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Garton & Associates Financial Advisors’s ExxonMobil XOM Stock Holding History

Garton & Associates Financial 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 		– Sell
-1,810
Closed -$218K – 712
2025
Q4 		$218K Buy
+1,810
New +$210K 0.12% 132

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Garton & Associates Financial Advisors's XOM Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 1,810 shares — an estimated $218K sold.

Garton & Associates Financial Advisors first reported a position in XOM in Q4 2025 and held it in 1 quarter. The position peaked at $218K in Q4 2025. 4,787 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,810 ExxonMobil shares in Q1 2026, an estimated $218K.
  • Garton & Associates Financial Advisors first reported a position in ExxonMobil in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's ExxonMobil position peaked at $218K in Q4 2025.
  • 4,787 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.