GC Wealth Management RIA’s ExxonMobil XOM Stock Holding History

GC Wealth Management RIA’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	$5.47M	Sell	40,038 -3,469	-8%	-$519K	0.32%	66
2026 Q1	$7.38M	Sell	43,507 -946	-2%	-$138K	0.31%	51
2025 Q4	$5.35M	Sell	44,453 -41,708	-48%	-$4.84M	0.2%	78
2025 Q3	$9.71M	Buy	86,161 +42,413	+97%	+$4.71M	0.32%	45
2025 Q2	$4.72M	Buy	43,748 +36,787	+528%	+$3.93M	0.39%	49
2025 Q1	$828K	Buy	6,961 +947	+16%	+$105K	0.15%	123
2024 Q4	$647K	Buy	6,014 +2,341	+64%	+$274K	0.11%	149
2024 Q3	$431K	Sell	3,673 -773	-17%	-$89.3K	0.08%	210
2024 Q2	$512K	Sell	4,446 -35	-0.8%	-$4.08K	0.1%	166
2024 Q1	$521K	Buy	+4,481	New	+$469K	0.1%	164

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

GC Wealth Management RIA's XOM Position: Q2 2026 in Review

GC Wealth Management RIA reduced its ExxonMobil (XOM) stake by 8% in Q2 2026, selling an estimated $519K and leaving 40,038 shares worth $5.47M. The position accounts for 0.32% of the portfolio, ranked #66.

GC Wealth Management RIA first reported a position in XOM in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.71M in Q3 2025. 2,122 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

GC Wealth Management RIA held 40,038 shares of ExxonMobil worth $5.47M as of Q2 2026.
GC Wealth Management RIA sold 3,469 ExxonMobil shares in Q2 2026, an estimated $519K.
ExxonMobil made up 0.32% of GC Wealth Management RIA's portfolio in Q2 2026, its #66 holding.
GC Wealth Management RIA first reported a position in ExxonMobil in Q1 2024 and has held it in 10 quarters since.
GC Wealth Management RIA's ExxonMobil position peaked at $9.71M in Q3 2025.
2,122 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.