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GDS Wealth Management’s ExxonMobil XOM Stock Holding History

GDS Wealth Management’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 		$5.65M Sell
41,316
-794
-2% -$119K 0.27% 71
2026
Q1 		$7.14M Sell
42,110
-1,892
-4% -$276K 0.43% 68
2025
Q4 		$5.3M Sell
44,002
-2,293
-5% -$266K 0.33% 75
2025
Q3 		$5.22M Sell
46,295
-1,162
-2% -$129K 0.34% 75
2025
Q2 		$5.12M Sell
47,457
-2,390
-5% -$255K 0.37% 76
2025
Q1 		$5.93M Sell
49,847
-2,821
-5% -$312K 0.51% 64
2024
Q4 		$5.67M Sell
52,668
-3,248
-6% -$380K 0.52% 47
2024
Q3 		$6.55M Sell
55,916
-2,029
-4% -$234K 0.64% 45
2024
Q2 		$6.67M Buy
57,945
+52,634
+991% +$6.13M 0.73% 52
2024
Q1 		$617K Sell
5,311
-78
-1% -$8.16K 0.07% 78
2023
Q4 		$539K Buy
5,389
+632
+13% +$66.4K 0.07% 82
2023
Q3 		$559K Sell
4,757
-1,060
-18% -$116K 0.09% 68
2023
Q2 		$624K Buy
5,817
+3,187
+121% +$348K 0.1% 72
2023
Q1 		$288K Buy
2,630
+229
+10% +$25.3K 0.05% 100
2022
Q4 		$265K Sell
2,401
-570
-19% -$61.1K 0.05% 104
2022
Q3 		$259K Buy
+2,971
New +$271K 0.06% 95

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

GDS Wealth Management's XOM Position: Q2 2026 in Review

GDS Wealth Management reduced its ExxonMobil (XOM) stake by 1.9% in Q2 2026, selling an estimated $119K and leaving 41,316 shares worth $5.65M. The position accounts for 0.27% of the portfolio, ranked #71.

GDS Wealth Management first reported a position in XOM in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.14M in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • GDS Wealth Management held 41,316 shares of ExxonMobil worth $5.65M as of Q2 2026.
  • GDS Wealth Management sold 794 ExxonMobil shares in Q2 2026, an estimated $119K.
  • ExxonMobil made up 0.27% of GDS Wealth Management's portfolio in Q2 2026, its #71 holding.
  • GDS Wealth Management first reported a position in ExxonMobil in Q3 2022 and has held it in 16 quarters since.
  • GDS Wealth Management's ExxonMobil position peaked at $7.14M in Q1 2026.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.