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Galvin Gaustad & Stein’s ExxonMobil XOM Stock Holding History

Galvin Gaustad & Stein’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
Q3 		$2.68M Sell
16,481
-2,496
-13% -$390K 0.2% 87
2026
Q2 		$2.59M Sell
18,977
-168
-0.9% -$25.1K 0.19% 90
2026
Q1 		$3.25M Sell
19,145
-908
-5% -$133K 0.26% 76
2025
Q4 		$2.41M Buy
20,053
+41
+0.2% +$4.75K 0.19% 86
2025
Q3 		$2.26M Sell
20,012
-206
-1% -$22.9K 0.18% 76
2025
Q2 		$2.18M Sell
20,218
-482
-2% -$51.5K 0.19% 77
2025
Q1 		$2.46M Sell
20,700
-644
-3% -$71.2K 0.22% 69
2024
Q4 		$2.3M Buy
21,344
+354
+2% +$41.4K 0.21% 69
2024
Q3 		$2.46M Sell
20,990
-593
-3% -$68.5K 0.22% 66
2024
Q2 		$2.48M Sell
21,583
-838
-4% -$97.6K 0.23% 63
2024
Q1 		$2.61M Sell
22,421
-371
-2% -$38.8K 0.24% 62
2023
Q4 		$2.28M Sell
22,792
-1,166
-5% -$123K 0.21% 67
2023
Q3 		$2.82M Sell
23,958
-1,895
-7% -$208K 0.29% 65
2023
Q2 		$2.77M Sell
25,853
-3,470
-12% -$379K 0.27% 68
2023
Q1 		$3.22M Sell
29,323
-168,978
-85% -$18.7M 0.32% 65
2022
Q4 		$21.9M Sell
198,301
-19,870
-9% -$2.13M 2.2% 10
2022
Q3 		$19M Buy
218,171
+9,382
+4% +$857K 2.02% 13
2022
Q2 		$17.9M Sell
208,789
-6,866
-3% -$619K 1.81% 22
2022
Q1 		$17.8M Sell
215,655
-318
-0.1% -$24.7K 1.61% 24
2021
Q4 		$13.2M Buy
215,973
+35,957
+20% +$2.25M 1.14% 38
2021
Q3 		$10.6M Buy
180,016
+20,748
+13% +$1.18M 1.02% 42
2021
Q2 		$10M Buy
159,268
+15,570
+11% +$930K 0.96% 42
2021
Q1 		$8.02M Buy
143,698
+3,634
+3% +$191K 0.81% 50
2020
Q4 		$5.77M Buy
+140,064
New +$5.25M 0.61% 57

Other funds holding XOM

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Galvin Gaustad & Stein's XOM Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its ExxonMobil (XOM) stake by 13% in Q3 2026, selling an estimated $390K and leaving 16,481 shares worth $2.68M. The position accounts for 0.2% of the portfolio, ranked #87.

Galvin Gaustad & Stein first reported a position in XOM in Q4 2020 and has held it in 24 quarters since. The position peaked at $21.9M in Q4 2022. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Galvin Gaustad & Stein held 16,481 shares of ExxonMobil worth $2.68M as of Q3 2026.
  • Galvin Gaustad & Stein sold 2,496 ExxonMobil shares in Q3 2026, an estimated $390K.
  • ExxonMobil made up 0.2% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #87 holding.
  • Galvin Gaustad & Stein first reported a position in ExxonMobil in Q4 2020 and has held it in 24 quarters since.
  • Galvin Gaustad & Stein's ExxonMobil position peaked at $21.9M in Q4 2022.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.