Garde Capital’s ExxonMobil XOM Stock Holding History

Garde Capital’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	$760K	Buy	5,561 +285	+5%	+$42.7K	0.03%	130
2026 Q1	$895K	Sell	5,276 -316	-6%	-$46.1K	0.05%	104
2025 Q4	$673K	Buy	5,592 +21	+0.4%	+$2.44K	0.04%	127
2025 Q3	$628K	Buy	5,571 +716	+15%	+$79.6K	0.03%	150
2025 Q2	$523K	Buy	4,855 +107	+2%	+$11.4K	0.03%	154
2025 Q1	$565K	Sell	4,748 -335	-7%	-$37K	0.03%	148
2024 Q4	$547K	Buy	5,083 +1,077	+27%	+$126K	0.04%	137
2024 Q3	$470K	Sell	4,006 -78	-2%	-$9.01K	0.03%	143
2024 Q2	$470K	Sell	4,084 -359	-8%	-$41.8K	0.03%	138
2024 Q1	$516K	Sell	4,443 -699	-14%	-$73.1K	0.04%	136
2023 Q4	$514K	Buy	5,142 +26	+0.5%	+$2.73K	0.04%	134
2023 Q3	$602K	Sell	5,116 -335	-6%	-$36.7K	0.05%	119
2023 Q2	$585K	Hold	5,451	–	–	0.05%	130
2023 Q1	$598K	Hold	5,451	–	–	0.07%	110
2022 Q4	$601K	Buy	5,451 +48	+0.9%	+$5.14K	0.07%	106
2022 Q3	$472K	Hold	5,403	–	–	0.06%	112
2022 Q2	$463K	Sell	5,403 -23,743	-81%	-$2.14M	0.06%	119
2022 Q1	$2.41M	Sell	29,146 -3,336	-10%	-$259K	0.25%	54
2021 Q4	$1.99M	Sell	32,482 -2,549	-7%	-$159K	0.19%	59
2021 Q3	$2.06M	Sell	35,031 -35	-0.1%	-$2K	0.21%	54
2021 Q2	$2.21M	Sell	35,066 -200	-0.6%	-$11.9K	0.23%	51
2021 Q1	$1.97M	Sell	35,266 -1,097	-3%	-$57.5K	0.23%	52
2020 Q4	$1.5M	Sell	36,363 -2,605	-7%	-$97.7K	0.18%	56
2020 Q3	$1.34M	Buy	38,968 +3,732	+11%	+$153K	0.2%	54
2020 Q2	$1.58M	Buy	+35,236	New	+$1.58M	0.23%	49
2020 Q1	–	Sell	-6,566	Closed	-$458K	–	139
2019 Q4	$458K	Buy	6,566 +250	+4%	+$17.3K	0.07%	96
2019 Q3	$446K	Buy	6,316 +339	+6%	+$24.5K	0.07%	92
2019 Q2	$458K	Buy	5,977 +881	+17%	+$68.2K	0.08%	91
2019 Q1	$412K	Sell	5,096 -8,808	-63%	-$672K	0.07%	97
2018 Q4	$948K	Sell	13,904 -1,651	-11%	-$130K	0.17%	76
2018 Q3	$1.22M	Sell	15,555 -384	-2%	-$31.4K	0.2%	62
2018 Q2	$1.32M	Hold	15,939	–	–	0.23%	53
2018 Q1	$1.19M	Buy	15,939 +797	+5%	+$63.7K	0.22%	55
2017 Q4	$1.27M	Sell	15,142 -188	-1%	-$15.5K	0.24%	56
2017 Q3	$1.26M	Buy	15,330 +8,825	+136%	+$701K	0.25%	53
2017 Q2	$525K	Sell	6,505 -1,000	-13%	-$81.8K	0.13%	66
2017 Q1	$615K	Hold	7,505	–	–	0.16%	56
2016 Q4	$677K	Sell	7,505 -10,290	-58%	-$899K	0.19%	52
2016 Q3	$1.32M	Buy	17,795 +10,013	+129%	+$888K	0.42%	45
2016 Q2	$729K	Hold	7,782	–	–	0.24%	45
2016 Q1	$650K	Buy	7,782 +962	+14%	+$77K	0.22%	48
2015 Q4	$532K	Sell	6,820 -10,975	-62%	-$877K	0.19%	61
2015 Q3	$1.32M	Hold	17,795	–	–	0.42%	45
2015 Q2	$1.48M	Buy	17,795 +115	+0.7%	+$9.89K	0.45%	45
2015 Q1	$1.5M	Buy	17,680 +485	+3%	+$43K	0.46%	46
2014 Q4	$1.59M	Buy	17,195 +10,949	+175%	+$1.02M	0.49%	44
2014 Q3	$587K	Hold	6,246	–	–	0.23%	60
2014 Q2	$629K	Buy	+6,246	New	+$630K	0.25%	55

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Garde Capital's XOM Position: Q2 2026 in Review

Garde Capital increased its ExxonMobil (XOM) stake by 5.4% in Q2 2026, buying an estimated $42.7K and bringing the position to 5,561 shares worth $760K. The position accounts for 0.03% of the portfolio, ranked #130.

Garde Capital first reported a position in XOM in Q2 2014 and has held it in 48 quarters since. The position peaked at $2.41M in Q1 2022. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Garde Capital held 5,561 shares of ExxonMobil worth $760K as of Q2 2026.
Garde Capital bought 285 ExxonMobil shares in Q2 2026, an estimated $42.7K.
ExxonMobil made up 0.03% of Garde Capital's portfolio in Q2 2026, its #130 holding.
Garde Capital first reported a position in ExxonMobil in Q2 2014 and has held it in 48 quarters since.
Garde Capital's ExxonMobil position peaked at $2.41M in Q1 2022.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.