K.
  • ExxonMobil made up 0.09% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #64 holding.
  • Gallagher Fiduciary Advisors first reported a position in ExxonMobil in Q1 2023 and has held it in 14 quarters since.
  • Gallagher Fiduciary Advisors's ExxonMobil position peaked at $3.48M in Q1 2026.
  • 4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.