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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gallagher Fiduciary Advisors's XOM Position: Q1 2026 in Review

Gallagher Fiduciary Advisors reduced its ExxonMobil (XOM) stake by 1.8% in Q1 2026, selling an estimated $53.4K and leaving 20,490 shares worth $3.48M. The position accounts for 0.14% of the portfolio, ranked #34.

Gallagher Fiduciary Advisors first reported a position in XOM in Q1 2023 and has held it in 13 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Gallagher Fiduciary Advisors held 20,490 shares of ExxonMobil worth $3.48M as of Q1 2026.
Gallagher Fiduciary Advisors sold 366 ExxonMobil shares in Q1 2026, an estimated $53.4K.
ExxonMobil made up 0.14% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #34 holding.
Gallagher Fiduciary Advisors first reported a position in ExxonMobil in Q1 2023 and has held it in 13 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.