Garrett Wealth Advisory Group’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.1M | Sell |
44,617
-778
| -2% | -$116K | 0.94% | 21 |
|
|
2026
Q1 | $7.7M | Buy |
45,395
+1,877
| +4% | +$274K | 1.37% | 17 |
|
|
2025
Q4 | $5.24M | Buy |
43,518
+144
| +0.3% | +$16.7K | 0.99% | 18 |
|
|
2025
Q3 | $4.89M | Buy |
43,374
+868
| +2% | +$96.5K | 0.95% | 17 |
|
|
2025
Q2 | $4.58M | Buy |
42,506
+283
| +0.7% | +$30.3K | 0.97% | 16 |
|
|
2025
Q1 | $5.02M | Buy |
42,223
+661
| +2% | +$73.1K | 1.12% | 16 |
|
|
2024
Q4 | $4.47M | Buy |
41,562
+1,629
| +4% | +$191K | 1.02% | 16 |
|
|
2024
Q3 | $4.68M | Buy |
39,933
+11,956
| +43% | +$1.38M | 1.16% | 16 |
|
|
2024
Q2 | $3.22M | Buy |
27,977
+12,052
| +76% | +$1.4M | 1.18% | 18 |
|
|
2024
Q1 | $1.85M | Buy |
15,925
+2,325
| +17% | +$243K | 0.76% | 20 |
|
|
2023
Q4 | $1.36M | Sell |
13,600
-336
| -2% | -$35.3K | 0.57% | 21 |
|
|
2023
Q3 | $1.64M | Sell |
13,936
-2,508
| -15% | -$275K | 0.75% | 21 |
|
|
2023
Q2 | $1.76M | Sell |
16,444
-957
| -5% | -$104K | 0.78% | 22 |
|
|
2023
Q1 | $1.91M | Sell |
17,401
-2,677
| -13% | -$296K | 0.93% | 18 |
|
|
2022
Q4 | $2.21M | Sell |
20,078
-7,136
| -26% | -$765K | 1.14% | 17 |
|
|
2022
Q3 | $2.38M | Buy |
27,214
+20,261
| +291% | +$1.85M | 1.33% | 17 |
|
|
2022
Q2 | $595K | Buy |
6,953
+1,216
| +21% | +$110K | 0.32% | 28 |
|
|
2022
Q1 | $474K | Buy |
5,737
+1,340
| +30% | +$104K | 0.24% | 36 |
|
|
2021
Q4 | $269K | Sell |
4,397
-110
| -2% | -$6.88K | 0.13% | 49 |
|
|
2021
Q3 | $265K | Buy |
4,507
+29
| +0.6% | +$1.65K | 0.17% | 44 |
|
|
2021
Q2 | $282K | Sell |
4,478
-478
| -10% | -$28.5K | 0.18% | 40 |
|
|
2021
Q1 | $277K | Buy |
+4,956
| New | +$260K | 0.2% | 38 |
|
|
2020
Q3 | – | Sell |
-5,680
| Closed | -$256K | – | 52 |
|
|
2020
Q2 | $256K | Buy |
+5,680
| New | +$255K | 0.2% | 39 |
|
|
2020
Q1 | – | Sell |
-4,704
| Closed | -$327K | – | 50 |
|
|
2019
Q4 | $327K | Buy |
4,704
+159
| +3% | +$11K | 0.24% | 37 |
|
|
2019
Q3 | $321K | Buy |
4,545
+13
| +0.3% | +$940 | 0.22% | 38 |
|
|
2019
Q2 | $348K | Sell |
4,532
-102
| -2% | -$7.9K | 0.28% | 38 |
|
|
2019
Q1 | $375K | Sell |
4,634
-1,017
| -18% | -$77.5K | 0.31% | 37 |
|
|
2018
Q4 | $383K | Buy |
+5,651
| New | +$443K | 0.35% | 30 |
|
Other funds holding XOM
Garrett Wealth Advisory Group's XOM Position: Q2 2026 in Review
Garrett Wealth Advisory Group reduced its ExxonMobil (XOM) stake by 1.7% in Q2 2026, selling an estimated $116K and leaving 44,617 shares worth $6.1M. The position accounts for 0.94% of the portfolio, ranked #21.
Garrett Wealth Advisory Group first reported a position in XOM in Q4 2018 and has held it in 28 quarters since. The position peaked at $7.7M in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Garrett Wealth Advisory Group held 44,617 shares of ExxonMobil worth $6.1M as of Q2 2026.
- Garrett Wealth Advisory Group sold 778 ExxonMobil shares in Q2 2026, an estimated $116K.
- ExxonMobil made up 0.94% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #21 holding.
- Garrett Wealth Advisory Group first reported a position in ExxonMobil in Q4 2018 and has held it in 28 quarters since.
- Garrett Wealth Advisory Group's ExxonMobil position peaked at $7.7M in Q1 2026.
- 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.